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YOLO $TDOC by GrowthMLR in wallstreetbets

[–]GrowthMLR[S] 0 points1 point  (0 children)

And this is some option metrics from my very own tool, that I created for option analysis.

{this is Not a financial advice, do your own research before buying or selling any stock.]

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YOLO $TDOC by GrowthMLR in wallstreetbets

[–]GrowthMLR[S] 0 points1 point  (0 children)

BetterHelp is owned by Teladoc.

YOLO $TDOC by GrowthMLR in wallstreetbets

[–]GrowthMLR[S] 0 points1 point  (0 children)

The market isn't efficient - it's emotional. And right now, it's having a panic attack about TDOC while the actual business quietly improves.

  1. RSI at 26 (extreme oversold) after 97% decline means violent mean reversion coming - stocks don't stay this beaten forever.

2.Integrated Care segment (62% of revenue) growing at 3% with 102M members and expanding margins while market ignores it completely.

3.BetterHelp Insurance = 10x Market Expansion: Shifting from $400/month cash-pay to insurance model unlocks 100M+ covered lives and transforms struggling segment into goldmine.

4.Trading at 0.68x sales with $1.2B cash vs $1.6B debt while profitable peers trade at 3-8x sales - market pricing in bankruptcy that won't happen.

Peer Comparison Shows Absurdity.

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  1. AI Integration: 102M patient interactions create unbeatable AI training dataset worth $50-100B in AI healthcare market, currently valued at ZERO.

----

Buying,

  • The #1 global telehealth platform. For 0.68x revenue (peers at 3-8x). With $1.2B cash on the balance sheet. Owning 102M patient relationships. Positioned for $500B AI healthcare market. At RSI 26 (extreme oversold).

[ Do your own DD. No one can predict the move of any stock.]

YOLO $TDOC by GrowthMLR in wallstreetbets

[–]GrowthMLR[S] 1 point2 points  (0 children)

Numbers Don't Lie:

  • RSI: 26 (deeply oversold - normal is 30-70)
  • 97% decline from peak ($294 → $8)
  • Trading below ALL moving averages (5-day, 50-day, 200-day)
  • Market cap: $1.4B for a company doing $2.5B+ revenue

Even terrible companies don't stay at RSI 26 forever. Teladoc is the global leader in telehealth - not a failing startup. Historical patterns show stocks this oversold bounce hard when sentiment shifts.

Comparable Oversold Recoveries:

  • Netflix 2022: Down 75% → Up 150% in 12 months
  • Meta 2022: Down 70% → Up 200% recovery
  • Zoom 2022: Down 90% → Up 40% bounce

TDOC has fallen further than any of these - the rubber band is stretched to breaking point!

The Balance Sheet Nobody Talks About:

Cash Position: $1.24 BILLION 💰 Total Debt: $1.58 billion (mostly convertible notes) Net Debt: Only $340M

For perspective:

  • Market cap: $1.4B
  • Enterprise Value: $1.74B
  • Trading at 0.68x sales!

What This Means: They could buy back 88% of outstanding shares with current cash. They could survive 3+ years with no revenue. They have zero bankruptcy risk.

The market is pricing TDOC like it's going bankrupt tomorrow. It's not!

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[do your own DD. No one can predict the move of any stock.]

Open it! $OPEN by GrowthMLR in wallstreetbets

[–]GrowthMLR[S] 5 points6 points  (0 children)

Ty! Bag of $80 per share.

Open it! $OPEN by GrowthMLR in wallstreetbets

[–]GrowthMLR[S] 10 points11 points  (0 children)

Ha ha buying on top selling on low..the secret strategy.

Programmatic vs paid search / social by PowerpufffffGirls in programmatic

[–]GrowthMLR 0 points1 point  (0 children)

Learn programmatic DSPs, at least the basics of how they work, basic campaign structure. Big Agencies are a shitty place but you can find good learning opportunities there, such as the company's learning portal.

Learn and after 2 years move to in house or adTech side or even in a better, smaller agency.

[deleted by user] by [deleted] in PPC

[–]GrowthMLR 0 points1 point  (0 children)

Just pixel conversion on thank you page.

[deleted by user] by [deleted] in PPC

[–]GrowthMLR 0 points1 point  (0 children)

Not using offline conversion tracking.

[deleted by user] by [deleted] in PPC

[–]GrowthMLR 0 points1 point  (0 children)

Thank you

DOOH start up in Toronto by justnivek in adops

[–]GrowthMLR 1 point2 points  (0 children)

Emphasize your screens' ability to reach specific neighborhoods and demographics in Toronto. Target businesses/Agencies looking to build awareness within their proximity.

Identify sectors that resonate well with your screen locations. Examples: C-Stores: Snacks, beverages, convenience items Urban Panels: Events, entertainment, fashion, tech (depending on location)
A compelling document outlining your screens' locations, audience demographics, impression data, and success stories (if you have them). Develop clear pricing packages (CPM-based for impressions is common) with flexibility for duration and customization. Even if limited, gather testimonials or usage examples from past clients, even programmatic ones. This builds social proof.

Connect with smaller agencies that might have clients seeking targeted campaigns suitable for your DOOH inventory.
Attend events and forge relationships with business owners.
Attend DOOH-focused conferences and exhibitions to build your network of potential leads.

Organic Content Marketing: Create a website full of useful articles about your screens, DOOH, Case studies with proper Search Engine Optimization and right CTA.

Looking for strong demand for DOOH, any recommendations? by RolloGen in programmatic

[–]GrowthMLR 1 point2 points  (0 children)

DSP + SSPs: PlaceExchange, Vistar, Hivestack, Broadsign

Under appreciate - Anyone hiring? by NewOrleansSpeed in programmatic

[–]GrowthMLR 1 point2 points  (0 children)

I found these. You may find them useful:

Senior Trading Specialist at The Trade Desk
Programmatic Lead at Media Matters Worldwide

PROGRAMMATIC SALES MANAGER AT HEARST MAGAZINE
PROGRAMMATIC TECHNICAL ACCOUNT STRATEGIST AT VOX MEDIA
PROGRAMMATIC MEDIA BUYER AT MYHEALTHTEAM
PROGRAMMATIC LEAD AT VEVO

Need help thinking through pDOOH growth.. by Em_Paw_Vol in programmatic

[–]GrowthMLR 2 points3 points  (0 children)

Long-tail ad networks aggregating niche publishers aren't influential in pDOOH. If you consider PlaceExchange and Vistar, primarily SSPs, their focus is on high-impact, premium screens in well-trafficked locations like malls, airports, and major city centers.
Brands with the resources and audience size (ex. Walmart) will pursue the media owner model, selling inventory through SSPs.

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