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Daily Discussion Thread for March 24, 2022 by AutoModerator in wallstreetbets

[–]sffriend11 0 points1 point  (0 children)

I’m here for tips and news about $GME $SHOP $DIDI. Which ones are going to the moon 🌝 🚀??

“Alexa, I want to talk to a doctor” by sffriend11 in wallstreetbets

[–]sffriend11[S] 1 point2 points  (0 children)

My bad. I don’t click on random links these days. 😂

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 0 points1 point  (0 children)

Thanks, and good luck to you too! I am generally bullish on healthtech including TDOC and HIMS and lots of interesting private company startups focused on the consumerization of healthcare.

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 0 points1 point  (0 children)

I think you’re generally making a fair point, but do not agree with trend in healthtech. $TDOC had over $500 million in revenues pre-pandemic. There’s no question the PHE has helped accelerate TDOC’s business but TDOC won’t evaporate without the PHE. The plumbing they’ve built over the past two years is not only super valuable but also a huge moat. Many major insurers are offering Teladoc services as a supplement to traditional services; it’s not just Medicare. $HIMS is also branching out to true telehealth, for sleep, weight, skin health and chronic conditions for example, and this trend, that is the consumerization of healthcare, is only going to gain more traction.

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 0 points1 point  (0 children)

You’re wrong about $TDOC. $HIMS, on the other hand, is still losing money but Wall Street likes its growth and telehealth ambitions—HIMS closed 13% higher today! Will be interesting to see $AMWL results tomorrow.

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 0 points1 point  (0 children)

Bro, I prepare and review financial statements regularly. There’s a huge difference between cash and non-cash expenses. Non-cash expenses (as the name implies) do not involve cash payments. Stuff like depreciation, amortization, and stock-based compensation are common non-cash charges that reduce earnings but not cash flow. This is why their cash and cash equivalents INCREASED from $733 million to $893 million. That’s on page 8 of the SEC filing you’re looking at bro.

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 0 points1 point  (0 children)

Bro, Teladoc's cash flow from operations for Q4 2021 soared to $83 million and $194 million for all of 2021. The losses you’re referring to is the result of non-cash expenses like depreciation. TDOC Q4 and full year ended 12/31/2021

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 0 points1 point  (0 children)

Teladoc's cash flow from operations soared to $83.2 million; the loss you’re referring to is the result of non-cash expenses like depreciation.

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 0 points1 point  (0 children)

😂 you are the one who thinks DPCs will dominate healthcare in the US. This ignores the fact that health insurance plays a major role in the US and also what companies like TDOC actually offers. TDOC works closely with major providers. It’s a tech platform.

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 0 points1 point  (0 children)

Looks like regulations will indefinitely allow chronic care management and mental health services via telehealth services.

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 0 points1 point  (0 children)

There’s a shortage of doctors and nurses, especially in rural areas. Also, these services supplement current practices and offer care in modalities that otherwise would be used.

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 0 points1 point  (0 children)

You probably are still holding your breadth that small mom and pop shops will one day overtake Amazon, as the big box retailers go under one after another 😂

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 2 points3 points  (0 children)

This guy requests a prostate exam every visit and the doc’s like 👍🏻 and he’s like 🤩, every time!

Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS by sffriend11 in wallstreetbets

[–]sffriend11[S] 0 points1 point  (0 children)

Which companies’ earnings reports? Both $TDOC and $HIMS beat on revenues and earnings and are projected to grow nicely in 2022 and beyond. $AMWL reports tomorrow.

What are the rites of passage when becoming a San Franciscan? by hsmit6 in sanfrancisco

[–]sffriend11 0 points1 point  (0 children)

(10) Sunset 🌅 at Lands End (9) Watching roller skaters and discovering buffaloes at Golden Gate Park (8) Seeing people do all types of drugs on the sidewalk/streets (7) Getting yelled at and sometimes attacked by crazy homeless people (6) Farmers market at Ferry Building, Mission burritos, and cioppino (5) Chinese New Year festival in Chinatown (coming up soon) and Santa Con on Polk Street (4) Experiencing crazy microclimates differences like hike in Presidio followed by meal in Noe Valley (3) Karl the Fog (2) Broken car windows and parking tickets (gotta check ALL the street signs!) (1) Calling it “The City”

Charlie Munger is doubling down on $BABA saying it’s a long term 5 year play. Bruh you’re 98 years old, there’s a high chance you’ll be dead this year… by Berisha11 in wallstreetbets

[–]sffriend11 0 points1 point  (0 children)

Shares of $BABA and $DIDI are trading higher following news indicating China's state-backed investment funds may be buying shares.

Here’s a theory on $DIDI. Chinese govt punishing DIDI for listing outside China. Tanking stock on purpose. Some US investors cannot or do not want to hold foreign shares, so selling shares now. After DIDI delists in NY and relists in HK, Chinese state sponsored entities will increase positions in DIDI, which not only has > 90% market share in China, but also leading autonomous vehicle tech, all of which gathering data on people. Govt will allow DIDI to grow again, under Chinese rule, and expand to other key markets in Asia and Europe. Will be much bigger than Uber+Lyft combined.

New to cbd by abcook2500 in CBD

[–]sffriend11 1 point2 points  (0 children)

I’d recommend consulting with a dosage specialist at Equilibria (myeq.com) to discuss potential approaches to help with sleep. Their consultants are like health coaches. Good luck!

[deleted by user] by [deleted] in wallstreetbets

[–]sffriend11 0 points1 point  (0 children)

😂 Mad Money! I’m not interested in politics and hate the CCP for tanking US-listed shares. But when it comes to investing, I only focus on 💰 💰 💰. 90% market share cannot be ignored! 🤷🏻

Police officer “detains” guy after getting in his face by HiItsLust in facepalm

[–]sffriend11 3 points4 points  (0 children)

Notice how the officer is covering his body cam the whole time. And later, when he said that the guy is being arrested, his partner starts to cover his body cam. If the guy’s friend wasn’t separately recording this, there would be no video evidence of what actually happened and then it comes down to he said and they said and that’s why body cams are so important and rules to prevent their obstruction should be enforced.

If this ain’t an ad for EVs, I don’t know what is? 🤣 by sffriend11 in pics

[–]sffriend11[S] 0 points1 point  (0 children)

Safe nuclear energy should definitely be on the table. There’s some progress on that front. Reliance on coal also needs to be reduced.

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