Thanks for Sharing, Kourosh. I recently began building a
$TDOC position. Down slightly but am content with my entry price given where the market valued it not too long ago, and felt the risk:reward is there. Gotta play the long game with this one imo given the behavioral shift implications that admittedly take longer than many short term thinkers fail to have patience for. In a 24hr news stricken world that constantly feels like it is moving so fast all the time, we often struggle with impatience and conceptualizing seismic cultural/behavioral shifts that need years to play out (think connected fitness, adoption of bitcoin both also popularly discussed with heavy skepticism) A big "what could be" play, but if they succeed in leading the tele-health trend (in a profitable way, cough), Teledoc will be a massive company down the line.
