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2021-12-27
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Teladoc Stock: Is Cathie Wood’s Meme Stock a Buy?<blockquote>Teladoc 股票： Cathie Wood 的 Meme 股票值得买入吗？</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":696909049,"tweetId":"696909049","gmtCreate":1640588287411,"gmtModify":1640588287721,"author":{"id":3581742924827239,"idStr":"3581742924827239","authorId":3581742924827239,"authorIdStr":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":24,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>666</p></body></html>","htmlText":"<html><head></head><body><p>666</p></body></html>","text":"666","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/696909049","repostId":1170511361,"repostType":4,"repost":{"id":"1170511361","kind":"news","pubTimestamp":1640587121,"share":"https://www.laohunote.com/m/news/1170511361?lang=zh_CN&edition=full","pubTime":"2021-12-27 14:38","market":"us","language":"en","title":"Teladoc Stock: Is Cathie Wood’s Meme Stock a Buy?<blockquote>Teladoc 股票： Cathie Wood 的 Meme 股票值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170511361","media":"TheStreet","summary":"Teladoc has arguably reached “meme” status. But this Cathie Wood-backed telemedicine company is near","content":"<p>Teladoc has arguably reached “meme” status. But this Cathie Wood-backed telemedicine company is nearly 70% off its all-time highs from earlier this year.</p><p><blockquote>Teladoc 可以说已经达到了 “迷因 ”的地位。但这家由 Cathie Wood 支持的远程医疗公司较今年早些时候的历史高点下跌了近 70%。</blockquote></p><p> The largest telehealth provider company in the world, Teladoc has been looking quite meme-y as of late. Its popularity on major discussion forums has risen; there’s increased short interest following its poor trading performance through the latter half of this year;<i>and</i>TDOC shares are one of the main holdings of the recently launched MEME ETF.</p><p><blockquote>作为世界上最大的远程医疗提供商，Teladoc最近看起来相当迷因化。它在主要论坛上的受欢迎程度有所上升；由于今年下半年交易表现不佳，空头兴趣有所增加；<i>和</i>TDOC 股票是最近推出的 MEME ETF 的主要持股之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d7ade96a142c2c31535c4c05941b745\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\"><span>Figure 1: Teladoc offices.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Teladoc办公室。</span></p></blockquote></p><p> Teladoc stock has also drawn investors’ attention because the company is one of the largest positions in Cathie Wood’s ARK Invest ETF family. The company was chosen for its disruptive business model, which fits right in with Ms. Wood’s investment strategy.</p><p><blockquote>Teladoc 股票也引起了投资者的关注，因为该公司是 Cathie Wood 的 ARK Invest ETF 家族中最大的持仓之一。该公司因其颠覆性的商业模式而被选中，这与伍德女士的投资策略非常契合。</blockquote></p><p> Here, we’ll take a closer look at Cathie Wood's “meme stock” bet. This is what you should know about TDOC shares.</p><p><blockquote>在这里，我们将仔细看看凯西-伍德（Cathie Wood）的 “备忘录股票 ”赌注。这是您应该了解的有关 TDOC 股票的信息。</blockquote></p><p> <b>Cathie Wood is buying the dip</b></p><p><blockquote><b>凯西·伍德逢低买入</b></blockquote></p><p> Cathie Wood’s bullishness on Teladoc stock is undeniable. The telemedicine company is thelargestholding, by percentage, in the ARK Genomic Revolution ETF (<b>ARKG</b>), accounting for 7% of the fund. It’s also thethird-largestholding on the ARK Innovation ETF (<b>ARKK</b>), accounting for 6.5% of the fund and sitting below only Tesla (<b>TSLA</b>) and Roku (<b>ROKU</b>) in weight share.</p><p><blockquote>凯西-伍德（Cathie Wood）对 Teladoc 股票的看好是不可否认的。按百分比计算，这家远程医疗公司是 ARK Genomic Revolution ETF 中最大的持股公司（<b>方舟</b>），占基金的7%。它也是方舟创新 ETF 的第三大持股（<b>方舟</b>），占基金的6.5%，仅次于特斯拉（<b>特斯拉</b>）和Roku（<b>ROKU</b>）的重量份额。</blockquote></p><p> In all of Ark Invest’s ETFs combined, Teladoc stock is the second-largest holding. In fact, Ark Invest owns nearly 11% of all TDOC shares, with shares having been bought at prices ranging from $148 to $172.</p><p><blockquote>在 Ark Invest 的所有 ETF 中，Teladoc 股票是第二大持股。事实上，Ark Invest 拥有 TDOC 所有股票的近 11%，股票的购买价格从 148 美元到 172 美元不等。</blockquote></p><p> Cathie Wood started investing in Teladoc in September of 2020, right in the middle of the COVID-19 pandemic. Early this year, Wood mentioned that her bullishness on Teladoc is due to her optimism about telemedicine innovations driven by artificial intelligence (AI). She expects the AI market to potentially reach $30 trillion over the next ten years. Following Teledoc’s acquisition of Livongo, Mrs. Wood believes Teladoc stands to be a clear beneficiary of AI market trends.</p><p><blockquote>Cathie Wood 于 2020 年 9 月开始投资 Teladoc，当时正值 COVID-19 大流行期间。今年早些时候，伍德提到，她看好Teladoc是因为她对人工智能（AI）驱动的远程医疗创新持乐观态度。她预计未来十年人工智能市场可能达到 30 万亿美元。在 Teledoc 收购 Livongo 之后，Wood 女士认为 Teledoc 将成为人工智能市场趋势的明显受益者。</blockquote></p><p> When asked about the prospect of Teladoc and other pandemic stay-at-home plays in a post-pandemic world, Mrs. Wood reiterated her belief that COVID-19 has only accelerated ongoing innovation processes, which will continue whether or not the pandemic peters out.</p><p><blockquote>当被问及Teladoc和其他疫情在家游戏在后疫情世界中的前景时，伍德女士重申了她的信念，即新冠肺炎只是加速了正在进行的创新进程，无论疫情是否退出，创新进程都将继续下去。</blockquote></p><p> Mrs. Wood made these statements in late February 2021. Since then, TDOC stock has dropped nearly 65% — yet Wood has continued to buy dips even into early December this year.</p><p><blockquote>伍德夫人在2021年2月下旬发表了这些声明。此后，TDOC 股价下跌了近 65%，但伍德甚至在今年 12 月初仍在继续逢低买入。</blockquote></p><p> See the chart below:</p><p><blockquote>请参阅下图：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/688b2b77400231262232209461b60052\" tg-width=\"1212\" tg-height=\"632\" width=\"100%\" height=\"auto\"><span>Figure 2: ARKK holdings of Teladoc Health.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：Teladoc Health 的 ARKK 持股。</span></p></blockquote></p><p> <b>Why is TDOC a meme stock?</b></p><p><blockquote><b>为什么 TDOC 是一只模因股票？</b></blockquote></p><p> The recently launched MEME ETF bases its methodology for selecting “meme stocks” on factors including a “social media activity score” (which itself is based on the number of social media mentions) and a short interest-based ranking. Holdings are then adjusted every two weeks based on updated calculations.</p><p><blockquote>最近推出的 MEME ETF 选择 “MEME 股票 ”的方法基于 “社交媒体活动得分 ”（社交媒体活动得分本身是基于社交媒体提及次数）和基于兴趣的空头排名等因素。然后根据更新的计算每两周调整一次持有量。</blockquote></p><p> Teladoc sits at the third position, by weight, on the MEME ETF holdings list (see below).</p><p><blockquote>按权重计算，Teladoc 在 MEME ETF 持有名单中排名第三（见下文）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/709d088c2501963d4a67373794a1b597\" tg-width=\"898\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>Figure 3: MEME ETF holdings.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：模因 ETF 持有量。</span></p></blockquote></p><p> A sizable 14% of TDOC’s float is currently shorted. Bearishness surrounding the stock’s poor trading performance and weak outlooks for a post-pandemic scenario may have worked to drive both TDOC’s short interest<i>and</i>its popularity on main discussion forums.</p><p><blockquote>目前，TDOC 有 14% 的流通量被做空。围绕该股糟糕交易表现的看跌情绪以及大流行后情景的疲软前景可能推动了 TDOC 的空头兴趣。<i>和</i>它在主要论坛上的受欢迎程度。</blockquote></p><p> <b>Wall Street sees TDOC as undervalued</b></p><p><blockquote><b>华尔街认为 TDOC 被低估</b></blockquote></p><p> Analysts’ consensus on TDOC shares currently suggests the stock is a “moderate buy.” Its average price target, $159, implies a 67% upside ahead – that’s based on the last three months of analysis provided by 22 Wall Street experts.</p><p><blockquote>分析师目前对 TDOC 股票的共识是 “适度买入”。其平均目标价为 159 美元，意味着未来有 67% 的上涨空间--这是根据 22 位华尔街专家过去三个月提供的分析得出的。</blockquote></p><p> Bulls, like Credit Suisse’s Jailendra Singh, forecast more than 115% upside potential ahead for Teladoc stock. His buy rating is based on Teladoc outperforming its peers. But he also mentioned that downside risks such as loss of any major contracts and failure to improve revenue and margins from current members may impact his bullish share price target, which he lowered by a dollar a month ago to $207.</p><p><blockquote>瑞士信贷（Credit Suisse）的贾伦德拉-辛格（Jailendra Singh）等多头预测，Teladoc 股票未来的上涨潜力将超过 115%。他的买入评级是基于 Teladoc 的表现优于同行。但他也提到，失去任何主要合同以及未能提高现有成员的收入和利润率等下行风险可能会影响他的看涨股价目标，他一个月前将该目标下调了 1 美元，至 207 美元。</blockquote></p><p></p><p> At the same time, even a more skeptical analyst, like Jefferies analyst Glen Santagelo, who put out a neutral rating on TDOC shares, sees 18% upside ahead. Santagelo is concerned about multiple upcoming expansions, as revenue deceleration and investments’ impact on margins for FY 2022 may have compromised some of TDOC’s acquisition power. Nevertheless, the analyst remains “cautiously optimistic” on their outlook for Primary360, a key service that allows members to choose a primary care provider and work with a care team.</p><p><blockquote>与此同时，即使是一位更为怀疑的分析师，比如杰富瑞分析师格伦·桑塔杰洛（Glen Santagelo），他对 TDOC 股票给出了中性评级，也认为未来还有 18% 的上涨空间。Santagelo 对即将进行的多项扩张感到担忧，因为收入放缓和投资对 2022 财年利润率的影响可能会损害 TDOC 的部分收购能力。尽管如此，这位分析师对 Primary360 的前景仍然 “谨慎乐观”，Primary360 是一项重要服务，允许会员选择初级保健提供者并与护理团队合作。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Teladoc Stock: Is Cathie Wood’s Meme Stock a Buy?<blockquote>Teladoc 股票： Cathie Wood 的 Meme 股票值得买入吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTeladoc Stock: Is Cathie Wood’s Meme Stock a Buy?<blockquote>Teladoc 股票： Cathie Wood 的 Meme 股票值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-27 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Teladoc has arguably reached “meme” status. But this Cathie Wood-backed telemedicine company is nearly 70% off its all-time highs from earlier this year.</p><p><blockquote>Teladoc 可以说已经达到了 “迷因 ”的地位。但这家由 Cathie Wood 支持的远程医疗公司较今年早些时候的历史高点下跌了近 70%。</blockquote></p><p> The largest telehealth provider company in the world, Teladoc has been looking quite meme-y as of late. Its popularity on major discussion forums has risen; there’s increased short interest following its poor trading performance through the latter half of this year;<i>and</i>TDOC shares are one of the main holdings of the recently launched MEME ETF.</p><p><blockquote>作为世界上最大的远程医疗提供商，Teladoc最近看起来相当迷因化。它在主要论坛上的受欢迎程度有所上升；由于今年下半年交易表现不佳，空头兴趣有所增加；<i>和</i>TDOC 股票是最近推出的 MEME ETF 的主要持股之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d7ade96a142c2c31535c4c05941b745\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\"><span>Figure 1: Teladoc offices.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Teladoc办公室。</span></p></blockquote></p><p> Teladoc stock has also drawn investors’ attention because the company is one of the largest positions in Cathie Wood’s ARK Invest ETF family. The company was chosen for its disruptive business model, which fits right in with Ms. Wood’s investment strategy.</p><p><blockquote>Teladoc 股票也引起了投资者的关注，因为该公司是 Cathie Wood 的 ARK Invest ETF 家族中最大的持仓之一。该公司因其颠覆性的商业模式而被选中，这与伍德女士的投资策略非常契合。</blockquote></p><p> Here, we’ll take a closer look at Cathie Wood's “meme stock” bet. This is what you should know about TDOC shares.</p><p><blockquote>在这里，我们将仔细看看凯西-伍德（Cathie Wood）的 “备忘录股票 ”赌注。这是您应该了解的有关 TDOC 股票的信息。</blockquote></p><p> <b>Cathie Wood is buying the dip</b></p><p><blockquote><b>凯西·伍德逢低买入</b></blockquote></p><p> Cathie Wood’s bullishness on Teladoc stock is undeniable. The telemedicine company is thelargestholding, by percentage, in the ARK Genomic Revolution ETF (<b>ARKG</b>), accounting for 7% of the fund. It’s also thethird-largestholding on the ARK Innovation ETF (<b>ARKK</b>), accounting for 6.5% of the fund and sitting below only Tesla (<b>TSLA</b>) and Roku (<b>ROKU</b>) in weight share.</p><p><blockquote>凯西-伍德（Cathie Wood）对 Teladoc 股票的看好是不可否认的。按百分比计算，这家远程医疗公司是 ARK Genomic Revolution ETF 中最大的持股公司（<b>方舟</b>），占基金的7%。它也是方舟创新 ETF 的第三大持股（<b>方舟</b>），占基金的6.5%，仅次于特斯拉（<b>特斯拉</b>）和Roku（<b>ROKU</b>）的重量份额。</blockquote></p><p> In all of Ark Invest’s ETFs combined, Teladoc stock is the second-largest holding. In fact, Ark Invest owns nearly 11% of all TDOC shares, with shares having been bought at prices ranging from $148 to $172.</p><p><blockquote>在 Ark Invest 的所有 ETF 中，Teladoc 股票是第二大持股。事实上，Ark Invest 拥有 TDOC 所有股票的近 11%，股票的购买价格从 148 美元到 172 美元不等。</blockquote></p><p> Cathie Wood started investing in Teladoc in September of 2020, right in the middle of the COVID-19 pandemic. Early this year, Wood mentioned that her bullishness on Teladoc is due to her optimism about telemedicine innovations driven by artificial intelligence (AI). She expects the AI market to potentially reach $30 trillion over the next ten years. Following Teledoc’s acquisition of Livongo, Mrs. Wood believes Teladoc stands to be a clear beneficiary of AI market trends.</p><p><blockquote>Cathie Wood 于 2020 年 9 月开始投资 Teladoc，当时正值 COVID-19 大流行期间。今年早些时候，伍德提到，她看好Teladoc是因为她对人工智能（AI）驱动的远程医疗创新持乐观态度。她预计未来十年人工智能市场可能达到 30 万亿美元。在 Teledoc 收购 Livongo 之后，Wood 女士认为 Teledoc 将成为人工智能市场趋势的明显受益者。</blockquote></p><p> When asked about the prospect of Teladoc and other pandemic stay-at-home plays in a post-pandemic world, Mrs. Wood reiterated her belief that COVID-19 has only accelerated ongoing innovation processes, which will continue whether or not the pandemic peters out.</p><p><blockquote>当被问及Teladoc和其他疫情在家游戏在后疫情世界中的前景时，伍德女士重申了她的信念，即新冠肺炎只是加速了正在进行的创新进程，无论疫情是否退出，创新进程都将继续下去。</blockquote></p><p> Mrs. Wood made these statements in late February 2021. Since then, TDOC stock has dropped nearly 65% — yet Wood has continued to buy dips even into early December this year.</p><p><blockquote>伍德夫人在2021年2月下旬发表了这些声明。此后，TDOC 股价下跌了近 65%，但伍德甚至在今年 12 月初仍在继续逢低买入。</blockquote></p><p> See the chart below:</p><p><blockquote>请参阅下图：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/688b2b77400231262232209461b60052\" tg-width=\"1212\" tg-height=\"632\" width=\"100%\" height=\"auto\"><span>Figure 2: ARKK holdings of Teladoc Health.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：Teladoc Health 的 ARKK 持股。</span></p></blockquote></p><p> <b>Why is TDOC a meme stock?</b></p><p><blockquote><b>为什么 TDOC 是一只模因股票？</b></blockquote></p><p> The recently launched MEME ETF bases its methodology for selecting “meme stocks” on factors including a “social media activity score” (which itself is based on the number of social media mentions) and a short interest-based ranking. Holdings are then adjusted every two weeks based on updated calculations.</p><p><blockquote>最近推出的 MEME ETF 选择 “MEME 股票 ”的方法基于 “社交媒体活动得分 ”（社交媒体活动得分本身是基于社交媒体提及次数）和基于兴趣的空头排名等因素。然后根据更新的计算每两周调整一次持有量。</blockquote></p><p> Teladoc sits at the third position, by weight, on the MEME ETF holdings list (see below).</p><p><blockquote>按权重计算，Teladoc 在 MEME ETF 持有名单中排名第三（见下文）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/709d088c2501963d4a67373794a1b597\" tg-width=\"898\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>Figure 3: MEME ETF holdings.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：模因 ETF 持有量。</span></p></blockquote></p><p> A sizable 14% of TDOC’s float is currently shorted. Bearishness surrounding the stock’s poor trading performance and weak outlooks for a post-pandemic scenario may have worked to drive both TDOC’s short interest<i>and</i>its popularity on main discussion forums.</p><p><blockquote>目前，TDOC 有 14% 的流通量被做空。围绕该股糟糕交易表现的看跌情绪以及大流行后情景的疲软前景可能推动了 TDOC 的空头兴趣。<i>和</i>它在主要论坛上的受欢迎程度。</blockquote></p><p> <b>Wall Street sees TDOC as undervalued</b></p><p><blockquote><b>华尔街认为 TDOC 被低估</b></blockquote></p><p> Analysts’ consensus on TDOC shares currently suggests the stock is a “moderate buy.” Its average price target, $159, implies a 67% upside ahead – that’s based on the last three months of analysis provided by 22 Wall Street experts.</p><p><blockquote>分析师目前对 TDOC 股票的共识是 “适度买入”。其平均目标价为 159 美元，意味着未来有 67% 的上涨空间--这是根据 22 位华尔街专家过去三个月提供的分析得出的。</blockquote></p><p> Bulls, like Credit Suisse’s Jailendra Singh, forecast more than 115% upside potential ahead for Teladoc stock. His buy rating is based on Teladoc outperforming its peers. But he also mentioned that downside risks such as loss of any major contracts and failure to improve revenue and margins from current members may impact his bullish share price target, which he lowered by a dollar a month ago to $207.</p><p><blockquote>瑞士信贷（Credit Suisse）的贾伦德拉-辛格（Jailendra Singh）等多头预测，Teladoc 股票未来的上涨潜力将超过 115%。他的买入评级是基于 Teladoc 的表现优于同行。但他也提到，失去任何主要合同以及未能提高现有成员的收入和利润率等下行风险可能会影响他的看涨股价目标，他一个月前将该目标下调了 1 美元，至 207 美元。</blockquote></p><p></p><p> At the same time, even a more skeptical analyst, like Jefferies analyst Glen Santagelo, who put out a neutral rating on TDOC shares, sees 18% upside ahead. Santagelo is concerned about multiple upcoming expansions, as revenue deceleration and investments’ impact on margins for FY 2022 may have compromised some of TDOC’s acquisition power. Nevertheless, the analyst remains “cautiously optimistic” on their outlook for Primary360, a key service that allows members to choose a primary care provider and work with a care team.</p><p><blockquote>与此同时，即使是一位更为怀疑的分析师，比如杰富瑞分析师格伦·桑塔杰洛（Glen Santagelo），他对 TDOC 股票给出了中性评级，也认为未来还有 18% 的上涨空间。Santagelo 对即将进行的多项扩张感到担忧，因为收入放缓和投资对 2022 财年利润率的影响可能会损害 TDOC 的部分收购能力。尽管如此，这位分析师对 Primary360 的前景仍然 “谨慎乐观”，Primary360 是一项重要服务，允许会员选择初级保健提供者并与护理团队合作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/teladoc-stock-is-cathie-woods-meme-stock-a-buy\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/teladoc-stock-is-cathie-woods-meme-stock-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170511361","content_text":"Teladoc has arguably reached “meme” status. But this Cathie Wood-backed telemedicine company is nearly 70% off its all-time highs from earlier this year.\nThe largest telehealth provider company in the world, Teladoc has been looking quite meme-y as of late. Its popularity on major discussion forums has risen; there’s increased short interest following its poor trading performance through the latter half of this year;andTDOC shares are one of the main holdings of the recently launched MEME ETF.\nFigure 1: Teladoc offices.\nTeladoc stock has also drawn investors’ attention because the company is one of the largest positions in Cathie Wood’s ARK Invest ETF family. The company was chosen for its disruptive business model, which fits right in with Ms. Wood’s investment strategy.\nHere, we’ll take a closer look at Cathie Wood's “meme stock” bet. This is what you should know about TDOC shares.\nCathie Wood is buying the dip\nCathie Wood’s bullishness on Teladoc stock is undeniable. The telemedicine company is thelargestholding, by percentage, in the ARK Genomic Revolution ETF (ARKG), accounting for 7% of the fund. It’s also thethird-largestholding on the ARK Innovation ETF (ARKK), accounting for 6.5% of the fund and sitting below only Tesla (TSLA) and Roku (ROKU) in weight share.\nIn all of Ark Invest’s ETFs combined, Teladoc stock is the second-largest holding. In fact, Ark Invest owns nearly 11% of all TDOC shares, with shares having been bought at prices ranging from $148 to $172.\nCathie Wood started investing in Teladoc in September of 2020, right in the middle of the COVID-19 pandemic. Early this year, Wood mentioned that her bullishness on Teladoc is due to her optimism about telemedicine innovations driven by artificial intelligence (AI). She expects the AI market to potentially reach $30 trillion over the next ten years. Following Teledoc’s acquisition of Livongo, Mrs. Wood believes Teladoc stands to be a clear beneficiary of AI market trends.\nWhen asked about the prospect of Teladoc and other pandemic stay-at-home plays in a post-pandemic world, Mrs. Wood reiterated her belief that COVID-19 has only accelerated ongoing innovation processes, which will continue whether or not the pandemic peters out.\nMrs. Wood made these statements in late February 2021. Since then, TDOC stock has dropped nearly 65% — yet Wood has continued to buy dips even into early December this year.\nSee the chart below:\nFigure 2: ARKK holdings of Teladoc Health.\nWhy is TDOC a meme stock?\nThe recently launched MEME ETF bases its methodology for selecting “meme stocks” on factors including a “social media activity score” (which itself is based on the number of social media mentions) and a short interest-based ranking. Holdings are then adjusted every two weeks based on updated calculations.\nTeladoc sits at the third position, by weight, on the MEME ETF holdings list (see below).\nFigure 3: MEME ETF holdings.\nA sizable 14% of TDOC’s float is currently shorted. Bearishness surrounding the stock’s poor trading performance and weak outlooks for a post-pandemic scenario may have worked to drive both TDOC’s short interestandits popularity on main discussion forums.\nWall Street sees TDOC as undervalued\nAnalysts’ consensus on TDOC shares currently suggests the stock is a “moderate buy.” Its average price target, $159, implies a 67% upside ahead – that’s based on the last three months of analysis provided by 22 Wall Street experts.\nBulls, like Credit Suisse’s Jailendra Singh, forecast more than 115% upside potential ahead for Teladoc stock. His buy rating is based on Teladoc outperforming its peers. But he also mentioned that downside risks such as loss of any major contracts and failure to improve revenue and margins from current members may impact his bullish share price target, which he lowered by a dollar a month ago to $207.\nAt the same time, even a more skeptical analyst, like Jefferies analyst Glen Santagelo, who put out a neutral rating on TDOC shares, sees 18% upside ahead. Santagelo is concerned about multiple upcoming expansions, as revenue deceleration and investments’ impact on margins for FY 2022 may have compromised some of TDOC’s acquisition power. Nevertheless, the analyst remains “cautiously optimistic” on their outlook for Primary360, a key service that allows members to choose a primary care provider and work with a care team.","news_type":1,"symbols_score_info":{"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":3585,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696909049"}
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