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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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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“模因”地位。但这家由Cathie Wood支持的远程医疗公司的股价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公司，Teladoc最近看起来相当迷因。它在各大论坛上的人气上升；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家族中最大的头寸之一。该公司因其颠覆性的商业模式而被选中，这正好符合伍德女士的投资策略。</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Cathie Wood的“模因股票”赌注。这是您应该了解的关于TDOC股票的信息。</blockquote></p><p> <b>Cathie Wood is buying the dip</b></p><p><blockquote><b>凯西·伍德正在逢低买入</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>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中持股最大的公司（<b>ARKG</b>），占本基金的7%。它也是ARK Innovation ETF的第三大持股（<b>ARKK</b>），占该基金的6.5%，仅次于特斯拉（<b>特斯拉</b>）和Roku（<b>ROKU</b>)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近11%的股份，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，就在COVID-19大流行的中部。今年早些时候，Wood提到，她看好Teladoc是因为她看好人工智能（AI）驱动的远程医疗创新。她预计人工智能市场在未来十年可能达到30万亿美元。Teledoc收购Livongo后，Wood女士认为Teladoc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和其他疫情居家游戏在大流行后世界的前景时，伍德夫人重申了她的信念，即新冠肺炎只是加速了正在进行的创新进程，无论疫情是否逐渐消失，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股价已下跌近65%，但伍德甚至在今年12月初仍继续逢低买入。</blockquote></p><p> See the chart below:</p><p><blockquote>见下图：</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控股公司。</span></p></blockquote></p><p> <b>Why is TDOC a meme stock?</b></p><p><blockquote><b>为什么TDOC是模因股票？</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”（其本身基于社交媒体提及次数）和基于空头兴趣的排名等因素。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持股名单上排名第三（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：MEME 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>TDOC流通股中有相当大的14%目前被做空。围绕该股糟糕的交易表现和大流行后前景疲软的看跌情绪可能推动了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股票的共识表明，该股属于“适度买入”。其平均目标价为159美元，意味着未来还有67%的上涨空间——这是基于22位华尔街专家过去三个月提供的分析。</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无法提高现有会员的收入和利润率等下行风险可能会影响他看涨的股价目标，一个月前他将该目标下调了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，即使是持怀疑态度的分析师，如杰富瑞(Jefferies)分析师Glen Santagelo，他对TDOC股票给予了中性评级，也认为未来还有18%的上涨空间。Santagelo对即将到来的多次扩张感到担忧，因为收入减速和投资对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，分析师对Primary360的前景仍然“谨慎乐观”，Primary360是一项允许会员选择初级保健提供者并与护理团队合作的关键服务。</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“模因”地位。但这家由Cathie Wood支持的远程医疗公司的股价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公司，Teladoc最近看起来相当迷因。它在各大论坛上的人气上升；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家族中最大的头寸之一。该公司因其颠覆性的商业模式而被选中，这正好符合伍德女士的投资策略。</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Cathie Wood的“模因股票”赌注。这是您应该了解的关于TDOC股票的信息。</blockquote></p><p> <b>Cathie Wood is buying the dip</b></p><p><blockquote><b>凯西·伍德正在逢低买入</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>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中持股最大的公司（<b>ARKG</b>），占本基金的7%。它也是ARK Innovation ETF的第三大持股（<b>ARKK</b>），占该基金的6.5%，仅次于特斯拉（<b>特斯拉</b>）和Roku（<b>ROKU</b>)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近11%的股份，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，就在COVID-19大流行的中部。今年早些时候，Wood提到，她看好Teladoc是因为她看好人工智能（AI）驱动的远程医疗创新。她预计人工智能市场在未来十年可能达到30万亿美元。Teledoc收购Livongo后，Wood女士认为Teladoc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和其他疫情居家游戏在大流行后世界的前景时，伍德夫人重申了她的信念，即新冠肺炎只是加速了正在进行的创新进程，无论疫情是否逐渐消失，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股价已下跌近65%，但伍德甚至在今年12月初仍继续逢低买入。</blockquote></p><p> See the chart below:</p><p><blockquote>见下图：</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控股公司。</span></p></blockquote></p><p> <b>Why is TDOC a meme stock?</b></p><p><blockquote><b>为什么TDOC是模因股票？</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”（其本身基于社交媒体提及次数）和基于空头兴趣的排名等因素。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持股名单上排名第三（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：MEME 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>TDOC流通股中有相当大的14%目前被做空。围绕该股糟糕的交易表现和大流行后前景疲软的看跌情绪可能推动了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股票的共识表明，该股属于“适度买入”。其平均目标价为159美元，意味着未来还有67%的上涨空间——这是基于22位华尔街专家过去三个月提供的分析。</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无法提高现有会员的收入和利润率等下行风险可能会影响他看涨的股价目标，一个月前他将该目标下调了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，即使是持怀疑态度的分析师，如杰富瑞(Jefferies)分析师Glen Santagelo，他对TDOC股票给予了中性评级，也认为未来还有18%的上涨空间。Santagelo对即将到来的多次扩张感到担忧，因为收入减速和投资对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，分析师对Primary360的前景仍然“谨慎乐观”，Primary360是一项允许会员选择初级保健提供者并与护理团队合作的关键服务。</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":2834,"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,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696909049"}
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