dumaflotchie’s Activity

Yesterday

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 9:42 PM

Re: TeleDoc Revisited - Tinker?

Yes, I knew it was video teleconferencing. You think that is equivalent to being in the same physical space as the patient????

I have never been a psych patient so I really don’t have your real-time experience.

But yes, I do [more]

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 9:34 PM

Re: TeleDoc Revisited - Tinker?

Psychiatric care is probably a bad example, since body language, intonation, etc. is an important part of knowing what is going on.

Of course much as your politics, you clearly dont know what you are talking about.

Obviously [more]

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 9:32 PM

Re: Teladoc (TDOC)

Sorry...one last item Saul since you expressed concern about the Best Doctors growth prior to acquisition, I think they did acquire it for a P/S around 4?

But perhaps more important, this is what they said at their first conference call post [more]

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 8:16 PM

Re: Teladoc (TDOC)

Saul:

I meant to add that in slide 8 of that linked presentation slides, they gave the assumptions behind the $28 BILLION TAM:

$5,500 case rate for 5.1 million occurrences annually.

So could that be [more]

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 8:05 PM

Re: Teladoc (TDOC)

Saul:

It seems they clearly new they were trying to enter a new market with Best Doctors. It is based on their desire to be THE platform for telehealth......as you know there mist at least a dozen other wannabe’s out there like [more]

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 7:51 PM

Re: TeleDoc Revisited - Tinker?

Thanks Mauser.

Their “visits” are growing massively now at 1.4 million visits this year.....revenue growing massively as well (45% organically).

Take a look at the presentation slides I linked.

I appreciate what yuo are [more]

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 6:00 PM

Re: Teladoc (TDOC)

Hey Saul:

Thanks for the post....am also kicking tires so please allow me to free though the whole Best Doctors and debt issue.

I reviewed their last earnings slides here:

[more]

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 3:45 PM

Re: Do any of you have candidates?

Sorry......hit submit by mistake:

2) TDOC -see post here about why the interest:

http://boards.fool.com/teledoc-revisited-tinker-32926017.asp...

3) [more]

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 3:32 PM

Re: Do any of you have candidates?

Do any of you have candidates you’d like to propose for a possible double? I’d be glad for some suggestions.

Saul:

You want to rest of us to put our necks out there eh? :)

I am now doing exactly what you are [more]

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 3:22 PM

Re: Net Neutrality

Tinker:

Respectfully......are you really trying to argue with the people that brought us Obamacare, cash for clunkers, Hilary slush fund, $ trillions of national debt, more food stamps and poverty, murder capitals of the world, [more]

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 2:46 PM

Re: Nutanix and Performance Testing

The article was from 2 1/2 years ago.....would it be possible for you to post something more timely?

NL

Boards Post

dumaflotchie posted to the New Paradigm Investing board. 2:37 PM

TeleDoc Revisited - Tinker?

Back in July, I posted on TeleDoc here:

http://boards.fool.com/alan-teledoc-32764942.aspx?sort=whole...

Today, I received notice from Aetna that [more]

Thu Dec 14

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 10:03 PM

Re: The Trade Desk 101

Tinker:

Recall our previous discussion about TTD that reveals its strategy outside a direct head to head competition with GOOG, FB, AMZN, etc. Perhaps if they only offered another wannabe on programmatic internet advertising, your concern [more]

Mon Dec 11

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 6:00 PM

Re: BlueBird - and the CAR-T Bandwagon

Thanks tinker and yes, I am up 110% since August.

I have decided to stay put for now...interesting that Celgene has the most to lose for the multiple myeloma indication in light of their $7 billion drug already on the market...and yet they [more]

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 9:33 AM

Re: BlueBird - and the CAR-T Bandwagon

Stock up 30% in premarket!

What an amazing run.....now the challenging part....is their present market cap justifiable for the TAM just considering the multiple myeloma indication (ignoring the other pursuit for a moment).

[more]

Sun Dec 10

NL

Boards Post

dumaflotchie posted to the New Paradigm Investing board. 9:38 PM

BlueBird - and the CAR-T Bandwagon

A while back, I posted on CAR-T flavor of the day:

http://boards.fool.com/bluebird-and-the-car-t-flavor-of-the-...

The suggestion was that [more]

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 6:51 PM

Re: Nutanix story

Despite 45 posts so far in this thread, I haven't seen anyone address:

- rapidly slowing growth - last 5 quarters:


Hey Bear:

Thanks for that post and keeping it real with numbers!

This has been addressed [more]

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 6:41 PM

Re: Nutanix story

Let us be clear, Nutanix may provide software for data center (similar to VMWare) but it is by no stretch of imagination a SaaS company. It is not like you wake up one day and decide you want to be a SaaS company and decide which application you [more]

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 2:07 PM

Re: Nutanix story

Tinker and Mauser:

I believe their financial situation has improved over the past few years....not deteriorated.

Recall there was some Ram increase issues that weighed in on margins earlier.....that goes away as they transition [more]

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 1:26 PM

Re: Nutanix story

Tamhas, How do you reconcile this with Nutanix's 94% approval rating that Tinker pointed out? The highest he's ever seen for any such company, I think he said.

Saul


Saul:

These anecdotal queries are worthless [more]

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