Give her an applause guys 👏. After what she's going through with her fund crashing, she comes out live on TV to explain herself. At least she's not hiding in a hole and being accountable about her actions.
@@jupiterjames4201 it might not be bad at $70-90. Netflix former users need to drop their money somewhere and Roku might be that place. But idiots bought in at $400 🤦
She has done nothing but promote her holdings as "the future!" without consideration of profitability. I hear no explanation other than her 5 year timeframe when no honest person can see further than one year at most. Her portfolio is "the future...of losses!".
Not so long ago Cathie Wood, was claiming the Oil barrel wouldn't reach 100$ again. Maybe she should consider some Oil companies shares to her portfolio, and make it more profitable.
6 months ago she was saying that deflation would be the major economic threat to the system, not inflation. What a joke. She might as well just buy gamestop and AMC.
If not for the war and more covid lockdowns in China, she may have been right but in this new reality, we have stagnating economy with rising inflation, stagflation.. a condition the Fed cannot fix without significant near term pain.
I used to respect her for being bold but she's been wrong on everything this year. The good investors are made during bear markets and recessions, anyone could have bought meme stocks in 2020 and done well
I'm pretty sure a guy who just made 280k wouldn't waste his time commenting on youtube videos (je you ask, no, I didn't make 280k either). Anyway, keep dreaming kido.
I read about a man in his 50s that started investing in stocks and real estate, then retired in 2years with over $6million, that right there is my utmost goal and I'd really appreciate clues and tips on how to reach this goal within 5years
@White House Down Thanks for sharing, just looked up the broker you mentioned on google and I'm super impressed with her credentials. I will be writing her an email shortly
Amazon partnership is never good. They learn from the partner and then throw them to wolves and open their own product in that space. They are highly anti-competitive.
In the 16 century they would have tied her up in a long Pole put a lot of "wood" and set 🔥. She did an spell in millions of people. With a pass of her magic wand she vanished all their 💰
They overpaid for Livongo when they were flying high during Covid it’s that simple and why the $6.6B impairment gapped the stock down on earnings. Whole market has been way overpriced though. Can’t ignore now they’re at 2015 valuation levels but since that time have grown revenues over 400%. P/S only 2.5
How are you wrong about so many facts??? In 2015, TDOC had less than 1/4 of the shares outstanding they have now. So the valuation has gone up more than 4x. And revenues are up like 20x not 5x. Are you just picking numbers out of a hat? Also, why is 2.5 low to you? With a 10% profit margin that's still a PE of 25 and they are still very unprofitable. People are so used to seeing the most absurd valuations that they have such a distorted image of what is reasonable.
There is a lot of human psychology lessons to be learnt here. You can tell yourself a story and find every bits and pieces to fool yourself to believe what is not present true. The issues Cathy need to consider more is the fact that TDOC business model is easily replicable by any major healthcare players.
They don’t. They only bring her on now to partially intelligently beat up on her. But regardless, she holds an enormous amount of peoples money and CNBC is calling her on to explain the “why” to her current moves for viewers.
When does this 5yr time horizon start? Tell us Cathie pls so that we start the count because if I open my trading account I see this for the last 5 years: Nasdaq +133%, Tesla 1335%, ARKK +86%. Thank God the call on Tesla was correct otherwise I don't know where ARKK would be
Does anyone know of a video where Cathie answers the question "how will your/her money-losing companies survive for 5 years when the #Fed raises rates, the market crashes, and her companies can no longer raise capital"?
My only question is why can't current profitable companies do what Teladoc does. I mean the low quality of health care services these days you would think Doctors out of Medical school and Nurse Practioners would be lined up to add more patients and get more revenue??
The balls on this woman. The returns she has promised looking forward is pretty much fraud but at the same time I kind of want her to win just because the rip on Cathie trade is crowded
@@bluejackscanada Con artist selling garbage to people crazy enough to buy it. Im mostly talking about that ugly Cyber Truck,but I guess it goes for Cathy as well.
There is no "S" curve when the competition is killing value. She just explains away all risk with time horizon and concept story. Once an innovator fails to monetize its story it becomes a concept stock. You can't own every dream hoping they develop intrinsic value. It's too rare. And if you play a stock like that, you need science or technology that says the company will prevail. It makes way more sense as a stock picker to search for intrinsic value and see if those companies add new "S" curves and greater value. If you want speculation, force yourself to define the intrinsic value of the speculation at a minimum.
16% of a market wouldn't be considered the "Backbone". ESPECIALLY a market that's open for competitors. Cathy and her followers need to stop chasing "the story" and start looking at the financial reports of a company and THAT'S IT!!!
I HAVE INCURRED SO MUCH LOSSES TRADING ON MY OWN...I TRADE WELL ON DEMO BUT I THINK THE REAL MARKET IS MANIPULATED... CAN ANYONE HELP ME OUT OR AT LEAST TELL ME WHAT I'M DOING WRONG ?
@@rohanmeha6488 I strongly advise you against self trading, it's really dangerous and had brought so many investors down, you need someone with the knowledge and strategies, someone dedicated to the crypto currency market business, and I will strongly recommend expert, Mrs Lisa Rickson's
@Amanda Kim Thank you for providing her contact here because this is not the first time I am hearing about kamari Telina and her trading exploites, she has really made a name for herself. Now I can reach her and invest with her.
I don’t know why but there is a part of me that believes her and think that long term she will be right and she will be laughing. Hard to see that now…
If so, buy the stocks she holds, and you avoid having to pay 0.75% of your investment to her every year. Yes she will be laughing because she knows that if she can get 0.75% of investors monies each year for five years, she can retire without having made investors any money. Keep telling the five year story, and The Greater Fool Theory will make her win.
buying into earnings in this economy is something i can't fathom. for months we have been seeing companies beating expectations and still going down 5%. even if it beat earnings and went up it would just come back down within a week or so. it's fine to believe in TDOC but understand where you are in the market cycle.
@@johnkla7866 everyones a genius in a bull market. Who other than Buffet hasn't been exposed and made to look like an idiot really? Anybody forced to constantly give an opinion has been made to look like a fool by this market. Goes to show these talking heads are no wiser than common investors. They just have billions to average down on positions.
Keep lowering the cost basis over and over, keep pushing the investing time horizon out more and more, and at some point even a dud can get you back to green. Very few of us get this kind of cash to keep deploying in the face of relentless price declines. This is a high-risk, Martingale type of betting strategy. I also still don't see why Teledoc has to win. A lot of players have been burnt declaring they discovered the secret to plugging all those billions wasted in healthcare.
Cathie Wood always say 5 years plan. I just wanna know when is her beginning and end of the 5 years plan. Seems like everytime she comes on to this talk and talk about her 5 years plan. She has been holding Teledoc since 2020
facts. I knew when it was around 190 a share and wish I could get in so today I finally got 50 shares and if next week brings any kind of drop then I will get another 50 shares. I prefer quality to over quantity. next stop nextflix
i doubled down..... maybe im stupid but at those prices its a very small % of my overall and i have a 15 year time table on my investments..... so no rush
I wish someone would ask her why Teladoc is in the ARK *genomics* fund. I feel like it's just there to prop up ARKK's holding of it, since it has nothing to do with genomics.
I respectfully disagree. At its core, the genomics revolution will turn medicine into a software problem, and I don’t think it’s difficult to imagine non-emergency medical offices all transitioning to remote services and doctors… basically, if you have to cut fat off the medical system, you’d get rid of everything except the doctor. Could you imagine using a home-based diagnostic system, upload the data to your doctor, have them give you a prescription for a cure, then it’s downloaded to a local pharmacy where an RNA printer manufactures your prescription? Pretty cool!
You don’t want to argue logic here. Someone will say that someday teladoc will be a service in unlocking the genomes to better provide health solutions… for every Jeff bezos, Elon musk and Steve Jobs are a million “experts” and cheerleaders.
Their thesis on Teladoc is about DATA - she thinks TDOC is becoming an information backbone in the US. Genetics, as applied to medicine at large scale, is literally all about data. It stands to reason that, if the genomic revolution takes off as Cathy thinks it will, TDOC will be well positioned to benefit from it. Again...this is IF her vision comes to fruition.
@@TheFrygar nonsense, if that's the case buy a genomics company. Teladoc is a pointless intermediary, it has no cutting edge tech in gathering gene sequencing, analytics or gene therapy. And I thought she's all about disintermediation like she keeps banging about?
Tesla is next, dozens of new EV’s this year and the real rollout will be in 23’. They have capitulated in terms of earnings, they’re not going to beat 10x in a row, Elon has even sold his overvalued shares for Twitter: smart move.
If Tdoc goes back to 300 a share, people gonna wish they bought. I've messed up buying and holding through the 2009 financial crisis. Not messing up this time.
One should learn from these people that how to composed when things are not going your way. This is what big portfolio managers are made of. One has to learn from them how to believe in conviction and be composed is bad time.
My heart goes out to Cathie she has a good heart those that are in Teledoc this will give them comfort just got to understand the risk Cathie is smart. Hopefully all goes well
@@Jay-xr3sb my thought is if you are investing in ARK you got to know the high risk high reward factor. Maybe she is very confident her ETF will be that price long term. If someone is not confident in her ability to do so then they have the option of leave. To disclosure I don't hold any position in ARK. I would think anyone investing in stocks should know there is no absolute certainty if not then it is a tough pill to swallow and if someone if giving absolute certainty then that should be a red flag for their consensus to invest in that firm or not.
@@irish_vanity You still haven't learned your lesson it seems. Fortunately for you, your stocks will keep crashing and maybe eventually you'll understand.
Cathy Wood has the right vision and she is right most of the time but market has ups and downs with multiple waves of oscillations and it isn’t pretty this month. Just relax.
No, she is just interpreting the real data. Not getting emotional like all the other CNBC clowns 🤡. A few years back, everyone was laughing at her and saying TSLA will go bankrupt.
She loved pumping her stock when everything was rallying. Ark funds also own 25% of TeleDoc, perhaps she is a little biased with no one to sell to. This is what you get for mindless pumping and no risk management.
RIP Ark investors lol. She's horrendous, can only return in ultra QE environment. Drinking bleach has drawbacks I see, she needs to get an appointment with Teladoc. At some stage, gross negligence becomes fraud.
why dont you mind your own business about it ? I used her fund in early 2020 because of how well adjusted it was during QE times. After 100% of gains, you should have taken profits. How is it fraud ? What type of communist thing to say is that ? You are free to buy her fund or leave her be, we have a free market economy.
Here’s the best question to ask CW: why not sell at the top and buy at the bottom? Dollar cost averaging makes NO SENSE for any savvy investor or trader.
Hindsight 20/20? How is she, or anyone, supposed to know when "the top" is and to sell then? Your comment comes across as ignorant. In addition to this, she has stated multiple times they have a 5-year time horizon - not one quarter. 'MaKeS nO sEnSe fOr AnY sAvVy InVeStOr". Cringe.
feels like she is really just telling a story to herself imagining everything is going to happen the way she dreamed of, 100% market revenue increase every single day...LOL
If the stock goes down another 50% from here which is highly likely in a bear market, I bet she will capitulate. 600% to breakeven is damn high.. imagine when that gets to 1200%
From 280s to 35. Plugging away a stock at every drop and now saying 5 to 10 year horizon??? What are the people who bought it at 200 180 150 100 gonna go?? They probably bought every dip and are now out of cash!! Irresponsible on her part. She will continue to unload Tesla stock and buy these up. She forgot that not everyone have capital supply like hers!!
