I have a large percentage of my “fun money” in a company called Teladoc, which I’ve mentioned before. The stock’s been getting crushed again lately, but nothing like its original collapse. It went from $300 to $6.35 over the years, mostly due to bad management, overpriced acquisitions, and no real vision for how to make money or disrupt the industry.
I bought near the bottom because the financials showed they were generating $2.5 billion in revenue, only slightly unprofitable, and trading at a market cap that’s just 50 percent of annual sales. That market cap tells you one thing: nobody believes in management.
The stock did bounce when new leadership came in, but they left Mela Murthy on board, and she needs to go. Leadership is two things: having a vision and executing it. The bonus is being able to tell that story well to investors. She is none of those. When she speaks on earnings calls, she drags the entire tone down. Last week, she used the word “headwind” at least a dozen times. She sounded more skeptical than the investors listening. Then Chuck, the CEO, came on and delivered the same data, but in a way that actually gave some hope. He acknowledged the challenges while laying out where the opportunities are.
My guess is Mala carries that same aura in her daily work. And as CFO, she never talks about cost controls. That is half the job. If she simply said the company was working on reducing costs, the stock might double. Instead, she throws out vague lines like “we need to bring customer acquisition costs down.” No kidding. The point is how you plan to do it.
I still believe Teladoc has a real future if they can get the story straight and make better use of their assets. They need to stop trying to look like a traditional health company and lean into the consumer side more, beyond just BetterHelp. Make it easier and better than going to the doctor. The product already is. Now tell that story. The government has already cleared the way by allowing it to be pre-deductible.
And get rid of Mala.
This is going to take a few years, but I think there is a shot at a 5X return here. Or I lose half my money. I will take those odds.
Quote of the Day: “You don’t find value stocks. You wait for them.” — Joel Greenblatt
Domain of the Day: DeepGen.com Sounds like an AI name all the way
Please Note: The list below contains affiliate links and/or names that have been posted for a fee. It is how we pay for our time since it is a free site. More details at bottom of page. Can go to any of the auctions by adding the names at the end like this one
Dynadot
Sooda.com I see Soda but an upgrade name for several different things. Crossed 4 figures already
WEQY.com a fake CVCV ?? You know with the Y and all
Vonc.com I’ll call this pronounceable
Electricity.io Ends today. Can’t find a hotter keyword than that. I think it crosses $5K
Vegetarian.io Another Top Shelf .io up for auction. Wow
HS.money I had no idea there was a .money. Renewal is only $30
WickedParty.com Boston Party
Snaggin.com Faster and cooler than snagging
BigNode.com Only one bidder. Deal at $10 IMO
Namejet
InfoChain.com In auction. Data and onchain are friends
BedBuddy.com A lot of uses here. toys and dating app come to mind first
SBI.com We’ll see if this really makes it to auction. Will be a ton of front running
ClinicAI.com add to Clinic.ai
AiCounsel.com Get your AI lawyers here. talked about it on DomainSherpa. We liked it
RestoredHealth.com Love this for a rehab name
BitLogic.com Coming Mid month
MakeorBreak.com At auction and I choose Make
PaidVacation.com I love this thought as well. Fun brand
Atom – Active Auctions
Kinel.com 6 bids. Fails the radio test but I see some value here
SN7.com Curious to see how this does as a non expiring auction. Expiring LLN crush
Storeg.com Nice brandable for “Storage” company
NOCP.com Solid letters here. Moved to BIN of $1350
TQIL.com Total Quantum Intelligence Laboratory. BIN at $399
PCGD.com Great letters. Bidding is at $100
DXDM.com Didn’t sell. BIN now $825
CuteBoy.com A little creepy but I can see the value
Sedo
XOIM.com I will call this pronounceable like “ZOHIM”. Reserve under $500
Chatterbox.de The Germans love their .de
GYCN.com No reserve at $20
HTTK.com Also no reserve but at $30
Nixdy.com Met reserve at $79
Boarded.com Received a nice opening offer to start the auction. No reserve
XCL.ai At $1900 BIN
Catched
Mack.co Here comes the Mack………..dot co
Crypto.law Top name on the Catched board this week.
Cryptocurrency.club Big keyword and yes I’d rather have crypto.club too but that’s not up for auction is it?
TCC.mx Another dot mx getting good bids
Blocks.pe One of the few dot pe which will ever have bids
SGT.es LLL with strong letters always get bids on Catched
230.es. another dot es getting bids
Keenan.xyz Buy it cheap enough and sell it as an email
YouChain.org Blockchain name with a few bids
Godaddy Domains with Bids
SCTH.com Top number of bids on the GD board today. Because of the letters
Monetix.com Obviously exudes money. Already a company operating on dot pro
ShareSpace.org cowork, apartments, server space
Venux.com So much cheaper than Venus
TruthCenter.com Going to be an empty center lately
AIRock.com Rock AI is better but this still has value
DNLV.com Domains Las Vegas
MyWebsite.net Website builder
TheSolana.com Solana is a top 5 coin
BornToBeFree.com Sounds more like a blog than a brand but still value
BuilderService.com Homes, websites
HumbleBee.co Getting a few bids
AuthenticWoman.com The best kind of woman
VirtualReality.co Surpised this is not at four figures yet. Have we given up on VR?
AiAdMaker.com How most ads will be made
1Strategy.com Sounds like a marketing firm
AllStarDomains.com for one of you guys to start your portfolio
Poach.org not animals but find things
TattooRemoval.org HUGE category. Everyone is removing the ink
Godaddy Names with 1 or NO Bids
Other GoDaddy Names With More Than One Bid
1Strategy.com
26068.com
504365.com
506365.com
509365.com
678ty.com
85466.com
85899.com
88156.com
94665.com
ActionMoms.com
AdWeekMedia.com
AiAdMaker.com
AiRock.com
AlcoholicArchitecture.com
AlleganyHealthDept.com
AllStarDomains.com
ApplyForCreditCards.com
arcommunications.com
AuthenticWoman.com
BestSteakRestaurant.com
BornTobeFree.com
br89.com
buckies.com
BuilderService.com
Com365.com
Consensual.net
DarkWatchPatrol.com
DeepGen.com
dnlv.com
drricar.org
dtigroup.com
edesserts.com
EmailsFix.com
erons.com
ExitStencil.org
figmacrashcourse.com
FitBuddies.com
gcpower.com
golden-rock.com
gotleds.com
Gran-Net.com
Granth.net
HadleyTaylor.com
HaltVancouver.org
HasCom.com
HealthyMagazine.com
Humblebee.co
ifall.com
inxeba.com
joinipsa.org
KenNybroBerg.com
Local-Flag.com
MansClub.com
MillerMail.com
MinerCash.com
mktnow.com
Mondo.us
monetix.com
MusaCancun.com
MyWebsite.net
NatureCat.com
NearlyImpossible.org
NeurovascularMedicine.com
nursingcollegejihs.com
octogo.com
OrganicIndustries.com
OrlandoDance.com
pacontractorinsurance.com
PlanetStar.com
Poach.org
PokerProLabs.com
PolicyWay.com
PopSami.com
PresidentAsSad.net
racialequitysf.org
reachh.com
sciencely.com
scth.com
SelectFoodsMarket.com
SeoCycle.com
ServiceStations.com
SetForMarriage.com
shabik.com
ShareSpace.org
TattooRemoval.org
theepittsagain.com
TheGlitterGuide.com
TheSolana.com
Trax.tv
TruthCenter.com
turkuazjakarta.com
TurningLeafTour.com
udav.com
UsPerformingArts.com
venux.com
vhwa.com
villabejiindahbali.com
VirtualReality.co
WarriorNunSaved.com
yy69.com
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