Source: https://ir.teladochealth.com/news-and-events/investor-news/press-release-details/2023/Teladoc-Health-Reports-Fourth-Quarter-and-Full-Year-2022-Results/default.aspx

It is clear that the company's expenses are growing at a much faster rate than its revenue. This is not sustainable in the long run and will eventually lead to financial difficulties.

are we seriously still talking about the next EV "Tesla killer" in 2023? Mind-numbingly boring. At this point the focus should be on legacy vs Tesla. It'd be 2030 and these EV startups are still not cashflow positive.

Bolt beat the model 3 to market.

Analysts really seem awfully close to weathermen. Always right never accurate

There there

That is correct. Paying off some debt would have probably been better long term than paying us the dividend.

The special dividend was from selling their stake in Rivian. It was a one time event. You may be correct though they could have used it more effectively

If this is their business strategy i’m never buying their stock.

Sell cars, sell subscriptions, and greenwash.

Got it.

Right, if the market made any sense, Tesla would be treated like the 13th largest auto manufacturer in the world, not the largest.

Have you ever been in a Rivian? They rip from 0-60 and drip luxury. Far better build quality than any recent Tesla, and a better feeling of power for all the rich 30 somethings who want a truck to feel big and electric to feel green (even though 7 tons of batteries can’t be green in any way).

I thought they were a bit of a joke till I rode in one. Very bullish now.

haha yeah, get some theta this time. the market can stay irrational longer than you can stay solvent :D

Above is just 5% of what RIVIAN is about. They've been approached by universities to redraw their energy map, just one case - they have so much going they asked Mercedes Benz to take a hike.

I appreciate your optimism but my $205 strike expires tomorrow and I paid $6 for them.

I lost this round but I’ll get it back when I coattail ride the eventual fall. At this point, it’s going to be a spite trade.

Difficult not to hear it since AI was mentioned "only" 75 times

Even better!

Yeah but did you hear the ceo say AI

So I should sell my 50 shares tomorrow and use the money to buys puts expiring in 2-3 weeks?

1. record sales during q4
2. happy customers
3. fed tax credit once dual motor models available
4. I just like the truck

Buy calls for earnings play

Being right at the wrong time is the same as being wrong

depends how much theta you got i think this is just longs pumping it up with calls to sell out and generate some bag holders with their price target increases.

It go down

Tesla waited until 2018 to scale up for midel3 which is when negative FCF became big. Rivian on the other hand is scaling up from the get go which is why it has such as large cash burn. Same reason but different ramp up speeds.

Tell us you have puts without telling us you have puts.