Look, the whole telehealth thing… it was convenient, okay? For a while. The idea that you could, you know, complain about your rash to a doctor on a screen without having to actually go anywhere? Brilliant. But brilliant doesn’t pay the bills, does it? And that’s the problem with these stocks, like Teladoc Health (TDOC 3.50%) and Doximity (DOCS 1.83%). They were built on this temporary convenience, this little loophole, and now the loophole is… closing. And people are surprised? Seriously?
It’s like ordering room service every night for a month. It’s great, until you get the bill. And then you’re thinking, “Maybe I should have just gone to the grocery store.” That’s where we are with these companies. And the worst part is, it’s 2026, and they’re still expecting a miracle? It’s just… exhausting.
Medicare’s Little Game
So, during the pandemic, everyone panicked and decided, “Let’s just let people see doctors on Zoom!” Fine. Makes sense. Temporary measure. Except, now someone has to decide when the ‘temporary’ ends. And of course, they make it complicated. They’re reimbursing for telehealth if you’re in a rural area, or if you’re having a mental health crisis. But if you just want to ask about a persistent cough while sitting in your perfectly comfortable living room? Tough luck. It’s like they’re saying, “We want you to be healthy, but only on our terms.” It’s infuriating.
And it’s not just the reimbursement. It’s the principle of the thing. They create this system, get everyone used to it, and then pull the rug out from under them. It’s a classic bait-and-switch. And people are shocked when the stock price drops? You have to see this coming. It’s just… predictable.
Teladoc and Doximity: The Slow Descent
Teladoc, the pure-play telehealth company… honestly, what did they expect? They were relying on this one thing, this temporary fix, and now it’s going away. Even before this Medicare thing, their growth was… sluggish. Now, it’s going to be worse. They’re unprofitable, they can’t get reimbursed for their therapy services, and they’re expanding internationally… which is great, except it takes time and money. It’s a mess. A perfectly predictable mess. And people are still buying the stock? I just… I don’t understand.
Now, Doximity is… slightly different. They’re not just telehealth. They’re a networking platform for doctors, a place for them to read articles, and a way for pharmaceutical companies to bombard them with advertising. Which, frankly, is brilliant. They’ve diversified. But even they’re not immune. They’re profitable, yes, but their growth has slowed. And 80% of doctors are already on the platform? Where are they going to find new customers? It’s like trying to sell more newspapers when everyone has a smartphone. It’s just… not going to happen. And the stock price reflects that. It’s a slow, agonizing decline. And people are surprised? Seriously?
Look, I’m not saying these are terrible companies. I’m just saying they were built on a temporary convenience, and now that convenience is fading. And anyone who thought this wouldn’t happen… well, they deserve to lose money. It’s just… the natural order of things. It’s a perfectly predictable mess, and frankly, I’m exhausted just thinking about it.
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2026-01-27 18:02