John is still 0/5 as of Jan 2020. I think the monkey with a dart is doing better than him.

Everyone here is overthinking the short thesis on SDC. They’ve been operating under this level of scrutiny since 2014. Their addressable market given the price point is far greater than ALGN. There’s an acceptable level of risk with every product and the DOJ will allow SDC to continue to operate because the pros of the affecting the greater good outweigh the cons. Ask yourselves what the incentives of those lobbying Dentists are...this is an easy 3x.

Ridiculous analysis. He claims they'll get to EBITDA margins above Invisalign who has much higher pricing. Their margins have to go down not up, its not that the regulators are going to put them out of business, its that they are going to require some basic oversight of patients so people who shouldn't get the product don't. Also the product is really not effective, one has to go to the dentist to have some attachments put on the teeth so it works correctly.

Thanks for having John back, especially appreciated commentary on previous trades! Real Vision could do more of this, include quick updates on prior picks, whenever a guest returns. Thanks RV!

Dental boards have a duty to protect dental patients. That is their purpose. Moving teeth without radiographic clearance prior to treatment is reckless and invites not only litigation but also doing real harm to patients. These are the facts. The Dental Board of California recently made a rule that every ortho patient must have radiographs prior to treatment. Every normal dental office already plays by this set of rules. First you make sure the patient has healthy gums and teeth, then you proceed with ortho! Not the other way around. This trend of state Board action will not stop. I'm a dentist, and tons of dentists are short this stock. All my friends are short and refer to this stock as "trash". I'll get out the popcorn when patients start bringing the "teledentist" who approved some of these cases where the patient has rampant gum infection to the Board of Dentistry. I totally disagree with John, I would sell this dog of a stock. I have no position and usually when I short stocks I get run over.

My wife is a lead ortho assistant and recently went to a conference where she brought up the topic of Smile Direct Club in between sessions and at lunch. 100% of them were against it and told horror stories about clients that came into the office. As much as I think this is a major disrupter, if the community isn't behind the product, that says something. It still could get legs, but it might be a much harder fight then a pure $ play like many who talk about it.

This is why many people become State and local politicians... write laws to eliminate your competition.

This guy picks iPic which lost tons of investor money and now the guy wants smiledirectclub. This guy is not a good investor. Smiledirectclub cannot survive in this market. I will not argue whether this product is good, I will argue there is so much competition that could enter this market easily. The debt this company sits on makes it a zombie unicorn.

Believe Smile Direct will be facing numerous government challenges. Since this video was recorded, California came out with a new law that hurts the company's business model. Trading for 6x sales and losing money, would wait on this one.

John still has one of the best track record on Trade Ideas even if iPic goes to zero.