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Sadly, this is how I’m feeling this week.
What laptop do other firms use?
Has anyone passed the 2021 payables exam?
Thoughts on Anomaly London?
Additional Posts in Option Traders & Investing
Puts on RCL?
9/9 Thread (General):
5/4 Thread (General):
PLTR projections - thoughts on this company?
lol are we just gambling addicts by another name
Time to buy or time to sell??
NOK next get in while ya can homies
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unlock all discussions on Fishbowl.
Mentor
Seems that IPOC may only be a long term play. Markets not liking it, but theres clearly something to it for Clover health since google and other major players are invested as well
Mentor
IPOC sucks - no way Clover can compete with UnitedHealthcare and Humana in Medicare Advantage. Boomers will go with trusted companies over start ups for something like health insurance
Chamath tried to spin it as a tech play - don’t be misled. It is a health insurance company
I think no one in the insurance start up space has a clue. My guess is some aspect of
Clover (but not the business model) has value. The business model isn’t unique. Every start up has pivoted to Medicare advantage because it is the only way to make any money. IMO. Everyone wants to disrupt insurance but no one has been able to. I would follow where Optum invests.
Subject Expert
Isn’t it merging?