IPOB is up 133% on the year. Would you buy IPOC right now as it’s only up 5%?

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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

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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

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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.

Isn’t it merging?

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Hello Fishes, motive of this bowl to share opportunities / share your exp with each other and not to just like posts. Please share with everyone who is into analytics so we can help each other.

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I'm joining Acc in Nov mid.
Need to know if 19th Nov is a public holiday for Gurgaon location ?

Thank you.

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More appropriate yesterday but still made me lol.

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Puts on RCL?

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9/9 Thread (General):

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5/4 Thread (General):

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Three observations from my market analysis this week:
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Time to buy or time to sell??

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NOK next get in while ya can homies

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Just want to say been buying MS shares for a long time and finally made a good option play timing the market.

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