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Caremax ($CMAX) - the next highly volatile highly speculative play
Insider Trading Weekly Update #040: Buffett Adds 9-Figures to $OXY Stake, $LAZR CEO Buys $21M Over 2 Days | Insider Trading Recap
This is it folks. You heard it here first 🤝
18 executives of Netflix including the Co-CEOs and CFO have sold off a portion their stock as of July 01.
$CANO Big Way to Play Boomers Aging, Execs Recently Made Huge Open Market Purchases
Mentions
Why AGL? (I have my reasons but want to hear yours.)
No more chats about AGL ? :D Is RVPH falling before the big rise ?
AGL falling at .8$, we don't mind, right ?
I don’t think he’s the new CEO, though, he was one of the founders and chaired the board, and as far as I can tell he’s just sitting in the chair until they figure out a more permanent solution. One of the many updates the company owes investors IMO is commentary on the state of the CEO search. My broad thoughts about the turnaround case haven’t changed much since I wrote it up here, but in a nutshell I’m reasonably bullish on it for 2026, but I think it’ll bounce around $1 +/- 20 cents through the end of the year. Given how low it is right now, one can plausibly swing trade it for 10-20% gains over the next few months without massive outsized risk. The only things that could make it spike above that IMO are: 1. Flatness / reduction in utilization thru Q3-4, which would be very surprising given historical Medicare utilization seasonality 2. A meaningful positive update on their payer contracting. They’ve largely accomplished the most critical contracting change needed (carving out Part D), but if they can up their MLR targets or increase the size of their Quality / Stars bonuses then they’ll change the economics of the business and it could flip 3. Either a payer buys them (very possible) or CD&R takes them back private (less likely from what I hear, but I could see an angle with Mosaic) Beyond point 1, they’re kind of stuck with their current state through the end of the year. AGL bought growth by underwriting downside risk for their provider partners, signing questionable payer contracts, and taking boundless two-sided risk (esp. on Part D) too fast and on populations they didn’t really understand. In parallel, they didn’t really build the infrastructure needed to actually bend the cost curve despite their high platform costs - see Williams’s comments about how they’re still working to reliably understand and track member-level spending, which is absolute table stakes. None of this mattered when utilization was down between 2020-2022, but the check has now come due. The company has taken turnaround steps and the market outlook is more optimistic for next year in my view, so I like it as an investment in the 6-12 month horizon. I don’t want to sound like I’m down on it, I just want to share my take so people can dig in themselves and go into it with a clear-eyed view
Personally, I learned my lesson(s) along the way and didn't invest more than 1% of my portfolio in BYND and closed those using trailing stops with around 4,000% return. That sounds impressive, and as an individual trade it's probably been my best so far, but in absolute dollars that translates to 15 x $1 call options for $150 out of which I closed 5 early for $30 each to recoup my investment and 10 that I closed for $450 each for a total return of $4,500 on my $150 investment. But, being a (greedy) human, I then ended up dropping around $250 on two more $4 calls that are currently worth $30. That said, I'm not entirely certain that BYND is fully done. I can see a scenario where we go down to around $1.50 and from there go up again to at least $8.70 one more time https://preview.redd.it/48qj178xx9xf1.png?width=1539&format=png&auto=webp&s=f196f7de0f26a814577674c430cfdb0af065d4cf There are obviously no guarantees, and this is definitely not financial advice but just my opinion, but I'll be keeping an eye on that, and if I can see turnaround signs at around $1.50 I'll drop at most another 2% of my portfolio in BYND. Besides that I already looked around what else might have potential and got myself the following call options for around 1% of my portfolio each... **Jan. 21st, 2028:** \- WEN $10 \- IBRX $2.50 **Jan. 16th, 2016:** \- RVPH $1 ...and am planning to get myself calls on Monday for: **Dec. or Jan.:** \- AGL $1 **Jan. 2027 or 2028:** \- ASST $17.5 All of those are based on chart patterns and what I (believe I) see on those charts right now. Each of those offers incredible risk/reward ratios so if I'm only right on one of those if would return way more than the cost of all trades combined. It's worth mentioning that IMHO all these trades only make sense in the form of options, due to the relatively small amount required per option and the higher payoff compared to buying the shares each option represents. Anyways, that's my 2cents and plan for now. We'll see how that works out and if I stumble upon anything else during the next couple of weeks. Regarding BYND it's maybe worth mentioning that it would be nice to know the actual short interest right now, to determine if the rally was helped by shorts covering or if shorts simply doubled down and increased their risk, but I doubt I'll get an answer to that question in time, so I'll just watch the chart, as mentioned, for a potential turnaround around $1.50.
I know this company well and have been in and out of this stock since ~$0.95. I’m a firm believer in the industry but AGL has a lot of problems. I actually did a bullish write-up here on it a couple months back, though that was before their fireside chat at Jefferies in which Sell said some pretty troubling things I’m thinking about getting back in because I see tailwinds for the industry writ large and suspect AGL can ride them to better profitability, potentially very quickly. Still, I don’t think this is a case of a company being undervalued relative to its worth as of right now
Thoughts on AGL? Similar, could boom
AGL presenting at Jefferies on 9/30. I would expect this means they have revised guidance, but even if not, they should have material updates about their payer contracts and Medicare Advantage Stars outlook for 2026. Given UNH and ELV sharing 2026 outlooks that are more broadly positive than expected, there’s a decent chance AGL (which manages plenty of UNH and ELV members) offers something similar.
AGL, but I’ve already written it up here. A little up and down of late but we’re entering Medicare news season and I’m very bullish
Yep. IMUX +5.4%, EDGM +25%, AGL +1%, UAMY (not really a penny anymore but still holding) +4.9%. CAPC down 8.3% but my position there is small. Overall not a bad day Some of this is strategy, plenty of it is blind luck ngl
Medical margin used to be much higher, and on mature patient cohorts looked like it could get up near $200 PMPM. I think the market assumed that would be the terminal medical margin for the whole population and valued it accordingly. It was also a very bullish time for the sector and you had valuations that are hard to defend in hindsight (if you think AGL is bad, remember that Cano SPACed at $4.4B). I really do think we’ve over-corrected in this space and companies that stabilize their platforms and focus on the profitability levers they can control will be rewarded. It seems like that’s AGL’s strategy, but it remains to be seen how well they execute it
The whole thesis is just a cheap P/S ratio? May I suggest looking at something like $HUM? It’s profitable, pays dividend, growing revenue, and P/S is not much higher than $AGL.
VBC growth has definitely slowed down, but tbh I think that’s more likely good than bad. I basically agree with your view that there’s a shakeout coming and I think it’s already well underway - to me, the collapse of Cano and CareMax were the first big waves, and I expect there were plenty of down rounds across the privately held enablers. I’m just much more bullish on AGL’s prospects at finishing among the winners; they have a real niche among the large physician groups (a different focus market from Aledade’s) with which they have 20-year JVs, a history of generating medical margin, and sufficient scale that focusing on profitability vs pure growth is worthwhile. Aledade may well be the stronger company but I don’t expect we’ll ever have the chance to put money in them, and I see AGL as far above any of the other public competitors (let’s be real, Privia is mostly an FFS shop) To me, the real story here is that semi-resetting MA economics on Jan 1 will have an outsized effect on VBC enablers and the time to get in is likely between now and sometime in the first half of Q4. The same effects everyone is counting on to buoy HUM and UNH will be much more concentrated and impactful in AGL It’s truly a fascinating space, and I’m looking forward to seeing how it evolves in the next 24 months. This is going to be a critical stretch for the future of the US private healthcare industry and IMO that fact is really under-discussed
Bought 50 AGL calls with all of my money because it came to me in a dream
I am buying AGL. It is very low to be takenover. Frankly I am expecting a good buyout, maybe over 5 usd. Because Agilon is a "jewel" for health insurance companies. Not because they have big revenue and 600k happy patients but also Agilon decreases the cost of expenses for the insurance companies so they make more profit. Additionally if insurance company operates in 50 states such as United Health, the Agilon can easily be spread to those states and the revenue can be 4x. What do you think?
Another solid day for AGL. Kind of surprising tbh since the rest of the managed care / VBC world traded down today and there was no news. Not going to question it, though
AGL is doing well for me, but I’ve put that out here before (and always gotten downvoted lol). I work in that industry and know it well, and I think the market over-corrected on their struggles this year. People still mostly don’t understand their business and the funds flow is admittedly convoluted, but the short story is I basically buy management’s explanation they reworking / exiting their payer contracts and focusing on Medicare Advantage quality incentives will turn the ship around. Most of that resets 1/1, plus their economics are downstream of the MA plans that got hammered this year and should correct for it in their 2026 bids, so if they are even moderately competent I expect a significant improvement in financial performance in the first half of next year. I bought during the dip and my cost basis is $0.89-0.90. It’s already grown nicely, but I’m holding. I think anywhere between $1.25 and $3 is fair game for the end of this year (depending on Q3 Medicare utilization patterns) and would expect a return to the $3-4 range next year, with potential upside beyond that if they have better than expected success in contracting. All that said, however, I could also see this getting acquired if it stays below $2 for any real period of time. Payers have been trying to get into the provider VBC enablement space for a while, and a few already have the right vehicles for it. Considering ELV created Mosaic as a vehicle for doing exactly this, and partnered with the same CD&R team (under Ravi Sachdev) that grew and spun out AGL, I wouldn’t be surprised if they used this opportunity to bring AGL into the fold
Fullport into AGL. It's going to hit 2000%
AGL definitely getting out of the dog house, nice to see. The market severely over-corrected on this one
Anyone know why AGL spiking? Up over 20% today
That’s why the CEO is fired. They need new guidance to fixed that. That’s why it’s risky but possible. Healthcare industry across the board all reported increasing in expenses, not just AGL.
It’s small now because it got beaten down. AGL used to be worth billions in market cap. That’s why I’m betting on the comeback. Not a p&d, regard.
Buying more AGL while it’s under a dollar.
AGL squeeze to asset value is inevitable lol
Mentioned AGL and get down voted to hell lol
AGL reversal play seems good. Scrap value is more than $1.5 with cash on hand and cash reserved. Market panic after a loss in earning and CEO’s departure. One good statement from the new CEO could squeeze this nuts to above $2 🤔🤔
I spent years covering value-based care when I was in consulting and still work in the industry. AGL was always one of the gold standard companies of that COVID-era class of assets that have struggled so much, and it's incredible to see them brought so low that they're fully a penny stock. At this point I've chipped a little money in becuase I think it's oversold and they should be able to adjust for utilization headwinds looking forward to next year, but there's no doubt that they have to figure some things out. I suspect turning over much of the top team is the right start.
Very curious what AGL does today. It feels like the market oversold on its news but also that people are waking up to the fact that its model of managed care doesn’t really work and it’s been a contracting/financial engineering shop this whole time. Been following it for years and it’s surreal to see them brought so low
Damn AGL, you are destroying shareholder value at a truly impressive clip
If it’s standard switch movements then we don’t verbalize. Anything outside of normal and we tell the other pilot what we are doing. “Normal” in the sense that these are the procedures in how we were trained to operate this aircraft, and I’m familiar with what the other pilot should be doing. They made it to 625 feet AGL. They shouldn’t be touching anything that early on other than flying the airplane to a safe altitude even if an emergency arises. 🤷🏻♂️ final report may even leave some questions but we’ll see.
i bought leaps on $AGL as a sympathy play to $UNH. it's a smaller company than $UNH but better growth and also beaten down.
I’m replying to everyone still stuck in 2017–2021. Yes, BlackBerry pivoted to software years ago — but what many fail to see is how dramatically the landscape has shifted in their favor just recently. - OEMs are circling back to QNX. Several automakers that once pursued their own OS platforms (Android Automotive, AGL, or custom Linux stacks) are now returning to QNX. SDVs demand real-time reliability, safety certification (ASIL-D), and modularity strengths baked into QNX’s microkernel design. - Cars are now computers on wheels. SDVs integrate 150+ ECUs into centralized architectures. QNX doesn’t just power infotainment anymore it’s behind battery management, ADAS, telematics, digital cockpits, zonal gateways, and more. It’s becoming the core runtime layer of the modern vehicle. - Revenue per vehicle is increasing. With QNX deployed across more domains in each vehicle (acoustics, safety, connectivity, energy), the value per license is rising—a key growth lever even with flat market share. - Add to that massive regulatory tailwinds: EU: UNECE WP.29, Cyber Resilience Act, ISO 26262 (ASIL-D), ISO 21434—QNX is already compliant. U.S.: NHTSA cybersecurity best practices and CISA’s “Secure-by-Design” framework reward secure embedded platforms like QNX. China: MIIT regulations increasingly demand verified, hardened OS platforms. QNX is already in certified industrial and automotive deployments there. - QNX goes beyond auto and targets robotics and automation. It's expanding into industrial, rail, medical, drone, and aerospace sectors. Its deterministic RTOS architecture is ideal for high-reliability, safety-critical automation. - The business has turned the corner financially. After years of restructuring, BlackBerry is profitable again, posting $66.9M in operating income last year and projecting steady $50M+ in annual operating profit going forward—a massive turnaround from prior $30–$40M quarterly losses. - They just announced a share buyback program. This is a strong signal of confidence from management. They’re not just surviving, they’re reallocating capital efficiently and betting on long-term upside. Do your own research, but based on my due diligence, it’s clear we’re witnessing a real turnaround.
Holy shit entire health care sector is down today. Luigi saved my AGL puts glory be his name
Heard a couple rumors of a big pop for AGL in the next couple weeks. Anyone else here about this or just noise? Some interesting calls being bought but i dont know if i want to go in another penny stock lol.
AGL has taken a beating and now hits a new ATLow. Gobbling up shares cuz it’s gunna explode oneadeez dayz…. Got that CLOV like feeling to it back when CLOV was good…for trading…
> A Southwest Airlines Boeing 737-8 MAX, registration N8788L performing flight WN-2786 from Honolulu,HI to Lihue,HI (USA), was on a non-precision approach to Lihue's runway 17 when the crew initiated a go around at about 1000 feet AGL due to weather conditions, however subsequently initiated a rapid descent which was stopped at 400 feet AGL. The aircraft climbed to 3000 feet, entered a hold and returned to Honolulu for a safe landing. According to ADS-B Data the aircraft descended normally through about 950 feet MSL at 05:12:31 with a sink rate of about 800-1000 fpm, at 05:12:47 however the aircraft is seen climbing through 875 feet MSL at a high climb rate. What happened in these 16 seconds is described in an internal memo circulating in Southwest Airlines stating, that during the go around due to weather conditions the first officer, pilot flying, inadvertently pushed the control column forward while monitoring the power settings causing the aircraft to descend to about 400 feet MSL before the aircraft started climbing again. The airline stated that the occurrence has been handled by the SMS (Safety Management System). The FAA is investigating the occurrence.
Just imagine battery anxiety while 8000ft AGL oof
AGL $7 healthcare company reporting earnings 2/27 just broke 1 million volume
AI is not AGL. It's just ML.
Would love some feedback on these stocks as I am just a noob Trader. I am thinking of Shorting Li Auto (HK MRKT) Shorting Hawkins (US MRKT) Shorting AGL (AUS MRKT) Shorting Nike (US MRKT) Not Sure what to think on Mobil Eye Global (Probably Buy) and Rivian Auto (Probably Short) Buying [C3.ai](https://C3.ai) (AUS Market) Buying Palantir Technology (AUS Market) If you have any other suggestions or notes for me to factor before committing, that would be great
I think you are confusing infotainment (Where Toyota did at one point switch from QNX to AGL) and the actual cars safety operating system. I have included 3 articles below which do a much better job of explaining everything than I ever could. ### [https://www.retrospectav.com/blog/toyota-arene-vehicle-operating-systems-and-what-it-all-means](https://www.retrospectav.com/blog/toyota-arene-vehicle-operating-systems-and-what-it-all-means)[https://www.forbes.com/sites/greggardner/2021/09/28/toyotas-woven-planet-buys-renovo-motors-to-enhance-automated-vehicle-software/?sh=2617b37b987b](https://www.forbes.com/sites/greggardner/2021/09/28/toyotas-woven-planet-buys-renovo-motors-to-enhance-automated-vehicle-software/?sh=2617b37b987b)[https://blackberry.qnx.com/content/dam/blackberry-com/Documents/pdf/cs-renovo.pdf](https://blackberry.qnx.com/content/dam/blackberry-com/Documents/pdf/cs-renovo.pdf)
Constellation Group (CEG) is outperforming significantly right now... they specialize in operating nuclear power plants. Some international utilities aren't doing as poorly as the American sector right now, like in Brazil (EBR), Australia's AGL Energy (AGLXY), or Argentina's Edenor (EDN).
I am 24 so still fairly young in terms of thinking about investments. I started getting interested ijn it about 3 years ago. I came out of the military, and where I live the military is like a full time job, but with a lot of benefits. After 1 year of the military, I had approx $15000-17500usd saved (quick conversion from my currency). I decided before studying I will invest. I didn't wanna commit a crap tonne bc 1. I had little experience and 2. I had no bad experiences yet, meaning I didn't know how bad it could be, so I was scared and nervous. I put in only $1500usd and kept the rest In my high yield savings. This was 3 or more years ago, and at the time I invested into apple, twitter, microsoft, ebay, a company in NZ called Kathmandu, an Australian company called AGL, and a total International vanguard etf. Apple, agl, twitter, microsoft all returned really well, approx 10-15% in the end of the year. The vanguard etf returned like 2%. Profit yes but not enough to beat inflation. But ebay and Kathmandu were disasters, dropping -40%just in a year or 2. I still have these stocks bc I'm reluctant to sell them and take loss, but it's been long enough that im sort of sick of them. Even worse, I sold the good stocks fairly prematurely bc I was scared of a crash, which is a dumb decision when you're confident in the stocks. Over the 2 years I'd say I averaged about 8-12% returns which is awful, but not bad for a first timer. At the time I had no idea how to analyse a company, it's earnings, returns, balances, annual reports, analytics etc. I knew nothing, zilch. I was lucky to even return a profit. I am still learning a lot so I guarantee I will have more disasters to share in the future
Should be AGL. American Gay Lines
These guys take a flat fee on the patients they manage for health care plans so less visits and less elective surgeries = cano and it’s peers (AGL, OSH, ONEM) were straight printing cash
About as fucked as engine failure 100’ AGL on takeoff son
Australian companies. The big 4 Banks, Suncorp, Super Retail, AGL. They're all over 10 now, but weere around that at purchase.
Investment case seems solid. Although I've always considered AGL more of a dividend stock.
*whhhhooooooooosssssshhhhhhhh* and your eyelids flap as I fly over at 500 knots and 200ft AGL over your noggin
>$AGL [twitter.com/CitronResearch…](https://t.co/5MRtweUX1x) ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-07-27 ^12:54:48 ^EDT-0400
Bought AGL and KRYS at open.
AGL has a very wide spread premarket, it could easily open lower. PLRX is quite fully consolidated, but maybe in the next day or two once the 10ma catches up. Yes, all shares.
Looks like you were right about AGL, but it already made a decent premarket move... PLRX I'm guessing you're thinking consolidation is done on that giant move and it's going to run up again? Because it's pretty much at its 52 week high. I'm guessing you're playing these in shares? Many have almost no volume on their options chains.
Todays breakout watchlist: SIGA, CHWY, AGL, BCRX, ACET, BCYC, HRMY, KRYS, PLRX Side note: DXY has been following technical principles more cleanly than anything I've ever seen. Look at how closely it respects the moving averages, and even had a consolidation breakout. Currently sitting right on 20ma potential support. Anyway just found it interesting. [https://i.imgur.com/7YpQ5PH.png](https://i.imgur.com/7YpQ5PH.png)
I have a play. Short AGL. 25 Dollar Strike Puts
>ASX Biggest movers $NVX 4.05 +8.45% $SQ2 125.77 +7.4% $A2M 4.63 +7.06% $ELD 13.2 -2.44% $AGL 8.61 -2.93% $APX 6.34 -3.06% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-05-29 ^20:29:07 ^EDT-0400
Mike Cannon-Brookes seems to be doing good things. Instead of buying Twitter to control free speech, he's trying to buy AGL (Australia's biggest electricity provider) so he can convert them to green generation. He's also Aussie and not a complete fuckwit.
I took on some GAP calls and AGL
Invest in Medicare based companies like AGL. Medicare always pays shared savings before hospital. They literally pay to keep people out.
Ah, my fellow twin. Stay strong man. I too went all in on CANO Jan 12.5c's in early September. Cost basis was $90k but my position peaked at [\~$120k](https://gyazo.com/1158ae194a15cb587dc3fec0abdd4210). Here's my portfolio [chart](https://gyazo.com/65a494bebfaedf890ecf0664dfce073d) as of now. Degenerate play on our part for sure. Still love the company long term and everything (Marlow's been buying more ATM shares too lately), but we got a little too caught up in the game of playing relative comps, and that's a fatal flaw in investing. Relative valuation doesn't matter when the thing you're marking against is overvalued. Earlier this year, so many people were pitching ideas relative to Oatly; but the initial conclusion should have been that Oatly is overvalued. CANO was never cheap to begin with at \~$15. It was only cheap relative to OSH and AGL, and everyone in the CANO circlejerk, myself included, would always bring that up as a perk. Our conclusion should have instead been that OSH is just very very expensive. Perhaps one that's currently in the spotlight is Polestar. I personally think that company is awfully and undeservingly overvalued. It doesn't help that their cars aren't innovative at all, and that they have nothing to offer that their competitors don't already offer for the same price but better. But anytime you try to have a discussion about their valuation with anyone holding Polestar, their arguments always boil down to: "But Rivian is valued 10x more and hasn't delivered a single car? But Lucid is valued 6x more than us and we deliver more cars? But TSLA's valuation?". Cheap relative to comps ≠ undervalued. Anyways, keep your head up my man. It's super unfortunate we had to lose this way, but we'll overcome this someday. Live and learn.
Ah, my fellow twin. Stay strong man. I too went all in on CANO Jan 12.5c's in early September. Cost basis was $90k but my position peaked at [\~$120k](https://gyazo.com/1158ae194a15cb587dc3fec0abdd4210). Here's my portfolio [chart](https://gyazo.com/65a494bebfaedf890ecf0664dfce073d) as of now. Degenerate play on our part for sure. Still love the company long term and everything (Marlow's been buying more ATM shares too lately), but we got a little too caught up in the game of playing relative comps, and that's a fatal flaw in investing. Relative valuation doesn't matter when the thing you're marking against is overvalued. Earlier this year, so many people were pitching ideas relative to Oatly; but the initial conclusion should have been that Oatly is overvalued. CANO was never cheap to begin with at \~$15. It was only cheap relative to OSH and AGL, and everyone in the CANO circlejerk, myself included, would always bring that up as a perk. Our conclusion should have instead been that OSH is just very very expensive. Perhaps one that's currently in the spotlight is GGPI/Polestar. I personally think that company is awfully and undeservingly overvalued. It doesn't help that their cars aren't innovative at all, and that they have nothing to offer that their competitors don't already offer for the same price but better. But anytime you try to have a discussion about their valuation with anyone holding GGPI, their arguments always boil down to: "But Rivian is valued 10x more and hasn't delivered a single car? But Lucid is valued 6x more than us and we deliver more cars? But TSLA's valuation?". Cheap relative to comps ≠ undervalued. Anyways, keep your head up my man. It's super unfortunate we had to lose this way, but we'll overcome this someday. Live and learn.
Ah, my fellow twin. Stay strong man. I too went all in on CANO Jan 12.5c's in early September. Cost basis was $90k but my position peaked at [\~$120k](https://gyazo.com/1158ae194a15cb587dc3fec0abdd4210). Here's my portfolio [chart](https://gyazo.com/65a494bebfaedf890ecf0664dfce073d) as of now. Degenerate play on our part for sure. Still love the company long term and everything (Marlow's been buying more ATM shares too lately), but we got a little too caught up in the game of playing relative comps, and that's a fatal flaw in investing. Relative valuation doesn't matter when the thing you're marking against is overvalued. Earlier this year, so many people were pitching ideas relative to Oatly; but the initial conclusion should have been that Oatly is overvalued. CANO was never cheap to begin with at \~$15. It was only cheap relative to OSH and AGL, and everyone in the CANO circlejerk, myself included, would always bring that up as a perk. Our conclusion should have instead been that OSH is just very very expensive. Perhaps one that's currently in the spotlight is GGPI/Polestar. I personally think that company is awfully and undeservingly overvalued. It doesn't help that their cars aren't innovative at all, and that they have nothing to offer that their competitors don't already offer for the same price but better. But anytime you try to have a discussion about their valuation with anyone holding GGPI, their arguments always boil down to: "But Rivian is valued 10x more and hasn't delivered a single car? But Lucid is valued 6x more than us and we deliver more cars? But TSLA's valuation?". Cheap relative to comps ≠ undervalued. Anyways, keep your head up my man. It's super unfortunate we had to lose this way, but we'll overcome this someday.
Is comparing CLOV to an established health insurance company really a great comparison? CLOV is a SAAS/Tech play, that is why the surprise in the last earning was due to direct contracting. I am not sure if those comparables are apples to apples. When I starting looking into CLOV, I was comparing its revenue to OSH and AGL. But when considering that it really is a SAAS/disrupter play, wouldn't some other SAAS companies be relevant? It makes sense to me that more established insurance companies would have better margins.
I've been focused on CANO. It's cheap relative to its peers OSH, ONEM and AGL.
These are the SPACs to buy warrants on. You get insane upside leverage in companies generating free cash-flow for acquisitions just as they keep pulling off, plus revenue, members, and EBITDA keeps growing. This could be big. Looking at the comps to OSH and AGL, this is a no brainer. Add in that management has bought more commons and warrants than I've seen for any SPAC ever and I'm even more interested.