1.
$Oscar Health, Inc.(OSCR)$ was down 20% last week due to Medicaid cuts it has no exposure to whatsoever.
Meanwhile OSCR in Q1 2025:
- Added 300,000 members.
- Revenues grew by 40% YoY.
- Net income grew by 55% YoY.
It’s trading at 8 times 2027 earnings.
I don’t own enough OSCR.
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2.
This is the most bullish thing I have recently seen for $Lemonade, Inc.(LMND)$ .
They are reducing quota-share reinsurance.
This means that they are more confident in their underwriting.
If these policies perform as they expected, their bottom line will improve drastically.
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