Hello everyone! Today i want to share some trading ideas with you!
1.
$Oscar Health, Inc.(OSCR)$ is ripping!
You were warned.
Rising MLR is incidental, it’s industry wide. We are still having post-Covid repercussions.
Look at $UnitedHealth(UNH)$ . It accurately predicted MLR before 2023, while MLR exceeded its predictions in 2024.
The whole industry, including OSCR, are having the same problem.
Once they bid up for the next year and medical inflation declines, MLR will pull back and OSCR net income will hit the targets.
This is why top-line growth was the most important thing for OSCR and it’s expecting 35% growth this year.
This will be an at least $30 stock next year!
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