$1,000 follows their calls into $1,022
- Win rate
- 50%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #182
- 8 ranked closes
- Longest streak 8
Basket now
6 positions · Oct 14- GRRR2%
$1,000 follows their calls into $1,022
AC@investingwithac$UNH is setting $OSCR up for another strong quarter. MCR remains controlled at 88.4% vs 90.1% (estimated) $UNH continues to split further away from $OSCR and other ACA carriers as well, as they are not targeting ACA growth, just holding still until congress develops new
AC@investingwithac$GRRR 276 million market cap. 2026 Rev Guide: 200+ million 2027 Rev Guide: 480-500 million MINIMUM $GRRR is now proposing further expansion, but this time in the US. The biggest risks currently are dilution and execution. While many other names are trading 5-10x P/S 2028
AC@investingwithac$OSCR To further understand in a simplified manner. In accrual basis accounting, you accrue a debit for doubtful accounts. It appears to be the exact same for insurance premiums, in regard to fraud and abuse. The credit would hit the balance sheet under payables to CMS. As of

AC@investingwithac2027 ACA RATE CHANGES AND HIDDEN REVENUE / MARGINS BULL CASE $OSCR Health has requested a rate change of 10.4%/4.2% in Florida, 26.9% in Georgia, and 9.6% increase in Texas. These three states have a significant portion of $OSCR ‘s enrollment. Now this comes after a year of




AC@investingwithac2027 ACA RATE CHANGES AND HIDDEN REVENUE / MARGINS BULL CASE $OSCR Health has requested a rate change of 10.4%/4.2% in Florida, 26.9% in Georgia, and 9.6% increase in Texas. These three states have a significant portion of $OSCR ‘s enrollment. Now this comes after a year of



