@cornelialake · Long ASTH

Lake Cornelia Research Management@CorneliaLake

$ASTH we welcome @GlassH_Research to the convo. We have the other side of this and upgraded $ASTH to our 2 year holds list after stellar q2 earnings. We agree the accounting is messy and worth investigating. Ultimately, we think the prospect deal has proven to be excellent and

GlassHouse Research@GlassH_Research

OUR NEW SHORT: $ASTH We are short Astrana Health, a value-based care company that has grown rapidly through acquisitions and increasingly complex risk-bearing arrangements. Below is just a summary of some of our opinions about the company; for the full short thesis, including

lakecornelia.substack.comASTH: He’s a Smooth OperatorA Compounder in Health Care

Read asLong ASTH

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Thu, Sep 17Tweeted

Fri, Sep 18 closeCounted from

2% of the basket · day 32fades out by Oct 29

Rank per close

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#534

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#416

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#26

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#70

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#113

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