Questions:
Affordable care act subsidies are expiring this year. Will Trump extend them? If ACA is not extended, will this threatens OSCR entire business model?
PhillipC
2025-05-14 02:31:54 +0000 UTC
Firstable that's a great idea - backing up the technicals with deep fundamental analysis and using few different methods (DCF, multiples). Talking about OSCR, I think that with the current interest enviroment and the growth stage the companyis is in right now, WACC of 12% is a little bit low. But hey, even if you raise it a little bit it's still heavy undervalued. Thank's a lot - Cap, Voj and the rest of the team!
DanD
2025-05-13 08:46:51 +0000 UTC
Downside risk
Gareth Neary
2025-05-12 21:37:45 +0000 UTC
Beautiful, nice concept.
Ceușan C.
2025-05-12 18:32:06 +0000 UTC
How can downside be greater than the current stock price?
TL
2025-05-12 16:51:36 +0000 UTC
I think it's usually next 12 months.
Ondrashin
2025-05-12 15:50:04 +0000 UTC
Question, does the UNH comparison include their dividends reinvested or just straight equity?
Scott Williams
2025-05-12 15:46:38 +0000 UTC
I am newer to this, what is the time frame for the $34 PT? Next quarter, EOY, etc?
John Stamos
2025-05-12 15:26:03 +0000 UTC
Great analysis, Thank you
Dhairya Ratti
2025-05-12 12:47:48 +0000 UTC
😮💨😮💨😮💨😮💨i love it
NF
2025-05-12 12:38:38 +0000 UTC
Great thing to have these here. However Im not sure if using LTM really makes sense here - for a growth companies, it might be more appropriate to look at NTM instead, since that better reflects the company's future value