MarketKap
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$CLOV ABSOLUTELY MASSIVE FIND BY @RapallaInvests !!! If you search subdomains of Counterpart Health’s website it shows all the names of companies they have announced SaaS deals with, but there is one Major Player that has not been announced…. HUMANA appears on the list!!!!
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$CLOV @VivekGaripalli described the exact future that Clover and Counterpart Health are now executing in real time. His write up reads like a prophecy explaining why Clover exists and why it will dominate as the industry undergoes massive realignment. This is why long term
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7) $CLOV Why this July 2024 write up matters MORE in 2025. Because everything he predicted is happening faster than expected. Employers are abandoning commercial insurance. Payers are scrambling to cut costs. Primary care shortages are worsening. Rural markets are collapsing.
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6) $CLOV Vivek said “the next two decades will reward those who solve today’s problems while preparing for tomorrow”. Clover is the only company doing both simultaneously. Solving today’s problems by managing medicare advantage at low cost, helping independent physicians
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5) $CLOV Vivek said healthcare will move to regulated pricing, quality metrics, and tech-driven efficiency. Clover is already structured to be stable, predictable, high-quality, low-cost, and tech-powered. This is the model regulators want. Under Vivek’s envisioned model
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4) $CLOV Vivek predicted early disease detection and prevention. He talks about early-intervention medicine, data-driven continuous care, disease interception at the earliest signals. We know Clover’s/Counterpart’s AI already does what he’s explaining. He knows medicine in the
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3) $CLOV Healthcare must get drastically more cost efficient. The future of healthcare is cost reduction, and Clover/Counterpart is already doing it. Clover is already the utility-style healthcare operator Vivek describes. It’s stable, predictable, cost controlled, AI/tech
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2) $CLOV Counterpart fixes the primary care mess that hospitals created. Vivek talks about how hospitals buying up primary care has driven prices up and independence down as a result of the affordable care act. The ACA gave hospitals massive negotiating power which forced care
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1) $CLOV Counterpart Health is built for the system Vivek has been predicting. Vivek said commercial insurance costs would collapse and payers would need Medicare level efficiency to survive. That’s literally what Counterpart Health delivers. AI that cuts costs, prevents
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$CLOV In July of 2024 Founder and Chairman of $CLOV @VivekGaripalli wrote this article in Medium titled: ‘A Bipartisan Approach to Medicare for All’ Vivek’s write up isn’t philosophical, if you read between the lines it’s a roadmap explaining why companies like Clover and
medium.com
This post represents my personal viewpoint only and in no way is meant to represent the viewpoint(s) of any companies I’m invested in…
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$CLOV @counterparthlth Counterpart Health chose Alabama as a Proving-Ground for a reason. Most companies start in the easy markets, big cities, dense populations, funded systems and well run networks. Counterpart did the opposite. They went straight into one of the toughest
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$CLOV “Demand is Strong, especially from partners (plural) managing wide-network PPO plans” …Here’s a List if the Top 10 Companies with Wide-Network PPO Plans: - UnitedHealthcare $UNH - Blue Cross Blue Shield - Aetna $CVS - Cigna Healthcare $CI - Elevance Health $ELV -
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$CLOV is doing exactly what real disruptors do before they 🚀: Silence. Precision. Expansion. Execution. No noise. No hype. Just building. The shorts are getting nervous. The data footprint is widening. The subdomains have been multiplying. The job footprints point to optimistic
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$CLOV A quiet rotation is happening under the surface- finally large short positions are starting to exit. Seasonally, this stretch of the year is usually slow and uneventful, exactly the type of window shorts look for when they want to slip out unnoticed. Let them. We don’t
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$CLOV This stock is status quo right now. I expect quiet for the next 6 months, until Q1 earnings, which should be 🔥 But, let’s pretend for a second management @VivekGaripalli @andrewtoy actually showed some passion, personality and energy…
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$CLOV 🌙 🚀 🍀 It’s just his job, 5 days a week…
@CLOV_HardRTard Peter w/ @CloverHealth is modeling their 2026 outlook and says nobody wants to be a CFO anymore. Here are four ways to reimagine so you love your job. $CLOV 1. Q1 - GAAP profits 2. Q2 - GAAP profits 3. Q3 - GAAP profits 4 Q4 - GAAP profits @VivekGaripalli - It’s 🧪
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$CLOV
@Market_Kap @counterparthlth Went down the rabbit hole before buying the dip. I would count on VillageMD parent company of Summit health first but pretty much cements Humana based on subdomains. Appears Summit was just a test of 50 physicians to see if VillageMD wanted a big rollout.
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