OSCR summary including Bull and Bear Cases
6 months ago
SixSigmaCapital
"OSCR (overview): Health insurer + tech platform trading at 35x fwd P/E. Bull: 40% YoY revenue growth, profitable Q1 2025, strong cash position, AI-driven efficiency (lowest SG&A ratio ever), '+Oscar Platform' diversification. Bear: ACA subsidy expiration Dec 2025, competition from UnitedHealth/Anthem/Centene, MLR volatility, payment delay allegations."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
OSCR summary including Bull and Bear Cases
Source:
SixSigmaCapital
Published:
June 18, 2025
Idea Type:
Stock Idea