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"ELV: 2nd largest US health insurer trading 9.3x earnings vs historical avg, down 40% after July guidance cut. Seth Klarman bought 616k shares ($240M position, 5.8% of Baupost portfolio). Oligopoly w/ BCBS licenses, 67% KY market share. 30.9% ROE, strong balance sheet. Commercial segment alone worth 16.1x operating income excluding $2B investment income."
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