Matt ☯︎🐉
@jisifu
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☯ Chief Sustainability Officer of P.R.🇨🇳 - Eden’s Adjudicator🐉⚖️- 🈷️ Founder of Maoism/acc - 👹Jevon’s Mephistophelischen Burger König - HTMx enjoyer
Freiburg im Breisgau, Germany
Joined April 2009
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我的书斋
我的书友每一本都蕴涵着无量的智慧。我只读过其中的一小部分。这智慧我是能深深体会到的。没有读过的那一些，好像也不甘落后，它们不知道是施展一种什么神秘的力量，把自己的智慧放了出来，像波浪似涌向我来。可惜我还没有修炼到能有”天眼通”和”天耳通”的水平，我还无法接受这些智慧之流。
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starting a newsletter for $clov-tards. taking bagholding to not just the next level. we're going to level 99 right now.
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$clov rejoice! first month of telehealth! WOOHOO!!! What are the margins you ask? look at $tdoc: 70%
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$clov finally updated on factset. finally, we're officially a tech company.
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$clov tried posting on reddit but it was down at the time. a good story. underselling it, of course.
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When market goes bananas, discipline always pays off if you know what to do. $clov. For long term investors enjoy the long anticipated well-deserved ride.
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it's real! $clov
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Federal regulators have barred three Medicare health plans operated by UnitedHealth Group Inc. and another owned by Anthem Inc. from enrolling new members next year because they didn’t spend the minimum amount required on medical benefits.
#fairhealthcare
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$clov Friday they announced doubling DCE lives for 2022. Monday they announced capital raise. reason simple?
proof of operating funds
(3 month)/(12 months in a year) = 0.25
you can therefore back into their projected growth numbers. whether this changes your opinion is up to u
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$clov it's not chelsea's buy that is changing the sentiment. it's this:
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@pakpakchicken
@heydave7
hey guys, i've been your fans and following you guys since this whole retail investing boom since covid. I was wondering if you can take a moment to read my I'd like to hear opinions from tesla gurus on $clov =?=
#teslahealth
?
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$clov i'm going to keep going every day until you allow rational supply and demand pricing of shares scarcity take place. otherwise, i'm pumping until i see a bankruptcy or bailout on bloomberg.
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$clov it's actually not just about clover being cheaper. it's disrupting the incumbent web of reinsurance 15+85% gamification of revenue. this breaks the vicious inflationary cycle. this is a solution. it's not just any company, it's an idea with legs and andrewtoy.
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CMS decision that so many $clov peepz are waiting for has arrived. it looks like DC program is untouched so there is risk taken off the table until end of program.
the GPDC model (next phase) is moving towards ACO+.
clover assistant = toy said agility
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$clov the software improves faster when clover is a facilitated network business rather than a software vendor.
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$clov an insider buy from Lee A. Shapiro @ cost avg. 3.1009.
He's in charge of conducting the CFO search, and was a former CFO of Livongo, a telehealth acquired by $tdoc. his vote of confidence should be viewed that the company is in sound financial health going forward.
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$clov, 6 months are about to look extreme.....
.....as in extreme buy. stay strong and RAHM-ON (Ramen)!
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$clov the reason why it's going up?
lvl 1: they had a revenue beat!
lvl 2:'22 Q1 is going to 2x qoq and 4x yoy
lvl N: ACO REACH is a plus for Clover Assistant, dual structure shares voting rights, and 3+ yrs of home care experience differentiates it from other MCOs as a provider
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$CLOV 4 years ago
Would you ever sell to Humana?
Vivek: I'll never sell the company. I hate having a boss.
ONE OF US! ONE OF US!
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$clov the reversal already happened, it's just hidden in the implied volatility
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$clov pre-market is 9.77 as of 8:28 AM EST. earnings yesterday was a top line blow out. i'm not going to pump mindlessly above $10/share. so this may be the last time i can write ANDROMEDA and BEYOND!
but seriously it should be valued like an ai, disruptor, esg and rocketship.
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Facts: Clover moved up and announced earnings on August 11th yesterday afternoon. The morning after announced redemption of all trade-able warrants. Warrants fell 30% due to the news.
imho If you were a hedge fund shorting $clov using $clovw as a hedge, you're bleeding right now
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$clov dual crossovers still pending and on deck. fundamental value is higher per spy momentum rotation AND your stomach ulcers will disappear in a week
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CRAYOLA CAPITAL ADVISORS UPGRADES $CLOV TO 60.01 CITING OVERNIGHT NONSTOP BEARISH SENTIMENT SHIFT ON STOCKTWITS STATING OBVIOUS AND IRONIC REASONS WHY BEARS SHOULD SHORT THIS COMPANY AND HAVE ZERO CONSEQUENCES AND RISK WHILE DOING SO.
CRAYOLA CAPITAL ADVISORS RE-ITERATES $clov PT: $60 11:41 PM 08/19/21
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back when the secondary offering was announced, i posited 3 bln rev. 2022. today $clov revised up to 3-3.4 billion! Proud of their growth.
haters be calling me names. i may suck and i may be poor but i didnt change my answer. i hope their numbers didnt change too much panicking
@AndyM50808155
clover's head is above the clouds and laser focused. better star ratings (health equity integrated), aggressive DC strategy, rich and valuable features that "delight" physicians so the assistant gets more touches and feedback. 3 Billion rev and <500ish employees. insane multiples
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$clov accepting manipulation is the hardest part of investing. it's not being right and then you get rewarded. it's being right, communicating that in an articulate convincing manner, suffer humiliation, being proven right and maybe rewarded. or sell options and inverse all that.
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$clov some ppl might be upset about the price action today. but be mindful of the improving price technicals and a smaller ulcer going into tomorrow's earnings. clov is healing. give it time. 🍀🚀
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$clov so CMS just posted MA advanced notice. if you are into health equity, it might be a good idea to brush up on the policy end of things and contribute a little to move the industry along the curve. the next month's newsletter will open with an article on health equity preview
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gary taylor, $clov wants to know why you so butt hurt that you carry these puts to your next employer?
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$clov hold to a buy. 50%+ guidance vs TTM rev. analysts are always last
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Looking at the future two qtr earnings: q4 2022 estimated headline yoy growth rate ~150% similar to last 3 qtrs. But check out q1 2022, 2.65bil = 660 mil per qtr. The tracking yoy rate will look like 330%. Q4 will give us insight on mcr improvement 😉 along with ~94% mcr
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@rCLOV1
@Trader_Joe_LPP
@MrZackMorris
@WSB_Degenerate
@InvestorVenture
@ALTRADES1
@tarheelblue7
@CoachBStocks
@JonahLupton
@thatstocksgirl
@gurgavin
@ChampionVibe
@MandoTrading
@SpacBobby
@theblondebroker
@MsMegTrades
@deltagammaqueen
@DipDeity
@ohheytommy
@StockLizardKing
@DonnieStocks
Clover Health is a classic story of red to green. Before and After. It will be a monster with or without you. The story has gotten better. The billionaire CEO took a dump on the analysts and doesn't give a rat's ass. We have a Stanford genius as the President CTO. $clov
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$clov i'm not making any comments, just presenting things for my peepz
@SPAC_Bro
@mac_brackin
@teocamelteaux
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$clov very hard RRG curl up. clov a negative beta hedge for a long time. legendary set-up.
@ACInvestorBlog
am i onto something?
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$clov
"...we’re seeing 35,000+ care plans managed by the Clover Assistant per month on average, hundreds of thousands of potential care gaps flagged in 2021 alone, and almost 1.7 million clinical recommendations...since the launch of the Clover Assistant"
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$CLOV hot off the presses,
HMOs like $UNH and $HUM where executives take home 10s of millions a month are about to slaughtered
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Cheers to all believing and fighting for a reimagined future of health, prosperity and ramen eaters world wide.
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$clov done. CRAYOLA CAPITAL ADVISORS ISSUE NEW PRICE TARGET, EVERYONE'S FAVORITE: $420.69. ANALYSTS WILL EXPLORE POSSIBLE CONVERGENCE TO $694.20.
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CRAYOLA CAPITAL ADVISORS HIRED RAMEN ICHIMOKU AS HEAD ANALYST AND ISSUES NEW $CLOV PRICE TARGET AND COVERAGE AT $24.
CITING EFFICIENT FRONTIER INTERSECTION OF HC SAAS AND ITS 2021 REV/EMPLOYEE/MKTCAP SCALEABILITYFACTOR AMONG PEERS. REPORT TO FOLLOW THIS WEEK.
CRAYOLA CAPITAL ADVISORS FIRED PREVIOUS ANALYST FOR UNREALISTIC PRICE TARGET PROJECTIONS AND OFFERS A NEW $CLOV PT AT $80085. SHORT TERM COULD REACH -$10. CCA CAUTIONS ENTRY AND ENCOURAGES ALL SHORTS TO TAKE ADVANTAGE OF A GENERATIONAL OPPORTUNITY TO SHORT THIS STOCK!
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Whoa! I got teleported here! $Clov entering phase E!?!?!? Strong Volume. Discussion on Fundamental PT?!
🚨LIVE🚨
@mmfinance247
running tonights stream
$clov finally pops, as we've waited for!
$spy and $btc analysis
Watch:
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$clov
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$clov the leaders are looking to actively disrupt healthcare by being courageous in its redeisgn. it's not easy to rebuild something that outwardly isn't broken, at least financially. but clover treats its patients the same way it looks at the hc system: preventative & long-term
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$clov, There is a player in the room with a disclosed potential conflict of interest.
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$clov i've been covering this company for over a year and it's the first time i've heard about the
1. clover health app, a revolutionary new way to sign up customers
2. $300 in cash at end of 2021
Clover's cash and cash eq was reported more than 2.5x
writin' '78, plz retire
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ricardo's law of comparative adv. when analyzing $clov and $hum
3.5 stars(+5%) and 2.2milrev/employee vs. 4 stars and 1.56milrev/employee
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$clov we have some of the dumbest greediest market makers in the world in this ticker. just buy and forget your password.
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$CLOV
The radical shift in the healthcare industry is more nuanced than a shift towards AI.
Focus shouldn't be on the tools but the philosophy of healthcare truth. Trad HC is an actuarial science with a spotty history of making right/wrong calls.
Clover is changing this. 1/n
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$clov venture investing is a rough, rough turbid route of value creation. but the long term average can be competitive when you ride the turbulent waves. when you look day-to-day, it's nonsensical. $5million 2022E rev per employee. take that # to the bank when modelling inflation
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$GME i know you guys hate $HOOD but shorting this is a setup... no positions, i'm in $clov, but i'm just watching and looking out for you guys....
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$clov content to digest:
Source: The innovator's prescription by
@claychristensen
There is a deeper reason why you should be bullish about medical infotech revolution and it is because over time, disease that are intuitive-based medicine will migrate to empirical and precision
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$clov you're not going to leave these teachers poor after working for crap wages for decades, are ya, mr. market?
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@heydave7
@freshjiva
Hey Dave,
Listened to one of your requirements: "crazy ambitions of management"
Can we set up a spaces where I can talk about $clov?
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$clov Healthcare is a race. You don't decide the winner in the first 10 seconds. By the end, it's pretty clear which horse was a legendary one.
What are the metrics investors have to look into as leading indicators to spot the rev up of Clover Health?
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@WealthOrDie
$clov opportune short term technicals with unbelievable shares scarcity evidenced by the option chain. 0.24% of the MA market and a top 10 with plenty of growth run way. differentiated by its silicon valley origins, it plans to achieve 2x industry margins as tech improves.
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$clov, warning if you're buying into clover. it has a lot of technical breakouts ongoing but it is in extreme manipulation area. your S/Ls will get triggered. only buy if you are willing to fight at this juicy valuation.
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$clov the misconception that most have about disruption is that they think technology is an instant breakthrough.
the fact is, clover's ability to serve under-served disadvantaged demographic groups by being simple and affordable w/ +5 min per doctor visit.
leverage 101 by kai
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CRAYOLA CAPITAL ADVISORS FIRED PREVIOUS ANALYST FOR UNREALISTIC PRICE TARGET PROJECTIONS AND OFFERS A NEW $CLOV PT AT $80085. SHORT TERM COULD REACH -$10. CCA CAUTIONS ENTRY AND ENCOURAGES ALL SHORTS TO TAKE ADVANTAGE OF A GENERATIONAL OPPORTUNITY TO SHORT THIS STOCK!
CRAYOLA CAPITAL ADVISORS UPGRADES $CLOV TO 60.01 CITING OVERNIGHT NONSTOP BEARISH SENTIMENT SHIFT ON STOCKTWITS STATING OBVIOUS AND IRONIC REASONS WHY BEARS SHOULD SHORT THIS COMPANY AND HAVE ZERO CONSEQUENCES AND RISK WHILE DOING SO.
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5.4 $clov Clover Health
1.3 United Health
1.17 Humana
MARKET CAP PER EMPLOYEE
(in millions)
$42 Upstart
$39 Nvidia
$33 Netflix
$27 Shopify
$17 Tesla
$16 Apple
$16 Intuit
$14 Microsoft
$14 Meta
$13 Google
$4 Pfizer
$2 Peloton
$0.7 GE
$0.4 Ford
$0.3 IBM
$0.2 Xerox
Any observations?
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told my wife about our finances. i think divorce imminent as she cries in the bathroom. i need endorphins and likes right now. 🥲
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$clov this is the dumbest analysis one can possibly do but i just want to be the first to do it just to say dibs.
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$jpm ? Was that you?
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$clov when i began, it was dough. when i finish, it will be a tasty delicious bowl of ramen. work, wait and enjoy.
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$clov the story is good because when bloomberg reporter
@ZekeFaux
tries to slander the company with a copycat bear thesis but unwittingly presents a bull thesis and a new metric
#RevPerLife
2021E Rev/Life = 880M/273k =$2,930
New 2021E guidance Rev/Life = $10144.92 to $11538.46
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$clov Stupidest market makers in the world are controlling this stock. Wth is going on?
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@SophiaKianni
petroleum engineer and male here. also asian in ex-communicado with the oil and gas industry. can i get an order of racism or is this a buffet?
i sense the patriarchy vibe but i've had been burnt defending female climate science communicators in the past. conclusion: you cant
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"COHORT"
C-Clover
O-Only
H-Has
O-Obvious plans
R-Right approach
T-Technology driven care
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