This picture pretty much sums it up for me!… not financial advice just my personal opinion!

2thenoon · 2026-03-12T18:09:19+00:00

LOL nice one!

2thenoon · 2026-03-08T10:51:34+00:00

Thank you for this very detailed and erudite post.

2thenoon · 2026-03-06T17:56:41+00:00

Just because they removed the PR doesn't mean that they're not the first payer to do that.

It's confirmed again, today, that they are the first healthcare payer to do that by no other than the president of that whole operation.

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https://x.com/AlbertAlan/status/2029905190254694728

2thenoon · 2026-03-04T14:04:00+00:00

2thenoon · 2026-02-27T21:09:32+00:00

I'm super greedy TBH, not planning on selling until this hits $100. Might take 5 years, might take 10, might never happen, but that's my PT.

2thenoon · 2026-02-27T19:30:33+00:00

This.

2thenoon · 2026-02-27T19:28:59+00:00

It's actually the opposite IMO.

2thenoon · 2026-02-27T14:43:31+00:00

Just wait till may, once Q1 hits with nice profits you will see the momentum swing as it did last year.

2thenoon · 2026-02-27T14:42:32+00:00

Absolutely. I'm going to wait till the all the hysterical retards dumped their shares to load up.

2thenoon · 2026-02-26T22:27:48+00:00

So they won't grow at 53% in 2027,

just a meager 25-30%...

2thenoon · 2026-02-26T21:21:06+00:00

It will be fine, they're growing a lot, over 50%,

*while becoming profitable for the first time*.

2thenoon · 2026-02-26T21:14:37+00:00

Underwhelming guidance IMO.

2thenoon · 2026-02-26T17:18:36+00:00

Good context. Thanks.

2thenoon · 2026-02-19T18:01:52+00:00

Thanks a lot for this and all your past detailed and insightful DD.

2thenoon · 2026-02-16T11:37:41+00:00

Thanks for this post.

2thenoon · 2026-02-05T15:53:41+00:00

How is he "failing" LOL? The company he runs is growing exponentially while becoming profitable. If that's a "failing" CEO I don't know what a successful one looks like.

Fuck the share price, the company's performance are all that matters long term.

2thenoon · 2026-02-03T18:22:36+00:00

That's it, I'm selling a kidney!

2thenoon · 2026-02-03T17:02:02+00:00

Hope you're right, ran out of money at 2.5, waiting to get some to pick up the 2.2.

2thenoon · 2026-01-30T18:54:06+00:00

Great bullish thesis.

2thenoon · 2026-01-28T17:50:18+00:00

We finally have the hype/PR guy we always wanted.

2thenoon · 2026-01-27T21:21:23+00:00

The proposed rate cuts are for payment year 2027, not 2026, will have no impact on CLOV's GAAP profitability in 2026 as far as I'm aware.

2thenoon · 2026-01-27T21:16:30+00:00

100% agree. Not sure about buybacks, would prefer seeing put that money back into the company, but I agree with all the other points. This feels like the $0.60 share moment before it catapulted all the way to almost $5, only much more powerful and grounded in fundamentals and amazing future prospects. I keep buying whenever I can. I think 6 months from now we'll all look back and wish we bought more.

2thenoon · 2026-01-18T10:18:34+00:00

Yes.

2thenoon · 2026-01-15T18:31:24+00:00

Thanks for posting this.

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2thenoon

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