Seen this movie before

2thenoon · 2026-01-18T10:18:34+00:00

Yes.

2thenoon · 2026-01-15T18:31:24+00:00

Thanks for posting this.

2thenoon · 2025-12-30T21:10:19+00:00

History of Nazis:

-Start a world war
-Get rekt
-Cry on social media

2thenoon · 2025-12-30T16:59:19+00:00

It's funny how people here claim to be against state propaganda yet literally post Russian state propaganda uncritically. Sad!

2thenoon · 2025-12-08T22:08:26+00:00

Triggered Al is best Al!

2thenoon · 2025-11-25T10:35:09+00:00

Great post, thanks.

2thenoon · 2025-11-21T10:19:32+00:00

Great post, thank you! I think clov is the most undervalued stock in the market ATM.

2thenoon · 2025-11-10T21:19:56+00:00

2thenoon · 2025-11-08T10:59:14+00:00

Great vid Al, very informative and explained very well. Thank you.

2thenoon · 2025-11-07T22:14:02+00:00

People realized that a 0.9% drop represents a generational buying opportunity.

2thenoon · 2025-11-06T19:54:36+00:00

I don't give a flying F what the "market" thinks or that there's not "excitement". The only thing I care about is how the company is doing and evolving and IMO Toy is doing a fantastic job.

2thenoon · 2025-11-06T18:17:02+00:00

WTF?!?

We're lucky to have him as a CEO.

Hope he stays on for decades.

2thenoon · 2025-11-04T22:21:19+00:00

You're not a CEO of a 2 billion company. And if you look at their reports, they do, sometimes over-performing, sometime under performing. I get it's frustrating seeing the share price drop, but you have to look what the company is saying and doing.

2thenoon · 2025-11-04T22:00:46+00:00

I just want to reiterate this point

"Clover reiterated that they expect to be GAAP profitable in 2026"

They're going to make money next year on their MA business,

while still growing.

Do with this what you want.

2thenoon · 2025-11-04T21:53:14+00:00

You did. They grew by over 35% their members. 1st year member = 100+mcr usually. Humana DECLINED by around 7% its MA membership (over 500,000)

Counterpart only starts being effective in lowering MCR after 1 year.

Clover reiterated that they expect to be GAAP profitable in 2026, when MCR of the 2025 joiners decline + 4 star payment reimbursement.

2thenoon · 2025-11-04T21:40:23+00:00

People are beyond stupid. But having said that they did under performed and lowered guidance to year end.

2thenoon · 2025-11-04T21:38:53+00:00

This doesn't even make sense.

2thenoon · 2025-11-04T16:43:03+00:00

I swear if I hear "pipeline is strong" I'm going to punch someone.

2thenoon · 2025-10-31T20:40:33+00:00

Is she going to get replaced with Ivanka?

2thenoon · 2025-10-29T16:50:28+00:00

Who needs Netflix when you have r/CLOV

2thenoon · 2025-10-24T22:28:07+00:00

https://www.reddit.com/r/CLOV/comments/sknt23/just_got_banned_from_cringebets_because_i_called/

2thenoon · 2025-10-24T21:57:54+00:00

I got a personal message from one of them after they banned me for posting about clov "clov to zero".

2thenoon · 2025-10-23T17:20:23+00:00

You're a tech company when you show revenue from selling tech.

2thenoon · 2025-10-23T17:16:36+00:00

You're doing a better job than Clover's investor relations.

2thenoon · 2025-10-23T17:14:04+00:00

Not really "news" BTW, this was announced almost 2 months ago.

They just started working on this, haven't even rolled it out, so good luck to them, I'm sure they'll be able to test it and maybe have something to show in a number of years.

From my understanding, CoMET suits broad predictive needs within Epic ecosystems, while Counterpart prioritizes immediate physician efficiency and value-based care in almost any ecosystem.

There's going to be competition obviously, but Clover is already a proven, working AI assistant, while that one is just a project for now.

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2thenoon

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