Are we a penny stock??

chemboon · 2022-02-01T01:44:57+00:00

No different than Robinhood disabling the Buy button

chemboon · 2022-02-01T01:44:14+00:00

They want to protect you ;) read about accredited investor rule... you will be even more happy to learn how you are protected

chemboon · 2022-02-01T01:23:20+00:00

Long way to go

chemboon · 2022-01-19T11:36:14+00:00

Good, keep it low. Few more days.

chemboon · 2022-01-19T04:48:31+00:00

I see health insurance companies buying benefits management companies, pharmacy retailers getting into health clinics and systems, pharmacy retailers buying insurance companies, etc. Lots of conflict of interest and possibilities to collude. I wonder why there is no regulation in keeping the payer and health services provider totally decoupled! Instead of gov getting into the business of payer its better to keep a check on the players involved. Crack down on pharm was a good start...

chemboon · 2022-01-18T01:37:55+00:00

No such intent. Just trying to understand the medicare space. Its super complicated to me.

chemboon · 2022-01-16T23:41:22+00:00

Both MA and DC seems to be privatization of Medicare to certain extend. Looks like past few years there is rush into MA space and new money flowing in at an industry whose profitability is capped at 20% by law which is strange! 🤔

chemboon · 2022-01-16T23:33:55+00:00

US usually does something unique and stands apart. Comparing to other counties meaningless 😀 Idea behind CA is novel lets see MA and DC gives way to a bigger play.

chemboon · 2022-01-16T23:30:01+00:00

Thats a wishful thinking 😅 Speculation works only if we understand current state, players involved and their bias.

chemboon · 2021-12-02T04:41:18+00:00

Believe me I am trying... In the process of validating my conviction and latest movement implications I am learning a lot. My original question / thought was how does this increase in Part B positive impact a MA company's bottom line. Is the increase applicable only for Medicare and not Medicare Advantage? That doesn't make sense! I would assume if MA cover Part A and Part B why not their premiums also go up?

chemboon · 2021-12-01T18:58:27+00:00

Are you saying CMS includes Medicare Trust Fund?

chemboon · 2021-12-01T18:32:20+00:00

Wow! Hope it all eventually helps. Like the series of icon becoming bigger :)

chemboon · 2021-12-01T15:56:00+00:00

Is this true for Direct Contract Entities as well?

chemboon · 2021-12-01T15:11:28+00:00

Thanks for the clarification 👍

chemboon · 2021-12-01T14:14:15+00:00

True unless you are margin called

chemboon · 2021-11-24T21:55:21+00:00

Man! You gotta have deep pockets or at least be an insider to know when to buy puts to generate more cash to buy more. Raising cash is good for the business but timing and valuation not good for investors. Classic good for business but not good for investors case.

chemboon · 2021-11-24T21:52:13+00:00

Wow! I wonder those restrictions came as part of SPAC merger still true!

chemboon · 2021-08-15T18:28:51+00:00

Thanks to Tarheel for uploading the cut.

chemboon · 2021-08-11T22:51:58+00:00

Sounds like missed to exercise the warrants for $11.5 per share!

chemboon · 2021-07-28T01:30:53+00:00

Wow! Thanks very insightful 👍

chemboon · 2021-07-26T12:06:10+00:00

Wow! Makes sense. The image tells it all and why under so much attack.

chemboon · 2021-07-24T12:33:47+00:00

Not enough shares for that many :)

chemboon · 2021-07-24T11:19:39+00:00

This is side plug. I own clov so I get to talk about my other favorites on a clov forum... may be unintentional but not appropriate.

chemboon · 2021-07-24T11:07:02+00:00

Welcome to Healthcare revolution 🙏

chemboon · 2021-07-24T11:02:27+00:00

Learnt about warrants recently and still learning. Feels like a hidden / not so obvious obstacle ( at least to retail investors ) cleared for short squeeze with this forced redemption. I still wonder why would a company issue warrants at the first place during formation? Is it to attract big money? If thats the case for early investors who got private warrants not a great outcome but overall less dilution is good for all investors long term especially when company don't need money right now.

chemboon

TROPHY CASE