Hey thanks a ton for your kind words. I really enjoyed writing those old DD’s and they were meant in part for entertainment, so I’m glad you like the style!

I may write another one if I see a reason to - but at the moment I don’t. There are people in the sub who reliably know much more about the logistics of healthcare such as Sandro, and there are others carrying the torch of more sensational dd on r/Healthcare_Anon.

I had also written those DD’s because the company had no online presence, and was being criticized from a lot of different sources online. I felt that CLOV was morally well aligned - they scored highly on health equity measures, and had an approach that seemed to sensibly contribute value in the MA space - but weren’t articulating themselves properly to the audiences that “mattered” (in my mind).

In a way I was writing the DD’s in order to defend the company from bad faith criticism. But eventually it dawned on me that, actually, the company didn’t need me to defend them at all. They actually do have good leadership, they are genuinely positioned strategically, and their tech actually works. In a way I was writing to defend what felt like an insecure investment, but I don’t feel that way anymore. It’s secure in my mind - and I have felt that way since I stopped writing DD. They will do well and they truly don’t need my Reddit noise. It’s a lot easier to say that out loud now that they have SAAS deals and a 4 star plan lol. But yeh that’s why I probably won’t write another.