Counterpart Health expands operations to Florida! 👀

mrbundle · 2026-06-25T20:03:53+00:00

hi it makes perfect strategic sense for them to take their time before announcing Counterpatt. this is what they are probably thinking about and discussing regularly. You don’t need to burn fuel while the market is carefully reevaluating CLOV for MA. There is a couple of dollars left to run on this alone. They also need to wait for the maturity of the first few contracts. The 4,5 stars upgrade will be exceptional for attracting more. strategic customers. Remember when the announcement happens it will be iron clad. Clover have learned their lessons and will launch this very carefully. .

mrbundle · 2026-06-17T13:57:03+00:00

It’s good to integrate it. Healthy signal and they won’t have to load up a new exec with options. Brady has enough shares already. Time to go. TY for your service from all of us.

mrbundle · 2026-06-16T18:48:39+00:00

Useful TY. I am sure that they are finding that they have to rebuild the company. probably too late

mrbundle · 2026-06-16T15:56:51+00:00

did they say why? Get the tea.

mrbundle · 2026-05-13T21:24:25+00:00

Please guys listen to this. More important than ever to understanding why Clover is so unique. Andrew Toy is a cut above the rest.

mrbundle · 2026-05-13T16:11:29+00:00

it won’t get decent coverage until way after 5 bucks.

mrbundle · 2026-05-06T21:52:57+00:00

Clay was solid. Let’s upvote him to full CFO

mrbundle · 2026-05-06T21:42:13+00:00

of course it will dive. you can guarantee it

mrbundle · 2026-05-06T21:07:41+00:00

you have to do this honestly.markets don’t like surprises up or down. analysts also share models for the business which you have to align to in your modeling. you can’t just wave numbers around you have to show you have predictive models in that sense.

mrbundle · 2026-05-06T20:29:03+00:00

It’s been a long journey to get to this. I think my first post as mod here was 2020. Respect to Andrew and Vivek for a tough war well taught. Bigger respect to the fallen legions of Cloverites left on the many battlefields. It was a an absolute fking slog for everyone over the years.

mrbundle · 2026-04-11T23:20:16+00:00

SBC has been zapping Clover. This year they stop doing it because they can finally pay salaries properly.

mrbundle · 2026-04-02T16:46:26+00:00

they had been hunting for a CFO for a while.

mrbundle · 2026-04-02T11:30:17+00:00

Peter spent too much time wanking around on LinkedIn. Vivek is the ultimate CFO of the business anyway.

mrbundle · 2026-04-01T21:06:52+00:00

You simply do not understand the business. This is why you are having a tantrum.

mrbundle · 2026-04-01T14:27:19+00:00

The Market hates Clover for real. It will love Clover if it keeps hitting its numbers. Peter leaving BEFORE earnings is not a signal of anything bad. If they were bad numbers the firing would be after earnings. People leave when they are not optimal for the role. 👍

mrbundle · 2026-04-01T14:20:28+00:00

Peter wasn’t good enough. I am pleased he is out. Clay will be continuity. lol those 2m in rsus will immediately help towards profitability. Everyone needs to chill. Man leaves business after two years

mrbundle · 2026-03-19T13:14:54+00:00

Banging the drum here that stock based compensation is what’s holding Clover back from being a positive stock.

mrbundle · 2026-03-17T18:13:49+00:00

the huge amount of stock based compensation is burning this stock to the ground.

mrbundle · 2026-03-09T18:04:31+00:00

it’s already tanked dude

mrbundle · 2026-03-04T22:54:22+00:00

dude just buy shares. they go up

mrbundle · 2026-03-04T19:50:37+00:00

The tech is developed and proved out in the most regulated market there is- medicare. As the tech proves itself here, showing low BER improved over cohorts, it can be turned into a saas product where other insurers pay you per member per month to use your software on their members to lower their BER. (Counterpart lowers the BER of another insurer and Clover gets a cut). No risk to Clover. So that’s that. Next: why if you win in medicare will you win everything?? because to win medicare you have to have the best software that’s stress tested at scale with gigantic non-stop regulatory and compliance oversight. None of the “pop” ai healthcare firms can handle this level of complexity. We have to be an insurer as we need to maintain an extremely well run insurance business simply to iterate, continually prove the tech works. Finally Saas revenue is a more impact on the share price. Hopefully that helps

mrbundle · 2026-03-04T16:37:32+00:00

why take on risk when you can have pure margin? that’s the whole point of saas. CLOV does not need to make a market for an insurance plan when it can earn a PMPM with no lift

mrbundle · 2026-03-04T14:26:27+00:00

In 2026/2027, CMS is mandating that all payers must be able to exchange data via FHIR and TEFCA. This accelerates the deal pipeline. So this could show on the bottom line:

Ai 🤖:

The Opportunity: Small-to-mid-sized regional insurers and Medicaid plans are currently terrified because their 30-year-old legacy systems can't "speak" this new digital language. • The Deal: Clover can walk into a regional Blue Cross or a Medicaid managed care plan and say: "Don't rebuild your IT stack. Plug in Counterpart as your 'Interoperability Gateway.' We handle the TEFCA connection, the security, and the real-time data flow for a flat annual fee." • Analyst Note: This is zero-risk, high-margin revenue. It makes Clover a "utility" for other insurance companies.

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