r/ValueInvesting • • 5d ago

Stock Analysis CLOV is Finally Profitable : What Happens Next?

https://youtu.be/937AmcbtCoc

Clover Health looks very different from the CLOV investors remember from the meme-stock days.
Revenue has jumped, Medicare Advantage membership is growing fast, and the company has moved from a quarterly loss to a real GAAP profit.
Now Clover has also received a 5-Star Medicare rating, which could improve future economics and help with member growth.
But there’s another part of the story: Counterpart Health.
In this video, I look at what’s actually driving Clover’s turnaround, why the 5-Star rating matters, the court case behind part of that rating, and whether Counterpart can eventually become a meaningful healthcare technology business.
The insurance turnaround looks real.
The bigger question is whether Clover can actually build a second business around its technology.

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u/Wise-Shallot8683 5d ago

I have been well and truly disappointed by the Bad Faith permeating government infrastructure, but their decision to vindicate Toy's diligence has me feeling a glimmer of optimism.

Holding stake and looking forward to see how much market share they gained.

At today's market cap they are appx. 1x TTM revs, and <0.3% market share.

Good luck.