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Centene Corp

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Recent Comments

Seeing tech dump while my CNC is deep green and UNH about to go green gives me joy.
And also Starving Insomniac CNC Mill Operator Autist.
Thoughts on CNC? Down huge in the past several months
Aight dude, you gotta calm down. You're right that these companies aren't comparable to UNH directly, they're more comparable to CNC. My thesis is that for these 3 companies (and CNC) there's a floor (assuming no bankruptcy, which I only see possible for VRNS). The floor being a depressed EV multiple assuming depressed earnings in the future. That's different for each of these stocks, but using FI as an example I think that's somewhere around 45-55. For me, the RR here is losing 40 points (from my entry, which wasn't great) vs making 40-100 points depending on the outcome. It's a \~2:1 RR where the only irresponsible thing is the size imo
Hopefully CNC gains some more.
CNC ripping
CNC whyyyyyyy..
CNC mooning, healthcare stocks bullish
CNC doing what UNh couldn't.
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