Let’s see, some people are too enthusiastic while others are too pessimistic.
I think the right point is somewhere in between. This is definitely a greate promise but risks are there too. Though, I don’t believe risks are big enough to prevent it from doubling or tripling from the current levels.
Really enjoyed the article — it got me interested in digging deeper into Oscar’s business model. One thing that stood out to me was how different the go-to-market motion is for SMBs (B2B) compared to the ACA (direct-to-consumer, self-serve) model.
Do you have any insight into how Oscar plans to tackle this shift, and whether they have the capabilities and infrastructure to execute effectively in the SMB space?
Interesting and promising pitch. I’m curious to hear what others think about Oscar Health. I’m considering investing in it.
Let’s see, some people are too enthusiastic while others are too pessimistic.
I think the right point is somewhere in between. This is definitely a greate promise but risks are there too. Though, I don’t believe risks are big enough to prevent it from doubling or tripling from the current levels.
Great piece. Mark Bertoli coming onboard is a huge signal too.
Do you like long dated call options on this or just hold the stock long?
Hey Oguz,
Really enjoyed the article — it got me interested in digging deeper into Oscar’s business model. One thing that stood out to me was how different the go-to-market motion is for SMBs (B2B) compared to the ACA (direct-to-consumer, self-serve) model.
Do you have any insight into how Oscar plans to tackle this shift, and whether they have the capabilities and infrastructure to execute effectively in the SMB space?