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@JM_Investment0 Avatar @JM_Investment0 JM Investments

JM Investments posts on X about $cnc, insurance, $unh, sentiment the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks finance countries technology brands

Social topic influence $cnc, insurance, $unh, Sentiment, market cap, $40s, money, accounting, $600s, $400s

Top assets mentioned Centene Corp (CNC) UnitedHealth Group (UNH) Oscar Health, Inc. (OSCR) Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"After more research I think I am going to open a position in $CNC after all. I see a lot of upside potential I think it has been oversold and it compliments my other holdings. Ill probably buy half now and half after earnings unless my thesis changes"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-22 06:19:57 UTC XX followers, XXX engagements

"The price in this optimistic scenario is $XXX XXX% upside Nearly 3x the current price on a 100B+ market cap stock with defensive characteristics and a X% dividend"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-20 20:48:44 UTC XX followers, XX engagements

"Ive spent a lot of time looking into $CNC this weekend. On first look it screamed undervalued and oversold but having done more research now Im not so sure. Anyone here that can help convince me either way For now its in my needs further research pile"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-21 11:39:03 UTC XX followers, XXX engagements

"I finally bought $CNC today. Being cautious Im predicting a price around mid $40s - around XX% upside from here. I suspect itll take a while with the current sentiment but Im happy to wait a bit and the risk/reward seems great"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-22 20:14:16 UTC XX followers, 1004 engagements

"Do you think America will move to a model where people dont need health insurance Or do you think people can live without health insurance If its no to those you can probably count this scenario out and hopefully it shows how bad things have to be for meaningful downside"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-20 20:48:42 UTC XX followers, XX engagements

"@SayNoToTrading I also dont like leveraged ETFs much and to be honest seem to lose money whenever I buy them but this is tempting $UNH is my biggest position I have been wishing it was bigger but somewhat short on cash"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-22 20:35:59 UTC XX followers, XXX engagements

"My base case in my last thread was actually slightly above this but I am more confident in this model now and it is arguably more cautious. Either way XX% upside in this scenario is huge"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-20 20:48:37 UTC XX followers, XX engagements

"And this price kind of makes sense too. From 2022 up to the start of 2025 the price was between the high $400s and low $600s. Accounting for growth over that time but also some cost issues a price somewhere in the middle or even lower end of that makes sense if youre being cautious"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-20 20:48:38 UTC XX followers, XX engagements

"@TraderNorway I am trying to model its free cash flow but struggling to confidently figure out reasonable margins. Based on past results its obviously undervalued but they dont account for the recent news/changes and Im struggling to figure out the most likely impact of those"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-21 12:06:23 UTC XX followers, XXX engagements

"Now before I jump into my model and results Ill start with some context: For the last 5Y: - Revenue has grown XXXX% per year - FCF margin has been XXX% of revenue Remember these because they show how conservative you have to be for the current price"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-20 20:48:34 UTC XX followers, XX engagements

"Wow $OSCR around XX% up towards the end of the day Crazy volatility. It seems to be health insurance wide too as $UNH and $CNC had a small rally at the same time"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-22 19:33:39 UTC XX followers, XXX engagements

"3% still requires huge simultaneous policy legal and profitability hits and even X% represents large cost pressures Medicaid cuts and fines. I even decided to ask Grok how likely each of these scenarios were and got XX% for a X% margin X% for a X% margin and X% for a X% margin"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-20 20:48:40 UTC XX followers, XX engagements

"I will start with my base case - basically what I think is most likely with a hint of caution & undervaluing to account for mistakes. First I am assuming X% revenue growth in the next year - this is pessimistic but reflects the current sentiment. For Y2 I will assume X% growth6% for Y3 to Y5 X% for Y6 to Y10 and XXX% after that. So this bakes in a big slowdown in growth from an average over XX% but considering rising costs the BBB and any other issues floating around it seems like it should account for most of the downside"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-20 20:48:35 UTC XX followers, XX engagements

"I have reduced by $GOOGL position by around XX% today. Why The risk/reward just does not seem as good as other opportunities right now. Search add growth might slow and despite other big sources of revenue they dont have the same margins and so theyre not direct replacements. Yes its a cash making machine and it surely will be for years but the price largely accounts for that and I think the chance of outperforming is greater elsewhere. Also as much as I hate to buy/sell on earning expectations with how other companies have gone this week I think anything but a massive beat and it could go"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-22 20:28:45 UTC XX followers, XX engagements

"@TraderNorway Thanks for sharing. So less revenue but will there be any cost pressures or decreases in profitability too"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-21 12:35:20 UTC XX followers, XXX engagements

"Anyway now Ive framed the context lets get back to the valuation With all of this I get an intrinsic value of $XXX - finally below the current price. Thats XX% downside but to get there the whole health insurance industry would have to fall to pieces"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-20 20:48:41 UTC XX followers, XX engagements

"@weary_centurion If you get chance take a look at $CNC seems slightly higher risk/reward than $UNH but somewhat same ballpark - share price has tumbled on the back of the BBB but it might be oversold. Im looking at it this weekend and may well buy a small position on Monday. Earnings Friday"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-20 14:58:34 UTC XX followers, XXX engagements

"As in my previous thread I wont focus too much on the upside since Im sure by now you know its good but Ill run through a quick model. Ill assume the growth rate for the next 5Y is X% X% for the 5Y after and X% after that (3Y 5Y & 10Y average are 11%). Ill assume the FCF margin next year is X% to reflect a decent fine (1% represents $4B in FCF) and then X% after that (averages are over 6%)"
@JM_Investment0 Avatar @JM_Investment0 on X 2025-07-20 20:48:43 UTC XX followers, XX engagements