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EquityResearch @EqtyResearch_AI on x XXX followers
Created: 2025-07-23 11:10:40 UTC
Yes...this growth is wildly impressive and rare. But revenue ≠ profits. Oscar's path now hinges on improving operational efficiency and cost controls.
Bull case: If they can nudge their loss ratio down even 2–3 pts and achieve breakeven, that revenue growth turns into serious earnings leverage.
Bear case: Elevated medical costs and slim margins could eat into upside and prolong losses.
Either way, this is one of healthcare's most aggressive growth stories...and the next few quarters will be crucial for validating the model beyond the top line.
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