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[@inefficientedge](/creator/twitter/inefficientedge)
"@KarstResearch I agree. And $Cnc does a good job managing their Medicaid business. I think they will be fine. Also if you read MOh earnings their Medicaid business was fine"  
[X Link](https://x.com/inefficientedge/status/1981131168817799248) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T22:50Z XX followers, XXX engagements


"@Julian_Trades1 No. Would much rather own $UNH and $CNC. I am also avoiding $OSCR for now. Wouldnt mind finding an entry point down the road though"  
[X Link](https://x.com/inefficientedge/status/1981131577771118682) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T22:52Z XX followers, XXX engagements


"@WinnerInvestor @degeninvestor7 It will be interesting to see what $Cnc says when they report. Their event in September was positive on the trajectory. Curious if it has deteriorated since then. $Cnc is more dependent on Medicaid and hopefully they would manage it better vs. $Elv with other areas of focus"  
[X Link](https://x.com/inefficientedge/status/1980967526642151482) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T12:00Z XX followers, XXX engagements


"It is likely $CNC management moved with more urgency to address the Medicaid issues as it makes up a large portion of their revenue. This isnt without risk but I am staying long $Cnc through earnings next week"  
[X Link](https://x.com/inefficientedge/status/1980986132549820425) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T13:14Z XX followers, XXX engagements


"@brent_e_trader $unh is my largest position in the space. Smaller exposure to $cnc. Nothing else. Medicaid wasnt the problem for $MOH this quarter. It was Medicare and the marketplace"  
[X Link](https://x.com/inefficientedge/status/1981132616859603071) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T22:56Z XX followers, XXX engagements


"@time24trader Every time their management gets on a call they ruin it. Just buy $UNH"  
[X Link](https://x.com/inefficientedge/status/1980634243698188397) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T13:56Z XX followers, XXX engagements


"@Ashton_1nvests $CROX is hated but setup to do very well into next year. Valuations are so low its hard to go wrong"  
[X Link](https://x.com/inefficientedge/status/1980634989374140725) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T13:59Z XX followers, XXX engagements


"@weary_centurion Good example I have confidence in the PayPal management to execute from here. They arent trading as cheap as DDS was X years ago but they are still cheap and the business is way better than DDS. $CROX is another one with this potential on buybacks to make a huge difference"  
[X Link](https://x.com/inefficientedge/status/1980637439237738612) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T14:08Z XX followers, XXX engagements


"Happy to see $UNH react very differently than $ELV this morning. I think $UNH has a better reaction post earnings next week"  
[X Link](https://x.com/inefficientedge/status/1980643059085062204) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T14:31Z XX followers, XXX engagements


"@trendfollower47 I agree. Valuation is so cheap and people still love crocs. Strong international growth and large buybacks"  
[X Link](https://x.com/inefficientedge/status/1980654629349433433) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T15:17Z XX followers, XX engagements


"@siyul $CROX is hated but the fundamentals are strong. Even with US growth slowing international has a long runway and they continue to buyback shares. Just a matter of time before the stock rerates"  
[X Link](https://x.com/inefficientedge/status/1980654979238273246) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T15:18Z XX followers, XXX engagements


"@AndrewM61370616 Exactly I think the story for the whole sector is still intact and at the end of the day they all do well but they could have done better. I think some of the other companies will be faced with the same reality but project better confidence in their plan and the turnaround"  
[X Link](https://x.com/inefficientedge/status/1980658866229768617) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T15:34Z XX followers, XXX engagements


"Despite the Medicaid comments on the $ELV earnings call I am positive on $CNC earnings. I keep going back to that call center management did back in September and the CFO said in July we have spent every evening 5-9 going through every plan in every state"  
[X Link](https://x.com/inefficientedge/status/1980985843268587668) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T13:13Z XX followers, XXX engagements


"@degeninvestor7 @AwlabIT The marketplace was the issue with $moh this quarter. Any concerns for $OSCR"  
[X Link](https://x.com/inefficientedge/status/1981133617763086587) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T23:00Z XX followers, XXX engagements


"$ELV conference call is exactly why I dont own shares while I have exposure to many of the other names in the sector. Management is never optimistic even when things are turning around. Looking forward to $UNH and $CNC earnings calls next week"  
[X Link](https://x.com/inefficientedge/status/1980627441107509477) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T13:29Z XX followers, 1962 engagements


"$DECK is down XX% and is still more expensive than $CROX. Both buying back stock both with strong international growth. One has a heydude hangover that makes it half the price of the other. If you want exposure in the footwear space $CROX is the way"  
[X Link](https://x.com/inefficientedge/status/1981702683477303636) [@inefficientedge](/creator/x/inefficientedge) 2025-10-24T12:41Z XX followers, XXX engagements


"@TidefallCapital @oatsfor1 Key here is half the multiple. Mainly because the heydude disaster. That turns around even slightly it should rerate closer to $DECK multiples. I would argue $deck space is more competitive at least for their Hoka brand"  
[X Link](https://x.com/inefficientedge/status/1981725618212380769) [@inefficientedge](/creator/x/inefficientedge) 2025-10-24T14:13Z XX followers, XX engagements