[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@formerlypeter](/creator/twitter/formerlypeter) "@THNinvestor I went all in on this at $XX and Im still happy with the price point but $XX is crazy work Congrats on the quick move up. Did you already have eyeballs on this or how did you move so fast on making the move here"  [@formerlypeter](/creator/x/formerlypeter) on [X](/post/tweet/1948726812017623304) 2025-07-25 12:47:32 UTC XX followers, XX engagements "$CNC - New fullyear guidance (another cut): just $XXXX EPS down from prior $XXXX. Revenue surged +22% YoY to $48.74B at least one piece of positive news EPS tanked due to: Spike in Health Benefit Ratio to XX% up from 87.6%: higher medical payouts to revenue pulled in Marketplace risk-adjustment revenues missed by $2.4B due to higher morbidity in XX states: On the risk adjustment program: This program redistributes funds among insurers within a state's individual and small group markets to compensate for differences in the health risk of their enrollees. Insurers with healthier enrollees pay"  [@formerlypeter](/creator/x/formerlypeter) on [X](/post/tweet/1948819108809900092) 2025-07-25 18:54:17 UTC XX followers, XXX engagements "$CNC Deep Dive 🧵 Centene runs Medicaid & ACA plans for 28M+ members. thin margins but sticky revenue. Priced for insolvency. 2025 is rough: $1.8B hit from ACA risk adjustment = $XXXX EPS Medicaid costs up post-pandemic (sicker pool) Medicare stars still weak = no bonus $ Margins historically 23%. 2025 likely drops below. Can rebound if: ✅ ACA repricing hits in 2026 ✅ States raise Medicaid rates ✅ MA quality improves At 5x PE (assuming $7.25-$2.75 adjustment = $4.5) + leading ACA share its in margin-of-safety land if they execute. More value threads coming"  [@formerlypeter](/creator/x/formerlypeter) on [X](/post/tweet/1948724677167513799) 2025-07-25 12:39:03 UTC XX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@formerlypeter
"@THNinvestor I went all in on this at $XX and Im still happy with the price point but $XX is crazy work Congrats on the quick move up. Did you already have eyeballs on this or how did you move so fast on making the move here"
@formerlypeter on X 2025-07-25 12:47:32 UTC XX followers, XX engagements
"$CNC - New fullyear guidance (another cut): just $XXXX EPS down from prior $XXXX. Revenue surged +22% YoY to $48.74B at least one piece of positive news EPS tanked due to: Spike in Health Benefit Ratio to XX% up from 87.6%: higher medical payouts to revenue pulled in Marketplace risk-adjustment revenues missed by $2.4B due to higher morbidity in XX states: On the risk adjustment program: This program redistributes funds among insurers within a state's individual and small group markets to compensate for differences in the health risk of their enrollees. Insurers with healthier enrollees pay" @formerlypeter on X 2025-07-25 18:54:17 UTC XX followers, XXX engagements
"$CNC Deep Dive 🧵 Centene runs Medicaid & ACA plans for 28M+ members. thin margins but sticky revenue. Priced for insolvency. 2025 is rough: $1.8B hit from ACA risk adjustment = $XXXX EPS Medicaid costs up post-pandemic (sicker pool) Medicare stars still weak = no bonus $ Margins historically 23%. 2025 likely drops below. Can rebound if: ✅ ACA repricing hits in 2026 ✅ States raise Medicaid rates ✅ MA quality improves At 5x PE (assuming $7.25-$2.75 adjustment = $4.5) + leading ACA share its in margin-of-safety land if they execute. More value threads coming" @formerlypeter on X 2025-07-25 12:39:03 UTC XX followers, XXX engagements