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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 6128 followers
Created: 2025-07-14 13:31:41 UTC

2/ $OSCR – Oscar Health

Insider buy:
Cofounder Josh Kushner & CEO Mark Bertolini dropped >$23M into stock in late 2024. All openmarket buys.

Growth snapshot :

Q1 2025 revenue: $3.05B (+42% YoY)
Membership growth: +37% YoY
First profitable quarter ever: $329M adj. EBITDA

Claims SaaS platform now licensing to external insurers

Gross margin rebounded to XXXXX%

Why it’s broken:
Legacy “insurtech junk pile” label.
Trading at 0.2X forward sales despite hypergrowth and profitability.

Why insiders are backing up the truck:
Oscar isn’t just a health insurer anymore, it’s quietly becoming a software platform for payors and it’s positioned to ride the ICHRA wave as more employers shift to individual coverage platforms.

Valuation already reflects worst case headlines but growth, margin expansion, and distribution optionality aren’t priced in.

![](https://pbs.twimg.com/media/Gv0kHmfWEAAiits.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944751656526033315/c:line.svg)

**Related Topics**
[$329m](/topic/$329m)
[$305b](/topic/$305b)
[$23m](/topic/$23m)
[insider](/topic/insider)
[oscar](/topic/oscar)
[$oscr](/topic/$oscr)

[Post Link](https://x.com/Next100Baggers/status/1944751656526033315)