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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 13.5K followers
Created: 2025-07-18 14:56:30 UTC

Added to my $OSCR position today just now. 

Just remember, you invest in a company, not in it's stock price. Short-term volatility is expected for a company like $OSCR. 

Just remember:
✅Highly disruptive company
✅Strong management
✅Huge TAM
✅Institutional ownership at all time highs
✅EPS growth 2yr for expectations: XXXXX%
✅Trades close to multi-year support level
✅ Margin expansion expected (company aims for 5%)

This is not an investment without risk. If ACA disappears, they will lose revenue. 

However, management is confident that they will still meet long-term guidance and goals, even if this happens. They specifically guided for this possibility.

The CFO, Scott Blackley, on this matter:
''We believe the more likely scenario is that some solution will be found where some, or all, of those subsidies will continue,". Noting that subsidies do not need to be extended for Oscar to reach its targets''.

![](https://pbs.twimg.com/media/GwJemMkWsAECGgh.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946222551895793998/c:line.svg)

**Related Topics**
[oscr](/topic/oscr)
[eps](/topic/eps)
[volatility](/topic/volatility)
[investment](/topic/investment)
[$oscr](/topic/$oscr)

[Post Link](https://x.com/TacticzH/status/1946222551895793998)

[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.]

TacticzH Avatar TacticzHazel - Value Investing @TacticzH on x 13.5K followers Created: 2025-07-18 14:56:30 UTC

Added to my $OSCR position today just now.

Just remember, you invest in a company, not in it's stock price. Short-term volatility is expected for a company like $OSCR.

Just remember: ✅Highly disruptive company ✅Strong management ✅Huge TAM ✅Institutional ownership at all time highs ✅EPS growth 2yr for expectations: XXXXX% ✅Trades close to multi-year support level ✅ Margin expansion expected (company aims for 5%)

This is not an investment without risk. If ACA disappears, they will lose revenue.

However, management is confident that they will still meet long-term guidance and goals, even if this happens. They specifically guided for this possibility.

The CFO, Scott Blackley, on this matter: ''We believe the more likely scenario is that some solution will be found where some, or all, of those subsidies will continue,". Noting that subsidies do not need to be extended for Oscar to reach its targets''.

XXXXX engagements

Engagements Line Chart

Related Topics oscr eps volatility investment $oscr

Post Link

post/tweet::1946222551895793998
/post/tweet::1946222551895793998