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![longoption Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1577787296408928257.png) Contrarian Capital [@longoption](/creator/twitter/longoption) on x 4528 followers
Created: 2025-07-23 01:38:25 UTC

There’s two pieces to these $OSCR earnings. 

1- increased revenue from roughly 12->13 B. This, to me, shows that the business is growing even faster than projected. I wouldn’t be surprised if they beat 26/27 guidance. 

2- increased MLR to the high 80s. This is, in my opinion, a blip that’s affecting the entire industry right now. $OSCR has a platform that has demonstrated itself capable of generating a very low MLR, and I expect them to get back to that. It’s

I’m not personally that concerned about a 100M loss- really small in the grand scheme of things. 

Worth emphasizing that this is my opinion. I like $OSCR because health insurance is the largest insurance business in US, and their platform is fantastic. I believe they can significantly disrupt this business over the next 5-10 years. These results do not change that thesis.


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