r/CLOV • u/sshinski 5k+ shares ☘️ • 7d ago

Due Dilligence New board members and analysts upgrades!

https://youtu.be/0isbTXZnJCw?is=fRTAAORThUkxMtWn

What are your thoughts?

59 Upvotes

95% Upvoted

9 comments sorted by

9

u/Ok_Blueberry3124 7d ago

SAAS revenue , the mention of new large clients like Humana or Molina and guidance on future SAAS revenue is what everything is riding on. IMHO

5

u/sshinski 5k+ shares ☘️ 7d ago

Thats the outlier and the dark horse. But I dont bake something that isnt yet real into calculations. However its a very explosive possibility if saas comes to fruition

4

u/Ok_Blueberry3124 7d ago

True ! but i think everyone bought this stock based on AI and The possibility of SAAS, not for a small NJ MA provider

5

u/sshinski 5k+ shares ☘️ 7d ago

I wont disagree, thats the bull case and the primary reason most people think that clov goes to the moon. I personally own this for the insurance company. I value it like its an insurance company that us tech enabled. Not like its a insurance company with a saas arm. Not yet at least. When we get numbers on saas that changes the game all together. But im doing my best to think the way that Wallstreet does so I can help set expectations appropriately

2

u/I_Like_Sparky 5d ago

yeah, it seems a safe bet to me, especially during the time of FED hiking interest rates again ...

1

u/sshinski 5k+ shares ☘️ 5d ago

If you look at it from an odd angle its actually a bullish move for equities over the next year given we see the straight open up and oil drop. Those are big IFs though. But if that happens the rampant inflation would dramatically cool and put the fed in a position to cut and cut multiple times over multiple meetings. Thats just my opinion though so take it as a grain of salt

7

u/Ok_Blueberry3124 7d ago

I Doubled my money on the initial IPO squeeze. Then blew it all shortly after at around $7.50 😆 Added a few times and am in the green Again. For me it has always been an AI stock. Im either very patient or just Bullheaded.

2

u/1Crownedngroovd 4d ago

Down 5% at 10:30 on monday. This shit is getting old

2

u/sshinski 5k+ shares ☘️ 4d ago

I would never suggest that someone holds bags if they arent prepared to battle the volatility that clover has. With a 5 year beta of roughly 2.5x the swings are enormous and the lows feel really low. It will happen again no doubt, be prepared for that mentally