OSCAR HEALTH DEEP DIVE | DeepDives

Описание: amit: https://x.com/amitisinvesting
ronnie: https://x.com/TheRonnieVShow
kris: https://x.com/KrisPatel99
steve: https://x.com/DividendStreams

00:00 - Intro
05:03 - What is Oscar
10:25 - How healthcare works
17:39 - Oscar in 20 states
22:07 - Why the valuation has been discounted
32:50 - UNH vs OSCR
41:00 - MD vs Nurse Practitioners
47:08 - DCF
51:51 - Core KPIs