Rapalla Invests
@RapallaInvests
Investing with extra interest in healthcare/tech sector. Finding value where others see nothing. $CLOV 🍀 Watch the revolution unfold. NOT FINANCIAL ADVICE!
Counterpart Humana connection CONFIRMED! $CLOV subdomainfinder.c99.nl/scans/2025-06-…
Dear $CLOV Investors, This Is What Generational Conviction Looks Like Thank yo @RapallaInvests and @Market_Kap for the citations. The data is speaking. And the narrative is beginning to align with the fundamentals. If even a portion of what’s currently forming around Clover…
Another batch of nationwide actuarial analyst positions posted, this time for MOLINA. Every major insurer in the United States is now positioning to emulate the care model of @CloverHealth @counterparthlth because it works! Powered by Clover assistant! Coming at an insurer near…
Well said! The power of value-based care. The power of AI in healthcare. The power of @CloverHealth. $CLOV
$CLOV $UNH $MOH $HUM $CVS Healthcare companies are all getting hammered. The reason why? -The regulations have completely shifted almost overnight. For years, the big insurers made money on a fee-for-service model, meaning the more visits, tests, and procedures, the bigger the…
In my research into Value-Based Care openings nationwide, I have found that Molina, Humana, Aetna/CVS, Centene, and Anthem/Elevance are all pivoting towards a Value-Based Care model. Value-Based Care has been around for decades, so why are they all switching to it now?…
I want to make an important observation here. Previously there were 8 positions listed for Associate Actuary nationwide in various states just 3 weeks ago. After a recent search I found there were over 50 listings now, including over 35 states and even the District of Columbia!…
I found something interesting while digging through $HUM job openings tonight in LinkedIn. There are a bunch of openings for “Associate Actuary” for Value-Based Care nationwide. This is a big reinforcement for the ongoing theory about a partnership with $CLOV behind the scenes.
Recent scans of subdomains connect @Humana $HUM to counterpart’s domain with over 30 subdomains indicating a strategic partnership of some kind between them. If Humana failed to scale Author internally, it makes perfect sense to license a smarter, proven alternative. It…
Credit to TonyO9O7 on stocktwits for this huge find. @molinahealth subdomain found amongst the ones we already knew about. That means links to TWO national players. Peter meant what he said. The SaaS snowball is about to turn into an avalanche. $CLOV $HUM $MOH
Just a matter of when…. 😁 $HUM $MOH $CLOV $ELV $UNH $CVS
Just like $HUM, insurers around the nation will struggle going forward as macro headwinds increase in the healthcare sector… for me, I don’t believe it is a matter of “who will use it”, but rather “when”. $CLOV
If $MOH and now $HUM are potentially onboarding Counterpart Assistant, the writing is on the wall: Every major insurer may follow. Success in both those realms would mean success in Medicare Advantage and Medicaid at scale. Nobody wants to lag behind and eat dust while their…
Humana's subdomains appear to officially be ONLINE! All of them now have "online" next to them and appear to be live and functional! The "inactive" next to them means they are ready to go, @Humana and @counterparthlth only need to flip the switch! $CLOV Thanks to JimboBob on…
Humana once tried to build its own care guidance platform: Author by Humana. It promised concierge-style service, care navigation, and simplified provider interactions (sound familiar?) But by 2022… the brand quietly disappeared. Why? And what may be replacing it…? $CLOV…
I KNEW IT. Institutions are increasing their holdings in $CLOV significantly. Blackrock adds 22 MILLION shares. They bought the dip.
Previously, before the leak of the subdomains, I posted about Humana having a plethora of Actuary openings for VBC and how this tied into them being connected to @counterparthlth @CloverHealth Somewhere along the way, @Market_Kap discovered a very odd set of coincidences that…
🤔…. 💭