Oguz O. | 𝕏 Capitalist 💸

@thexcapitalist

Selective contrarian investor | The writer of the Capitalist-Letters newsletter read in +180 countries 👇🏼

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Joined June 2023

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Oguz O. | 𝕏 Capitalist 💸@thexcapitalist · Mar 21

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thexcapitalist's tweet card. Equity research on undervalued global stocks and occasional essays on investing. Click to read Capitalist Letters, by Oguz Erkan, a Substack publication with tens of thousands of subscribers.

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Oguz O. | 𝕏 Capitalist 💸@thexcapitalist · 4 h

$OSCR is ripping! You were warned. Rising MLR is incidental, it’s industry wide. We are still having post-Covid repercussions. Look at $UNH. It accurately predicted MLR before 2023, while MLR exceeded its predictions in 2024. The whole industry, including $OSCR, are having…

thexcapitalist's tweet image. $OSCR is ripping!

You were warned.

Rising MLR is incidental, it’s industry wide. We are still having post-Covid repercussions.

Look at $UNH. It accurately predicted MLR before 2023, while MLR exceeded its predictions in 2024.

The whole industry, including $OSCR, are having…

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Oguz O. | 𝕏 Capitalist 💸@thexcapitalist · Jul 21

You have been played. Wall Street started a coordinated attack, three downgrades day over day, they pulled it to a dead cheap level. Now they are scooping up. Despite 5% gain today, $OSCR is still one of the best opportunities in the market. At least 5x potential from here.

thexcapitalist's tweet image. You have been played.

Wall Street started a coordinated attack, three downgrades day over day, they pulled it to a dead cheap level.

Now they are scooping up.

Despite 5% gain today, $OSCR is still one of the best opportunities in the market.

At least 5x potential from here.

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Oguz O. | 𝕏 Capitalist 💸@thexcapitalist · Jul 22

$OSCR reminds me a quote from a very famous person: - Don’t be a PANICAN. Who was that?

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Oguz O. | 𝕏 Capitalist 💸@thexcapitalist · Jul 22

You gotta have the right perspective about $OSCR. Raising top-line guidance while legacy healthcare loses the ground is INSANE. Rising MLR is incidental and industry wide, nothing special to $OSCR. Despite the headwinds, they kept the 2027 guidance. This is called execution.

thexcapitalist's tweet image. You gotta have the right perspective about $OSCR.

Raising top-line guidance while legacy healthcare loses the ground is INSANE.

Rising MLR is incidental and industry wide, nothing special to $OSCR.

Despite the headwinds, they kept the 2027 guidance.

This is called execution.

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Oguz O. | 𝕏 Capitalist 💸@thexcapitalist · Jul 22

$OSCR with preliminary earnings and revisions to guidance for 2025: - Revenue target raised to $12B - Expected EBITDA loss is $130M - MLR raised to 86% from 81% They are filing for price increases in 98% of marketplaces. $OSCR +7% pre-marjet. They are navigating.

thexcapitalist's tweet image. $OSCR with preliminary earnings and revisions to guidance for 2025:

- Revenue target raised to $12B
- Expected EBITDA loss is $130M
- MLR raised to 86% from 81%

They are filing for price increases in 98% of marketplaces.

$OSCR +7% pre-marjet.

They are navigating.

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Oguz O. | 𝕏 Capitalist 💸@thexcapitalist · Jul 22

Mark Bertolini acted as the CEO of Aetna for 7 years. Stock made 7x in 7 years. Now he is executing with $OSCR. I bet he’ll do well.

thexcapitalist's tweet image. Mark Bertolini acted as the CEO of Aetna for 7 years.

Stock made 7x in 7 years.

Now he is executing with $OSCR.

I bet he’ll do well.

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Oguz O. | 𝕏 Capitalist 💸@thexcapitalist · Jul 22

The last time weekly outflows from healthcare stocks reached this level was April 2020. By April 2021 most of them had doubled. Every now and then the market thinks healthcare is dying; it never happens. Risk/reward is extremely favorable now. $UNH $OSCR $ELV $CI

thexcapitalist's tweet image. The last time weekly outflows from healthcare stocks reached this level was April 2020.

By April 2021 most of them had doubled.

Every now and then the market thinks healthcare is dying; it never happens.

Risk/reward is extremely favorable now.

$UNH $OSCR $ELV $CI

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Oguz O. | 𝕏 Capitalist 💸@thexcapitalist · Jul 21

The market doesn’t owe you anything. If you want the comfort of doing what everybody else does, you won’t make much money. You have to earn it. You have to think for yourself, be a contrarian and be right. There is no free lunch.

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