Oct. 3 at 12:49 PM
$CLOV as painful as this week has been, it won't last
When we recover it will be rapid, the valuation fundamentals don't lie.
Currently sitting at a P/S of 0.79, and EV/REV (my preferred as reflects our lack of debt) of 0.6. Vs closest comparator of
$ALHC of 0.95 & 0.9
Mad that
$CLOV growing at 35%+ per annum has worth valuation metrics than
$UNH ! (0.87 EV/REV)