Aug. 19 at 5:45 PM
$YOU Let me push back on the bears.
Clear Secure isn’t a TSA line company anymore.
CLEAR1 healthcare — http://Medicare.gov identity verification for 67 million Americans. That’s the federal government paying for biometric identity at massive scale.
Durable Capital owns
$1.58B worth. They don’t take positions that size on airport kiosks.
I’m not in this yet but watching for Q3 CLEAR1 healthcare revenue confirmation.
That’s the re-rating catalyst when the market understands this is a digital identity platform, not a travel perk.