The Oscar Puzzle
Update: 2022-01-13
Description
Oscar IPO’d on March 3rd at $39 per share and started trading at $36 per share, good for a market cap just north of $7 billion. Since then, it’s down nearly 77%, its market cap hovering around $1.5 billion.
As The Abstract Investor summarized, the challenge, and opportunity, is that:
Many tech analysts aren't paying attention to insurance, while insurance analysts won't quite know how to look at a highly tech-stacked insurance company. That presents a potential opportunity for those that can figure out the murky puzzle.
In this episode, we try to put together that murky puzzle by understanding the two businesses that Oscar is building -- a tech-enabled insurance business and an insurance-enabled tech business -- and how they might combine to create the kind of scale needed to compete in health insurance.
You can read the full post at Not Boring.
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