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Why Oscar Health's 'Great Quarter' Isn't What It Looks Like
Oscar Health looks like a screaming buy — growing revenue, growing members, positive free cash flow. So why does the market keep discounting it? We ran the numbers.
Oscar Health (OSCR) just posted strong headline numbers: member growth accelerating past 3 million, revenue climbing, free cash flow positive. Health insurers don't get valued like typical growth stocks — and free cash flow is one of the most misleading metrics you can use here.
In this episode, we break down why insurance float — not free cash flow — is the real driver of Oscar's balance sheet, how the medical loss ratio (MLR)…
The skinny
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