Description
Can Health Insurance Be About M…
What you’ll leMarkBertolini #DCF #ValueInvesting #Trading #AduroCleanTechnologies #PlasticRecycling #InvestingPodcast #Palantirings.
Why he sees mission‑driven leadership as a moat (Bertolini’s Aetna track record, personal story, and “insurance without the greed” ethos).
The Aduro debate: pre‑revenue risk vs. solving a “trillion‑dollar problem” in plastic recycling.
How to separate left‑brain investing (long‑term, add‑only) from right‑brain trading (in‑and‑out on volatility).
When to trim winners (e.g., Palantir) vs. sit tight, and how taxes/cost basis can punish over‑trading.
Oscar Health talking points: ACA subsidies, ICHRA/gig‑economy strategy, and this year’s industry‑wide MLR spike (and why he views it as a one‑off).
Suggested chapters (add timestamps after upload)
Intro & mission‑driven investing
Ronny V: Air Force → full‑time investor
DCF + monthly charts: the A‑plus setup
Aduro Clean Technologies: hype or real?
Oscar Health: leadership, valuation, and moat
ACA subsidies, ICHRA & MLR context
Left‑brain vs. right‑brain: two‑portfolio method
Trimming vs. holding (Palantir example)
Takeaways & what Ronny’s watching next
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Nothing here is financial advice. Do your own research.
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#OscarHealth #MarkBertolini #DCF #ValueInvesting #Trading #AduroCleanTechnologies #PlasticRecycling #InvestingPodcast #Palantir #HIMS #OSCR