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Summary Merger arbitrage spreads are wide. There are plenty of opportunities with spreads of up to 81%. This is a detailed review of the most interesting transactions in the space. Merger arbitrage is an event-driven investment strategy of betting on a successful acquisiti...
Summary TDOC has infamously recorded an immense asset impairment worth $9.63B over the LTM, likely attributed to the overly expensive Livongo acquisition worth $18.5B. With other players embarking on aggressive M&A activities into the virtual and primary healthcare market, it remain...
Summary We dive under the hood of one of the most controversial exchange-traded funds, analyzing their moves based on recently disclosed 13F filing data. Cathie Wood is a uniquely divisive figure in the world of finance made famous by her "disruptive innovation" investment philosophy, w...
Summary Chase Coleman’s 13F portfolio value decreased from $11.93B to $10.90B this quarter. Tiger Global added HubSpot and increased ServiceNow, Alphabet, and Uber Technologies while reducing NU Holdings, CrowdStrike, and SentinelOne. The largest three positions are JD.com, M...
Summary Hims & Hers Health has demonstrated resilient margins and accelerating growth in 2022 with no signs of slowing down, supported by rapidly expanding telehealth market and good brand recognition. The company has a strong balance sheet with no debt and considerable cash and sho...
At the moment, the primary care market is valued at about $296 billion, according to Grand View Research. By 2027, the market could be worth just over $408.5 billion. “Primary care is the center of the U.S. healthcare system, reforms in the healthcare coverage will reenergize the infrastru...
It's clear that Amazon (NASDAQ: AMZN) wants to make its mark in the world of healthcare. The e-commerce giant opened a pharmacy service two years ago. And the company's trying to get a foothold in telemedicine, though it hasn't been easy. Amazon is shuttering its own service, Amazon...
Summary This article seeks to provide a valuation and pricing mechanism for ONEM. We will find a pricing mechanism for ONEM by comparing its financial metrics to the rest of the US market, assess its financial health, and attempt to find a valuation. I give 1Life Healthcare an...
1Life Healthcare press release ( NASDAQ: ONEM ): Q3 GAAP EPS of -$0.57 misses by $0.11 . Revenue of $261.4M (+72.8% Y/Y) misses by $11.51M . Medical Claims Expense Ratio was 78%. Loss from Operations was $117.3 million, or 45% of Net Revenue; Net Loss ...
Third Quarter 2022 Ending Total Membership Count of 815,000, a 14% Increase Year-Over-Year. Ending Consumer and Enterprise Membership Count of 775,000 and At-Risk Membership Count of 40,000 Third Quarter 2022 Net Revenue of $261.4 Million, a 73% Increase Year-Over-Year SAN FRANC...
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1Life Healthcare Inc. Company Name:
ONEM Stock Symbol:
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Together, Amazon and One Medical will help more people get better care, when and how they need it For a limited time, One Medical membership is available to new U.S. customers for $144 (28% discount) for the first year—the equivalent of only $12 per month Today, Amazon (N...
2022 Ending Total Membership Count of 836,000, a 14% Increase Year-Over-Year. Ending Consumer and Enterprise Membership Count of 796,000 and At-Risk Membership Count of 40,000 Fourth Quarter 2022 Net Revenue of $274.2 Million, a 19% Increase Year-Over-Year Full Year 2022 Net Revenue of $1...
At the moment, the primary care market is valued at about $296 billion, according to Grand View Research. By 2027, the market could be worth just over $408.5 billion. “Primary care is the center of the U.S. healthcare system, reforms in the healthcare coverage will reenergize the infrastru...