Very good, start the Big Five Waves
$Clover Health (CLOV.US)$ Too bad I was scared 1/3 away yesterday. It seems that in this wave, 4 yuan has been conservative...
I really like this model, but their commercial expansion is slow, and they have their own churn rate. If Harris comes to power and continues to abuse Medicaid. After this recover run, you really have to reduce your position to a model where only net profit lasts for a long time. Maybe Zhuang will pull up Chamath to buy shares, more than 6 yuan? Forgot it. If that's the case, it should be quite deep if you touch it 2 times
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CFA, FRM, P-Quant。然而自己投资并不量化…个人投资观点，不代表供职的银行或客户（反正我看不到）。不提供投资建议。
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