Clover Health: Growth Of Quality
Feb. 12, 2021 4:03 PMClover Health Investments, Corp. (CLOV)
TAM of $270 billion in 2019 and growing at a 14% y/y.
Market share of 25% in the markets it competes in. Showing strong competitive advantages due to improvements in areas such as costs and freedom of choice.
Price below its fair price calculated using a DCF, providing an attractive investment for investors with a long-term horizon
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