$VAL and $NE have struggled to start the year but these will be big structural winners over the next several years as the strength in off shore continues unabated despite weaker oil prices of late.

Look like JMP is trying to gin up some business with $CVNA by raising their price target...

Insiders continue to aggressively buy up $EHTH after laying dormant for years.

Wouldn't the next move in stocks be significantly lower? Washington is not going to come to a debt deal until it has to. What will force that deal will be financial markets - specifically financial markets falling. If financial markets remain sanguine, then no deal occurs and…

Good find @LionelHutz_Esq on $LQDA

$EHTH continues to trade for a fraction of book value. It has $800mm in commission receivables against $350mm in EV. Book value would suggest a +$25 stock. When they lost money, it was hard to give credit for that commissions receivable but now that they are expected to be cash…

No one wants to buy $EHTH or $SLQT shares except for the corporate insiders. That says something.

Big insider buys at $SLQT bodes well for $EHTH.

Point72 just bought a big slug of $CUTR and filed a 13G.

In the last week, $CUTR has reshaped their problematic board and brought back their old CEO to help with the transition. The company is in much better fundamental shape than where it was a month ago from a long term governance perspective, but the stock price is almost cut in…

Citi analyst on $EHTH backed off from his prior price downgrade that he had made based on a supposition about a rule change that he turned out to be wrong on. The stock was at $9 when he did his downgrade and now he did a mea culpa and the stock is still at $7.

This revamped board announcement is a much bigger deal than $CUTR's mediocre quarter and haphazard call. Real people are being brought on and the uncertainty at the board and management level is being cleared.

$OPRT has begun to make the right decisions here on costs. There is more to do in order to fully pivot away from fintech and refocus on their core business but this is a star which the market certainly appreciates. We are confident that with such changes $OPRT can do at least $3…

Churn is heading lower: - 1Q23 church is still flat at 48% vs 4Q22, but heading back to 40%, which is where it was pre2019 - Broad goal of CMS 48-hour rule is to remove bad acting which would be a net positive for churn.

Imagine more to come in the $EHTH Investor Day later this month. Last time they did an Investor Day was in 2018 and the stock rose multiple fold during that interim.

$EHTH Great operational execution: - Cost per MA member continues to trend down 38% YoY for this quarter. - Medicare Advantage Policy Margin trending back to 2018 levels.

$EHTH's earnings today and Investor Day later this month should help assuage fears and go a long towards demonstrating that this company is back on the right footing from a customer acquisition cost perspective.

$OPRT's plan should get them to a less than $500mm operating expense base in 2024. In such a scenario, $OPRT would earn over $3 in EPS. That said, we would like to see them fully pivot away from fintech and there is still additional fat in that regard that they can cut.

We applaud the management and board of $OPRT for having a constructive reaction to our letter and re-positioning the company from a cost perspective. That said there is a ways to go. We will have more fulsome thoughts out later today.

Looks like $OPRT finally starting to get serious about costs. ~$80mm of additional cost cuts should fully flow through by 2024.

$EHTH fell from $9 to $6 on CMS concerns. Some funds shorted it on the notion that this new 48 hour rule would hurt them. $GOCO said on their call this morning that they do not think that the rule change will have any material negative impact on their operations. Very positive…

There are roughly 17,000 dermatology clinics and med spas in the US. If $CUTR can get to 25% of those for AviClear and do 2 sessions a week, we have AviClear alone generating almost $200mm in EBIT or over $4 a share in EPS.

Would wager that $EHTH has fully recovered this strange and mostly unexplainable drawdown by their Analyst Day in May.

$EHTH is now trading for less than 25% of book value. We imagine that Q1 and their investor day next month will cause for the stock to fully re-rate back to $9 in short order.