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December 20, 2019

No Thesis Creep For Me…


On Tuesday I wrote about thesis creep from the short sellers in Health Insurance Innovations (HIIQ – USA). At the time, I thought I was paying around five times earnings to buy a profitable short-term medical insurance (IFP) broker which was pivoting into the much more lucrative Medicare Advantage business. Furthermore, I felt that I knew why the shares were undervalued—namely an active and ... Read More
Categories: Investments
Positions Mentioned: HIIQ
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