OSCR
avoiding
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Reasoning trail
Every post mentioning OSCR, newest first — the thesis as it was built and revised
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10 May 26
States he stays away from insurance companies (in response to a joking mention of Oscar Health).
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01 May 26
Provides management-quality scores for ONDS (68/100) and OSCR (64/100): ONDS improving from a 2022-2024 over-promising/dilution phase into strong 2025-2026 defense/CUAS execution; OSCR pivoting to disciplined insurance operations after a 2025 profitability reset, both still marked down for dilution.
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28 Mar 26
Announces a new article on the 'AI race to the bottom': explains why he avoids insurance companies ($LMND, $OSCR, $UNH) and ERP software companies ($CRM, $SAP), how $ADBE can survive the AI disruption, $KO's main advantage, and how $WMT is using $GOOGL to escape the race to the bottom.
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10 Feb 26
Has OSCR on his watchlist but is undecided due to a dislike of the current insurance sector environment.
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10 Feb 26
Notes OSCR is up 5% despite a heavy Q4 miss, as investors look past a rough 2025 toward a bullish 2026 guide of $19B revenue and a return to profitability, aided by price hikes and agentic AI cost control.
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06 Feb 26
Compares the current pullback across a basket of names to the April 2025 correction, noting the current drawdowns are less severe/more concentrated than April for most names.