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$CVS · Aetna turnaround drove 652% TSR; wage hike to $16/hr cut costs 7.5% and created 2,000 employee millionaires
now playing · $CVS
$OSCR···bullish· high· posmark bertolini
Bertolini: Oscar's AI-native platform and ICHRA strategy target 125M addressable lives
Oscar's cloud-native platform (first new build since 1972) and 20+ LLMs cut operating costs, enabling narrow-network ACA plans with better risk adjustment. The ICHRA tailwind open…
$OSCR···bullish· high· posmark bertolini
Diabetes program proves model: invest $699/mo to save $700/mo via risk adjustment
Oscar's diabetes program demonstrates the economic engine: uncontrolled diabetics cost $1,600/mo vs $900/mo controlled — a $700 spread. Investing $699/mo in sensors, coaching, and…
$CVS···bullish· highmark bertolini
Aetna turnaround drove 652% TSR; wage hike to $16/hr cut costs 7.5% and created 2,000 employee millionaires
Raising minimum wage to $16/hr and eliminating out-of-pocket costs for low-income employees ($75M program) reduced healthcare costs 7.5% in year one, drove stock from $39 to $80,…
$BRIDGEWATER-ASSOCIATESneutral· mediummark bertolini
Bertolini chaired Dalio's succession; culture and investor control made operational change nearly impossible
Despite building governance structures and an 18-month co-CEO transition with Nir Bar-Dea, Bridgewater's institutionalized culture and investor-controlled decision-making prevente…