Great post Rob! I was happy to see $OSCR on this list. I did a massive deep dive on this company and am more bullish than ever. If we see the ICHRA Permanency Act that was introduced in the House in December 2025 gain momentum and signed into law, then what Oscar Health has been building for the past decade will take off like a rocket!
It absolutely is! I strongly believe that 2026 will be their make or break year. Bertolini coming out of retirement to cut costs and improve efficiency is the perfect foundation. If the CHOICE Arrangement Act, which is currently in legislative limbo, is signed into law then the stock goes 🚀 🌕 and the old guard (UNH & friends) will lose market share. The growth of the gig economy is also a tailwind for them.
Thanks, Chen. As Howard Marks puts it: 'You can't take the same actions as everyone else and expect to outperform.' Disagreement is the fuel of alpha. If everyone agreed these were great picks, the potential upside would already be priced in. Let’s revisit this list in 12 months.
Looking for moonshots with the possibility of 10x (or 20x or more) but dont mind if there is a chance to loose? Should look for arbitration stories. Best cases have some coverage.
PAT, AMM, SVB, EML, ETM, ZEN, EQX...
Or when the turnaround happens to a long dragging mining story, a policy change... goes to government and EU CRMA backing... ESM...already on the road of 8x behind, but still a 6-8x ahead...
Or similar but on the extremes...and close to the decisive make it or break it moment NAK, ETM, GCM...
Check out our PRL deep dive we wrote a little while back! Serious upside here.
Some interesting takes…. Some I like, some others I will have a look for sure 👍
Great post Rob! I was happy to see $OSCR on this list. I did a massive deep dive on this company and am more bullish than ever. If we see the ICHRA Permanency Act that was introduced in the House in December 2025 gain momentum and signed into law, then what Oscar Health has been building for the past decade will take off like a rocket!
Here is the deep dive if interested: https://gannoncapital.substack.com/p/luigi-mangione-allegedly-killed-the
Thanks Joe! That means a lot.
$OSCR is definitely one of the most interesting (and misunderstood) names for 2026 I think.
I’ve bookmarked your deep dive and will give it a proper read this evening. Always looking for a fresh perspective!
It absolutely is! I strongly believe that 2026 will be their make or break year. Bertolini coming out of retirement to cut costs and improve efficiency is the perfect foundation. If the CHOICE Arrangement Act, which is currently in legislative limbo, is signed into law then the stock goes 🚀 🌕 and the old guard (UNH & friends) will lose market share. The growth of the gig economy is also a tailwind for them.
Good
Just glancing at each one (fundamental metrics), ROOT is my kind of stock! Thanks.
bad picks. need to dig deeper into the fundamentals
Thanks, Chen. As Howard Marks puts it: 'You can't take the same actions as everyone else and expect to outperform.' Disagreement is the fuel of alpha. If everyone agreed these were great picks, the potential upside would already be priced in. Let’s revisit this list in 12 months.
Looking for moonshots with the possibility of 10x (or 20x or more) but dont mind if there is a chance to loose? Should look for arbitration stories. Best cases have some coverage.
PAT, AMM, SVB, EML, ETM, ZEN, EQX...
Or when the turnaround happens to a long dragging mining story, a policy change... goes to government and EU CRMA backing... ESM...already on the road of 8x behind, but still a 6-8x ahead...
Or similar but on the extremes...and close to the decisive make it or break it moment NAK, ETM, GCM...