Most of Chamath’s stocks are down 70% since the IPO using a SPAC. Although I will say that clov has come really close to the 200 day moving average while the others have struggled and looks like may have hit an inflection point but may not move upward for quite some time.

Good buying opportunity in the mid-long term future as the stocks Price to book are well below the industry average but are the profitable?

All of the companies revenues are growing like crazy but they are not profitable.

All of these companies are doping billions of dollars in revenue but they have yet to turn a profit.

It may be that covid hindered this. The low interest rate, high QE Environment has been making it hard to make companies like this profitable.

The revenue growth has been big in 100’s of %’s but they need to have positive income at some point.

This is a strange world we live in however Clov looks like a good one to own as it is closest to the 200 day moving average.

Adding to watch list.

• Scott

Most of Chamath’s stocks are down 70% since the IPO using a SPAC. Although I will say that clov has come really close to the 200 day moving average while the others have struggled and looks like may have hit an inflection point but may not move upward for quite some time.

Good buying opportunity in the mid-long term future as the stocks Price to book are well below the industry average but are the profitable?

All of the companies revenues are growing like crazy but they are not profitable.

All of these companies are doping billions of dollars in revenue but they have yet to turn a profit.

It may be that covid hindered this. The low interest rate, high QE Environment has been making it hard to make companies like this profitable.

The revenue growth has been big in 100’s of %’s but they need to have positive income at some point.

This is a strange world we live in however Clov looks like a good one to own as it is closest to the 200 day moving average.

Adding to watch list.

• Scott