CLOV is Finally Profitable : What Happens Next?

Clover Health looks very different from the CLOV investors remember from the meme-stock days. Revenue has jumped, Medicare Advantage membership is growing fast, and the company has moved from a quarterly loss to a real GAAP profit. Now Clover has also received a 5-Star Medicare rating, which could improve future economics and help with member growth. But there’s another part of the story: Counterpart Health. In this video, I look at what’s actually driving Clover’s turnaround, why the 5-Star rating matters, the court case behind part of that rating, and whether Counterpart can eventually become a meaningful healthcare technology business. The insurance turnaround looks real. The bigger question is whether Clover can actually build a second business around its technology.