Hedgeye House Call - The Doctor is in
On Monday’s Hedgeye House Call, we will briefly cover:
- New Idea - $CLOV Preview | We’ve done some preliminary work on Clover Health Investments ($CLOV) ahead of the Hindenberg short report. Our concerns are far more pedestrian than non-disclosures and government investigations. We’ll share what we’ve found so far, such as the CMS enrollment by county, and Field Notes from providers we’ve spoken to, among other items.
- Weekly MQ Update - Results | As we continue to work the MicroQuads into a bigger role in our process, we are re-assured by their ability to be successful in the part we designed for them. Despite a huge growth number that accelerated sequentially, Quest Diagnostics ($DGX) trended down following their earnings release, because the estimate trend has stopped going up and is now likely revising negative.
Following these bullets, we will turn the call towards fielding questions from our subscribers on topics, including, but not limited to our team/fundamental process, the AI- powered Micro Quad screening tool, updates on our best ideas including new SPAC's, sector positioning in a Quad 2 backdrop, and upcoming calls/events on our team calendar.
We look forward to the unique opportunity to engage our audience in this way and will prepare slides in accordance with any questions sent prior to the presentation. Please submit your questions in advance to . We will post a replay of the call afterward for those who are unable to attend the live session.
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Hedgeye House Call | Live Q&A Call Please join us on Monday, February 8, 2021 @ 2 PM ET - Add to Outlook Calendar Health Care Subscribers: CLICK HERE for event details (including video and materials links) |
Upcoming calls & Recent EVENTS
Health Care Call Invite | February 11, 2021 @ 10 AM ET | Digital Health Q&A w/ DRIO Management
CLICK HERE for event details (includes video link and materials link).
Call Replay | EYE | Best Idea Long | COVID Opens an $EYE for Growth
CLICK HERE to access the associated note.
Health Care Webcast | Hedgeye House Call | February 1st, 2021 @ 2 PM ET | GDRX, HCA, HRC, XLV
CLICK HERE for event details (includes video link and materials link).
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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