Takeaway: Only in the frothiness of a Quad 2 bubble can a little insurance company in Jersey become a growth-y tech name

Call Invite Wed. Feb 10 @12:30PM ET This SPAC Bamboozle $CLOV is on a Long Slide to Zero - 20200210 CLOV

We started work on $CLOV a few weeks ago in response to client interest and some of the buzz around it after JPM21. We had already concluded there was "no there, there" when the Hindenburg Research report was released last week. As is so frequently the case with cut and paste short reports, the conclusion may be directionally accurate but misses many substantive and durable problems. Namely, CLOV's challenges are so foundational that no amount of fancy (or not!) technology can overcome the demands inherent in a highly regulated, mature but changing industry. All that seems likely to be gained by this de-SPACing is a lucrative exit for a few VC and PE firms that should have put this company down a long time ago.

Join us for more:

Wednesday, February 10 @12:30 PM ET (Add to Outlook Calandar)

Topics to be covered:

  • CLOV has mischaracterized opportunities to expand TAM via a new federal program
  • Customer acquisition is fiercely competitive and their technology platform “Clover Assistant” is no special sauce
  • Its small size provides little purchasing power for health care services: a prerequisite for success
  • Customer satisfaction and patient outcomes put it at risk for regulatory intervention

and more..

Participating Dialing Instructions

Toll Free:

Toll:             

UK: 0

Confirmation Number: 13716420

Health Policy Subscribers CLICK HERE for event details (includes video, dial-in and materials link)

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Emily Evans
Managing Director – Health Policy



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