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.
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Emily Evans
Managing Director – Health Policy
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