Owning Oscar Health Through Volatility and Into Maturity

This is an update on Oscar Health and why I continue to increase my ownership in this company. For me this is not about trading a stock or trying to capture a specific entry point. It is not about whether I first bought shares at 11.20 or whether I have added at 13 or 16 or 19. I am not managing Oscar as a trade. I am building ownership in a business that I believe is structurally improving, strengthening, and positioning itself for long term compounding. The real question I ask myself is how many shares I can accumulate while the business continues to progress. Oscar continues to be by far my largest holding because the more I study the company, the management, the culture, and the operational results, the more conviction I have.

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