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MCapital's avatar

Great write-up!

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Alexander Steinberg's avatar

I have planned to write on the same topic!

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Refcell Capital's avatar

It’s not just Thrive - it’s Josh Kushner specifically who also has increased his position fairly recently and is the managing partner at Thrive. Josh is also a co-founder of Oscar as well as currently on the board.

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Refcell Capital's avatar

That’s correct

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Rahul Mahindru's avatar

Not sure I would give too much weigh to that transactions then for two reasons 1) purchase was done in Nov, and 2) his overall stake in Oscar is less than 3% of his total net worth.

Disclaimer: Oscar is 10% position in my portfolio.

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Rahul Mahindru's avatar

Are you guys referring to Joshua’s investment in Nov’24? Asking as I don’t see anything on him / thrive capital increasing their position since the bill passed.

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