$CNC

3 theses
bullish 67%neutral 0%bearish 33%
Avg return (3m)
+15.8%
Win rate (3m)
100% (1 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET
$CNCr/ValueInvestingDiscussionbullish
u/GM_Mayhem · 8d ago13 prior · awaiting results

Value dystopia picks?

ACA-heavy insurer currently hated and cheap, policy-sensitive to 2028 election outcome. Potential policy reversal could drive significant upside if administration changes course.

At post $69.16Now $70.17+1.5% since postedas of Oct 23, 4:45 PM ET
1d—
3d-0.8%
1w+1.5%
1m—
3m—
6m—
1y—
original post →
$CNCSEC Form 4bearish
Sold 47,603 @ $65.36 avg · $3,111,332 · 2026-08-18

Form 4: KOSTER CHRISTOPHER sold CNC

KOSTER CHRISTOPHER (Secretary & General Counsel at CENTENE CORP) reported an open-market sale of 47,603 shares of CNC at an average $65.36, roughly $3,111,332, in a Form 4 filed 2026-08-19.

At post $64.70Now $70.17+8.4% since postedas of Oct 23, 4:45 PM ET
1d-0.9%
3d+0.5%
1w+1.2%
1m+0.6%
3m—
6m—
1y—
View filing on SEC.gov →
$CNCr/wallstreetbetsGainbullish
u/uchihaItachi01 · 170d ago9 prior · 50% at 3mo

I hear that everyone’s a millionaire now - $2M

Author holds CNC as part of a $2M portfolio that has appreciated significantly. Despite expecting near-term market pulldown, maintaining long stock position while hedging with covered calls.

At post $55.33Now $70.17+26.8% since postedas of Oct 23, 4:45 PM ET
1d-0.6%
3d+1.1%
1w+6.3%
1m+12.7%
3m+15.8%
6m—
1y—
original post →

End of results.