I’m holding two positions in the stock, both un-levered and long.
Position 1: 16k shares @ $13.83
Position 2: 16k shares @ $14.65
Thesis: Continued and sustained growth, coupled with tech-advantaged efficiencies mostly unique to their model, ALHC’s P/E ratio will stay in the 50-100 range. As earnings continue to grow, so shall the price and the stock will be trade >$20 within 1-2 years.