Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

Health Insurance Innovations Is The Best Play On Obamacare

Thesis and Overview:

It's getting very tough to find good bargains out there in the equity market. The vast majority of companies with a half decent story are already fully valued (and many are more than fully valued). Therefore I was understandably excited when I recently learned about an IPO from earlier this year that I think is still a compelling opportunity for investors. The company only has $165 million market cap and has very limited analyst coverage which is probably why the firm is so inexpensive relative to its growth prospects. Given the firm's rate of growth and the catalysts it has coming up (including one major event in the next few weeks), I don't think the firm will...

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