Seeking Alpha

Rohan Mulgaonkar

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  • Buy Centene For Strong Upside
    Tue, Apr. 8 MOH, WCG, CNC 3 Comments

    Summary

    • Strong catalyst from Medicaid expansion and resulting contract wins.
    • Regional economies of scale provide robust competitive advantage.
    • Plan to divest contract plans in unfavorable Medicaid environments.
    • Over two decades of experience and expertise in Medicaid.
    • Robust top-line growth rate and bottom-line profitability.
  • LeapFrog: Strong Buy
    Apr. 28, 2013 HAS, MAT, TOYS 24 Comments
  • NCR: Room To Run, But End In Sight
    Feb. 28, 2013 NCR, DBD 4 Comments