Revisiting Signify Health

Summary

  • Back in May 2021, I wrote my first introductory article to Signify Health, an up-and-coming healthcare platform.
  • Attempting to bridge the gap between home and facility care infrastructure, Signify’s customers are not patients, but care providers looking to leverage an innovative tech platform.
  • While the IPO timing was not great, and market pressure has brought the stock down along with peers in small cap growth, the fundamentals remain strong.
  • With this, I find the bullish long-term case even stronger at these levels, and recommend the stock long term.

Home caregiver helping a senior man standing up at home

FG Trade/E+ via Getty Images

The Leading Innovative Health Platform

Signify Health (SGFY) is a unique, well positioned, and in my opinion, leading company in the burgeoning home care segment. While headlines are dominated by virtual care providers like Teladoc (

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Hello, I am an individual investor with an interest in bringing diversification of viewpoints to stock analysis and investing. This brings to point the Japanese proverb 他山之石 -ta-zan-no-ishi- which translates to "another-mountain's-rock" and denotes the importance of diversifying the sources of your knowledge in order to gain the advantage of multiple perspectives. Further, a rock represents the foundational aspects of the world a mountain supports, signifying the importance of understanding the simple fundamentals in order to succeed. As such, I cover a wide range of assets in order to find the best of every type of investing. Please consider following so we can continue down this path of knowledge together, and hopefully, I am able to provide some novel insights for you with every article. Thanks for reading.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of SGFY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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