January 13, 2022.

Just keep swimming 🚢

Today’s News: SoCal ports struggle with the backlog, TPG goes public, and Coinbase buys FairX to launch crypto derivatives… What’s Trending… On ROIC: Inflation On Twitter: Sea Ltd (SE) On Reddit:

A Long-Term Winner In Managed Healthcare?

A ROIC member showed interest in looking at Centene Corp (CNC), a managed healthcare company. Justin’s initial take on valuation and the managed healthcare trend was positive. Today, we take