📣 New Deep Dive: Centene (CNC) — A Super Tanker on Sale 🚢💥

Just dropped a fresh deep dive inside Hedge Fund Manager — this time on Centene, a 40-year-old US healthcare giant involved in Medicare and Medicaid.

🔎 What’s inside:

Why a 30%+ crash may be a market overreaction
How mispricing + stable fundamentals = rare value opportunity
The macro + political backdrop explained (DOGE, budget fears, ACA fallout)
What recovery could realistically look like — and the 40%+ CAGR upside

💡 TL;DR: This is a textbook case of F = V × P. The fundamentals haven’t imploded, just the sentiment. If this super tanker gets back on course — even just halfway — the upside is compelling.

Check it out, share your thoughts, and let’s debate: 🎯 Value trap or deep value?

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Hedge Fund Manager/Investor

skool.com/hedge-fund-investor-2065

In this community, I share my real-time investment process, shaped by years of managing a billion-dollar hedge fund.

https://www.mikaelsyding.com/

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