Oscar Health
Oscar Health Inc is a health insurance company. The company provides various insurance plans for individuals, families, and employees. Also, the company provides virtual care, doctor support, scheduling appointments, and other related services. The company provides plans in the Medicare Advantage program to adults who are age 65 and older and eligible for traditional Medicare but who instead select coverage through a private market plan.www.hioscar.com
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Search complete. 40 mentions across 17 episodes found for "Oscar Health".
Sep 11, 2026
Justin KleinHOST
Let's go look at its portfolio.
Justin KleinHOST
So its top names are Datadog, Western Digital, Dell, AG&C, Investment, Oscar Health.
Justin KleinHOST
So pretty interesting mix.
Justin KleinHOST
Micron in here as well.
KaseyHOST
Let's get to it.
NickHOST
Oscar Health, which is a health insurance company, had a really great quarter.
NickHOST
They've got fantastic revenue.
NickHOST
Their subscriber base is growing.
NickHOST
And then one more metric to look at is the MLR, the medical loss ratio.
NickHOST
This is going to come into play here in just a moment.
NickHOST
This is what a company like Oscar Health has to pay out from all those premiums they collect.
KaseyHOST
Yeah, and it's 80%.
Brett SchaeferHOST
For any potential in that same vein, prospectively, I was just taking a look at my own portfolio.
Brett SchaeferHOST
The one that stands out would be Oscar Health.
Brett SchaeferHOST
They brought in that veteran CEO who was at Cigna beforehand, did really, really good with shareholders there.
Brett SchaeferHOST
And the results so far seem to be great.
Ryan HendersonHOST
No, it's a good distinction that we weren't allowed to do any holdings.
Ryan HendersonHOST
I think people, listeners, regular listeners, are tired of us talking about Remitly, but it did qualify on this list, and you also had Oscar Health qualify on this list.
Ryan HendersonHOST
I thought this was a fun prompt, if we want to call it that, a fun research task, because so often, especially on this show, we talk about fallen angels, because...
Ryan HendersonHOST
They're fun to talk about and they feel more actionable because you know you're starting with a reasonable valuation potentially.
1 HR 4 MINS LATER
Ryan HendersonHOST
Fiscal AI makes it pretty easy.
Ryan HendersonHOST
And just pour through this list because there are – you're going to find a lot that have – I think probably overextended themselves a little bit, like just two stocks just bounced back kind of a momentum thing.
Ryan HendersonHOST
But there are probably some hidden gems that are, I'm still very optimistic on remotely, but I think you're optimistic on remotely and Oscar health.
Ryan HendersonHOST
They're on that list.
Will JohnsonGUEST
And so my perspective is, hey, instead of looking at like jobs going away, what if we just looked at the actual labor inflows and outflows of this space and focus on the right crisis?
Claire ZauHOST
Will Johnson spent a decade at Oscar Health launching markets and running its technology business.
Claire ZauHOST
And he and the team launched Guide in January with $60 million led by Lightspeed.
Will JohnsonGUEST
There's not a single person we removed because of AI.
39 MINS LATER
Claire ZauHOST
I want to go back to, you know, you mentioned the mission calling and, you know, you go back to like 2019 Coral Gables.
Will JohnsonGUEST
Yeah.
Claire ZauHOST
Why, you know, and you had built such a great career for yourself at Oscar Health, made such an impact there.
Claire ZauHOST
Why dedicate your life to guide or this phase of your career to guide?
Nick HelfrichHOST
I am surrounded by first hires, Nick with J2 and Mitch with good old CertifyOS right now.
Nick HelfrichHOST
He came to J2 after more than three years designing network analytics and strategy products at Oscar Health.
Nick HelfrichHOST
He began his career in finance at Bridgewater Associates, the world's largest hedge fund.
Nick HelfrichHOST
Nick holds a BA from Dartmouth College and completed two years of coursework at Yale Law School.
Nick BernoldGUEST
Thanks.
Nick BernoldGUEST
So yeah, J2 is a network analytics platform.
Nick BernoldGUEST
It was started by Josh Peretz, a member of the network team at Oscar Health.
Nick BernoldGUEST
I worked with him there along with a bunch of other kind of New York founders.
Nick ReberGUEST
And so this just got me fascinated with how the economics of things were working and how really healthcare was taking money out of everyone's pocket, particularly the middle class of this country.
Nick ReberGUEST
And so I sort of left a few years after that and initially went into the health plan world at Oscar Health, was on the leadership team there.
Nick ReberGUEST
And in ways we can talk about, got frustrated with being a health plan and the things you maybe can't do to fix the system while being a health plan and started Garner basically as a thesis of really how the healthcare system in this country should work.
Christina FarrHOST
So you mentioned this previous company, and it was Bridgewater, which, of course, is a very well-known firm.
Tracey RyniecHOST
in a long time.
Tracey RyniecHOST
They haven't been that great, actually, but this is one I haven't talked about before because it's a small, newer player, and it's Oscar Health.
Tracey RyniecHOST
O-S-C-R is the ticker.
Tracey RyniecHOST
And it has a market cap, I guess it's not that small.
Tracey RyniecHOST
So, yeah, this is an interesting play.
Tracey RyniecHOST
If you are interested in some newer players that are trying to provide health insurance and these guys are specifically on the ACA marketplace.
Tracey RyniecHOST
Oscar Health is one to keep on your watch list, but it too is now surging to new highs.
Tracey RyniecHOST
But it was in a narrow trading range for a couple of years.
Tracey RyniecHOST
in a long time.
Tracey RyniecHOST
They haven't been that great, actually, but this is one I haven't talked about before because it's a small, newer player, and it's Oscar Health.
Tracey RyniecHOST
O-S-C-R is the ticker.
Tracey RyniecHOST
And it has a market cap, I guess it's not that small.
Tracey RyniecHOST
So, yeah, this is an interesting play.
Tracey RyniecHOST
If you are interested in some newer players that are trying to provide health insurance and these guys are specifically on the ACA marketplace.
Tracey RyniecHOST
Oscar Health is one to keep on your watch list, but it too is now surging to new highs.
Tracey RyniecHOST
But it was in a narrow trading range for a couple of years.
speaker_3ADVERTISER
Find out for yourself at jsbhomesolutions.com.
Madeline HillHOST
Um, Josh also founded Oscar Health, which if you lived in New York in the 2010s, you saw those ads on the subway.
Madeline HillHOST
And they were, again, it was the floating millennial padded room font.
Charlotte WilderHOST
Yes, padded room font.
Charlotte WilderHOST
Yes, he founded Oscar Health in 2012, and Oscar Health, um, listen, I feel like most health insurances don't have a great reputation.
Charlotte WilderHOST
[laughs] The healthcare industry as a whole, not the best right now-
Madeline HillHOST
No
Charlotte WilderHOST
[laughs] Try not to worry.
7 more episodes mention Oscar Health.
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