YWR: Who Am I?
I’m the future of AI in the US medical industry.
I have all the pieces.
My future is exciting.
But nobody sees me that way.
They see me as a troubled $280 billion financial services company.
I understand why though.
I had a bad last 18 months.
In February 2024 I was the victim of a cyberattack which cost me $1.8 billion.
Then in December 2024 my CEO was shot on the street in Manhattan as part of a manifesto against my industry.
Then just 6 months later (May 2025) my replacement CEO stepped down and lowered my earnings outlook for this year.
Maybe it was a coincidence, but 2 days later the DOJ announced an investigation into my past billing activities.
My stock price has crashed over 40%.
I used to be loved for my dominant market share (23%) in an industry that is always growing.
I was loved for my consistent EPS growth.
I was celebrated for my 18-25% ROE’s.
Now one bad year and I’m hated; trading at some of the lowest valuations in my history.
My P/E used to be over 20x. Now it’s 14x.
If someone were to appreciate me for who I really am, to understand the businesses I have built and the opportunities I have in the future, especially around AI, they would see my current sell off as an opportunity.
I think if someone were to be patient, there could be >100% upside in my share price through 2030.
Who am I?