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Thursday, October 8, 2026

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From the $TOI Q4 call: “That’s actually a very important question and something that we continue to try to drive clarity with our investors on, which is the MA rate cycle and sort of pressure that you’ve seen health plans and full risk, medical groups that are getting a percent of premium face is actually a tailwind for TOI.Our top line Medicare Advantage reimbursement is not a percent of total premium. It’s not impacted by risk adjustment. In fact, pressure on the top line for payers generally causes them to reach out more proactively when it comes to seeking opportunities to provide great care for their patients and good access while also driving improvement in utilization. And so from that perspective, that actually helps our growth. So we tend to get lumped into some of those macro issues with payers, but I just want to make it very clear that, that is actually probably a good thing for TOI.”

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Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

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The Mikro Kap 1 click

Zentek Research Note

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ZOOZ · long

Zooz Strategy LTD

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Value Investors Club 2 clicks

Solid Power Still Has Promise

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Quad 7 Capital 2 clicks

💥Yield!💥

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PETITION

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

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Is The Bond Market Running On Empty?

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IEH Corporation: Research Note

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