Astrana Health：81%全额风险且盈利（纳斯达克：ASTH）
· seekingalpha.com
Astrana Health（ASTH）买入论点：46%同业折价、Care Enablement利润率、按人头付费驱动的增长，以及48美元目标价（+28%）。
My thesis is that the market is discounting Astrana for a sector-wide trend. What sounds like an earnings quality issue with Astrana is actually a sector-wide u...