Astrana Health: 81% Full-Risk And Profitable (NASDAQ:ASTH)
· seekingalpha.com
Astrana Health (ASTH) buy thesis: 46% peer discount, Care Enablement margins, capitation-led growth, and $48 PT (+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...