← @akwilk

$ELV

BULLISH2026-01-20
Price around the call
2026-01-20
By horizon✗ miss-7.9%
1d
5d
-9.0%
21d
-7.9%
Original post
Timothy Liu · 2026-01-20

Posted Q4 letter on my website. I write about our investment framework around AI (focusing on applications) and our investment in health insurers $ELV and $MOH.

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