Sarah London — CEO of Centene Corporation (2 trade ideas)

← All Speakers
Date Ticker Direction Thesis Source
Feb 17, 2026
CNC
LONG "We are not just focused on growth like we have been in the past... we want to deliver industry leading outcomes at an industry leading cost structure." She also notes the goal to "run the entire back end of our business digitally in an automated fashion with the goal of zero human intervention." Centene is transitioning from a volume-based aggregator to a margin-focused operator. By utilizing AI to automate claims and administrative tasks ("the unsexy part"), they can drastically reduce SG&A expenses. In the insurance business, flat revenue with significantly lower administrative costs results in substantial free cash flow expansion and earnings growth. LONG. The operational turnaround and aggressive cost-cutting via technology provide a clear path to value creation, even amidst a challenging policy environment. Policy shifts in Medicaid reimbursement rates, execution risk on the digital transformation, and potential regulatory scrutiny on AI-driven claims processing. CNBC
She's the youngest woman to have led a Fortun...
Feb 17, 2026
HEALTHCARE
WATCH She calls 2025 "an incredibly challenging year for the industry as policy shifts and cost pressures reshape the American health care system." While the long-term thesis for efficiency is strong, the immediate macro environment for managed care is hostile due to government policy changes (likely referring to Medicaid redeterminations and Medicare Advantage rate pressures). This suggests near-term volatility for the broader sector before the efficiency gains materialize. WATCH. Wait for policy clarity before aggressive sector-wide allocation, though individual turnaround stories (like CNC) may outperform. adverse government rate setting, higher-than-expected medical utilization trends. CNBC
She's the youngest woman to have led a Fortun...