Michael Ha

· tracked since Apr 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
CVS long +19.3%
Worst Calls
ALHC long -31.9%
Most Mentioned
CVS ×1
ALHC ×1
Recent Calls
ALHC long 1 month ago
CVS long 1 month ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 50%
30d 50%
90d
Average Return -6.3% Long Return -6.3% Short Return -
Average Return
7d +0.7%
30d +1.5%
90d
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 15
$20.92
-31.9%
Alignment Health is best health plan.
Alignment Health is the best health plan in the country and is well-positioned compared to others, making it a top pick.
Healthcare
Long
Apr 15
$75.04
+19.3%
CVS earnings can grow to $10 EPS.
CVS Health's issues are more cyclical than structural; its Aetna insurance business and other assets are solid, and earnings power can grow from $7 to $10 EPS, making it attractive.
Healthcare
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