公司评级 - 对Oscar Health Inc (NYSE: OSCR) 给予持有评级 主要由于2026年预算提案中1630亿美元的巨额削减计划 其中卫生与公众服务部(HHS)预算削减333亿美元 包含180亿美元的直接削减[1] 分析师背景 - 分析师所属机构First Principles Partners专注于科技 创新及可持续发展领域的股权投资研究[1] - 采用"第一性原理"分析方法 通过解构复杂问题的财务与技术底层要素 挖掘被忽视的投资机会[1] - 在投资银行 私募股权和风险投资领域具有丰富经验 过往为读者创造显著投资回报[1] - 研究重点覆盖新兴技术 可持续投资 以及创新与金融的交叉领域[1]

投资策略与趋势分析 - 投资组合需关注经济下行风险 通过研究公司在经济衰退期间表现来筛选具有价值的标的 [1] - 把握宏观趋势和技术发展对人类社会进步的推动 可转化为有效投资洞察 [1] - 社会与技术变革中 公司及其他利益相关方将捕捉发展机遇 需识别最具潜力的企业 [1] 投资决策要素 - 投资需综合考量基本面 管理层质量 产品管线等核心要素 [1] - 近年来重点关注中型企业及初创公司的市场营销与商业战略 [1] 行业研究背景 - 具备国际发展领域经验 包括为外国总理办公室评估初创企业及新兴行业技术 [1] - 曾参与美国非营利机构工作 涉及新兴技术与产业的评估 [1] - 兼职科技与经济新闻记者经历 整合多领域经验形成投资分析框架 [1]

In an earlier article, I argued that the quick-service fast food industry could be a safe haven amid a recession and high inflation. Further, since many restaurants source ingredients locally, they should fare well in the face of tariffs. Initially, I focusedMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could ...

First Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong background in investment, private equity and venture capital, I have a proven track record of delivering strong returns for readers. Articles on Seeking Alpha focus ...