WellPoint, Inc.
WLP
position
long
Larry Robbins
Thesis
WellPoint is also trading at 9x earnings, which is attractive considering the expected growth from the healthcare reforms. The company is likely to benefit from an increase in membership as more uninsured individuals gain access to healthcare.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. While the expected growth from healthcare reforms and increased membership could be valid points, we cannot determine if these factors have materialized or impacted the stock price. Therefore, the outcome remains uncertain.
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