Centene 10K 2022

ALONG WITH GENERAL COMMENTARY

I read through the Centene 2022 10K and I was a fan of Sarah London before but she is doing a great job at Centene. They are not vertically integrating like the other big six payors but it makes sense as they are focused on dominating the government brands so they do not want to open themselves up to additional scrutiny (Envolve). Key takeaways that hav…