Latest news with #OguzErkan
Yahoo
2 days ago
- Business
- Yahoo
Cam Model Earned Over $3.4 Million Streaming on LiveJasmin -- 3rd Edition of International Cam Model Day Celebrates a New Era of Creator Careers
LiveJasmin marks model appreciation week and 25 years in the industry with new opportunities to empower models on LUXEMBOURG, June 11, 2025 /PRNewswire/ -- A model earning over $3.4 million in a year from behind a screen might sound like a headline from the future. But today, it's reality—and increasingly common. The third annual International Cam Model Days campaign (June 11–17) shines a spotlight on the people turning independence and authenticity into sustainable careers. LiveJasmin, world's most-visited premium streaming platform, celebrates this occasion during a year that also marks its 25th anniversary, highlighting a legacy of challenging outdated stereotypes, promoting financial freedom, and supporting personal growth in a still-misunderstood industry. Breaking the Bias: Cam Models as Entrepreneurs Cam modeling has long faced societal bias, but LiveJasmin is changing the narrative—showcasing models as professionals, creatives, and entrepreneurs. MiaVacci, who transitioned from beautician to cam model, says: "I now make ten times more than I ever did before—I've bought a house, travelled the world, and support my family. Best of all, I enjoy flexibility." In 2024, LiveJasmin's top-earning model made over $3.4 million, with several others surpassing $1 million. These stories reflect a broader shift in how creative work is valued. "The positive effect that camming and models have on members' lives is incredible," says Oguz Erkan, LiveJasmin's Chief Product Officer. "Models deserve recognition and we're here to celebrate them as creators and entrepreneurs. That's what this week is about." New Opportunities to Empower Models To mark the occasion, LiveJasmin is launching opportunities to help models boost their earnings and visibility: Fan Club – 80% Revenue Share A game-changing feature that lets models monetize exclusive content—with one of the highest payout rates in the industry—all within the LiveJasmin ecosystem. "There's no more need to choose between a cam site or a fan platform," the CPO added. "LiveJasmin now offers the best of both worlds: the power of camming and the freedom of content monetization. We already drive the traffic—now it's just a matter of turning existing members into fans." $9,000 Income Guarantee, 100% Welcome Bonus Depending on their location, new models joining LiveJasmin may access the Top Model Academy and Welcome Bonus, subject to terms and conditions. Learn more: Photo - View original content: Sign in to access your portfolio
Cision Canada
2 days ago
- Business
- Cision Canada
Cam Model Earned Over $3.4 Million Streaming on LiveJasmin -- 3rd Edition of International Cam Model Day Celebrates a New Era of Creator Careers
LUXEMBOURG, June 11, 2025 /CNW/ -- A model earning over $3.4 million in a year from behind a screen might sound like a headline from the future. But today, it's reality—and increasingly common. The third annual International Cam Model Days campaign (June 11–17) shines a spotlight on the people turning independence and authenticity into sustainable careers. LiveJasmin, world's most-visited premium streaming platform, celebrates this occasion during a year that also marks its 25th anniversary, highlighting a legacy of challenging outdated stereotypes, promoting financial freedom, and supporting personal growth in a still-misunderstood industry. Breaking the Bias: Cam Models as Entrepreneurs Cam modeling has long faced societal bias, but LiveJasmin is changing the narrative—showcasing models as professionals, creatives, and entrepreneurs. MiaVacci, who transitioned from beautician to cam model, says: "I now make ten times more than I ever did before—I've bought a house, travelled the world, and support my family. Best of all, I enjoy flexibility." In 2024, LiveJasmin's top-earning model made over $3.4 million, with several others surpassing $1 million. These stories reflect a broader shift in how creative work is valued. "The positive effect that camming and models have on members' lives is incredible," says Oguz Erkan, LiveJasmin's Chief Product Officer. "Models deserve recognition and we're here to celebrate them as creators and entrepreneurs. That's what this week is about." New Opportunities to Empower Models To mark the occasion, LiveJasmin is launching opportunities to help models boost their earnings and visibility: Fan Club – 80% Revenue Share A game-changing feature that lets models monetize exclusive content—with one of the highest payout rates in the industry—all within the LiveJasmin ecosystem. "There's no more need to choose between a cam site or a fan platform," the CPO added. "LiveJasmin now offers the best of both worlds: the power of camming and the freedom of content monetization. We already drive the traffic—now it's just a matter of turning existing members into fans." Top Model Academy and Welcome Bonus, subject to terms and conditions.
Yahoo
30-05-2025
- Business
- Yahoo
UnitedHealth Group Incorporated (UNH): A Bull Case Theory
We came across a bullish thesis on UnitedHealth Group Incorporated (UNH) on FluentInQuality's Substack. In this article, we will summarize the bulls' thesis on UNH. UnitedHealth Group Incorporated (UNH)'s share was trading at $295 as of 27th May. UNH's trailing and forward P/E were 12.35 and 12.92 respectively according to Yahoo Finance. alexkich/ UnitedHealth Group is well-positioned as Medicare Advantage grows, with its Optum Health division reaching nearly 100 million consumers annually, reflecting massive scale but showing recent stagnation likely due to market saturation, post-pandemic shifts, and a focus on value-based care. Leadership changes saw the return of former CEO Stephen Hemsley, whose long tenure and deep involvement have driven significant company growth, now reinforced by a substantial equity stake that aligns his interests with shareholders. Employee sentiment, based on thousands of Indeed reviews, is generally positive, highlighting competitive pay, mission alignment, career growth opportunities, and work-life balance, though communication from management could improve. UnitedHealth's financial performance shows strong value creation, with return metrics at the high end for healthcare insurers despite the capital-intensive nature of the industry. Insider and institutional ownership indicate confidence, with major executives and directors holding meaningful stock positions and many institutions increasing their shares. The company's competitive advantages stem from its unmatched scale, extensive provider network, and vertical integration via Optum, which spans insurance, care delivery, pharmacy benefits, and data analytics, creating high switching costs and operational efficiencies. Although its brand faces some reputational challenges, UnitedHealth leverages its vast network and embedded contracts to maintain pricing power and market dominance. The healthcare industry itself is on a robust growth trajectory, with U.S. spending projected to rise from $4.5 trillion in 2024 to $6.8 trillion by 2032, driven by aging demographics, chronic disease, and increased managed care adoption, providing strong secular tailwinds for UnitedHealth's continued expansion and innovation. Previously, we have covered UnitedHealth Group Incorporated (UNH) in April 2025, wherein we summarized a bullish thesis by Oguz Erkan on Substack. The author highlighted its position as a resilient healthcare compounder, benefiting from the defensive nature of health insurance and strong pricing power even during economic downturns. Despite recent challenges and skepticism, UNH's vertically integrated model through Optum supported consistent revenue growth of 11% annually, with a fair valuation reflected in its forward P/E of 20, making it an attractive long-term investment, especially on price dips below $550. UnitedHealth Group Incorporated (UNH) is on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 139 hedge fund portfolios held UNH at the end of the first quarter which was 150 in the previous quarter. While we acknowledge the risk and potential of UNH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than UNH but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
07-05-2025
- Business
- Yahoo
Oscar Health, Inc. (OSCR): A Bull Case Theory
We came across a bullish thesis on Oscar Health, Inc. (OSCR) on Substack by Oguz Erkan. In this article, we will summarize the bulls' thesis on OSCR. Oscar Health, Inc. (OSCR)'s share was trading at $12.62 as of April 28th. OSCR's trailing and forward P/E were 126.20 and 17.76 respectively according to Yahoo Finance. health, plan, personal, money, concept, form, legal, benefit, sign, life, clinic, accident, claim, dollar, disease, banknote, remunerate, inspect, injury, medicine, currency, designer491/ Oscar Health embodies the rare combination of visionary founding, superior product-market fit, and financial momentum that investors seek in a long-term compounder. Born from Mario Schlosser's personal frustration with the U.S. healthcare system, the company launched in 2012 with a mission to fix insurance through technology, capitalizing on the Affordable Care Act (ACA) to offer a digital-first, consumer-centric alternative to traditional insurers. Its early entry into ACA marketplaces led to rapid adoption, with 40,000 enrollees and $180 million in revenue in year one. Oscar reimagines health insurance not as a bureaucratic obstacle but as a service, with a proprietary cloud-native platform enabling members to enroll in minutes, book $0 virtual visits, and manage claims seamlessly through a unified app. This experience is underpinned by Oscar's 'Total Cost of Care' strategy, which proactively manages health outcomes to minimize major medical costs. That approach is translating into financial results: Oscar posted a Q4 2024 medical loss ratio (MLR) of 81.7%, outperforming industry giants like Cigna and UnitedHealth. Operationally, Oscar's efficiencies are just as compelling. Its modern tech stack automates administrative tasks, enabling SG&A reductions from 24.3% of revenue in 2023 to 19.1% in 2024, with a 16% target by 2026—well below peers. The result is a rare dual achievement of improving margins and high customer satisfaction, evidenced by its Net Promoter Score of 66, far above industry norms. While skeptics question its durability in an entrenched industry, Oscar is making its case through superior economics and member loyalty. The company now covers 1.7 million members, but its true opportunity lies ahead. The ACA marketplace serves 21 million today, but the SMB market—where employers reimburse workers for ACA-compliant plans—represents a 75 million-member expansion opportunity. This shift is accelerating, with a 170% YoY rise in SMB ACA reimbursements. Even without large employer penetration, Oscar's addressable market nears 100 million individuals, or $300 billion in premium potential. Crucially, profitability is no longer a distant hope. Oscar expects 22% revenue growth, a 100 bps MLR improvement, and $225 million in operating earnings in 2024. With declining MLR and SG&A trends, margin expansion appears inevitable. Political risk from ACA subsidy changes exists, but a full repeal is unlikely, and Oscar expects to earn $2.2 EPS in 2027 even without enhanced subsidies. With $1 billion in equity, low debt, and $1.24 billion in regulatory capital, Oscar has ample firepower to fund growth. The risk/reward is highly asymmetric, with long-term upside driven by market expansion, profitability gains, and strategic resilience.
Yahoo
15-04-2025
- Business
- Yahoo
UnitedHealth Group Incorporated (UNH): A Bull Case Theory
We came across a bullish thesis on UnitedHealth Group Incorporated (UNH) on Substack by Oguz Erkan. In this article, we will summarize the bulls' thesis on UNH. UnitedHealth Group Incorporated (UNH)'s share was trading at $587.06 as of April 14th. UNH's trailing and forward P/E were 37.85 and 19.72 respectively according to Yahoo Finance. Valeri Potapova/ UnitedHealth Group stands as a powerful compounder in the healthcare space, benefiting from the defensive nature of health insurance—a category of spending that consumers prioritize even during economic downturns. In uncertain times, discretionary expenses like tech upgrades, dining out, and travel are often the first to go, but health insurance remains untouchable due to the catastrophic financial consequences of going uninsured. This dynamic gives health insurers, especially UnitedHealth, exceptional pricing power, allowing them to pass on rising costs without losing customers. UnitedHealth's dominance is underpinned by its vertical integration, particularly through its health services arm, Optum, which continues to grow at a healthy clip above 10% annually. Despite recent concerns sparked by the tragic death of its insurance CEO and skepticism voiced by Bill Ackman regarding profitability, the company's fundamentals remain unshaken. These events created temporary dislocations in the stock, which long-term believers used as buying opportunities. UnitedHealth's revenue has compounded at 11% annually over the past five years, and despite modest net profit and return on equity margins at 5%, the consistency and resilience of its business model position it as a reliable performer in all market conditions. Its forward P/E of 20 reflects a fair valuation, especially considering the current environment. The stock has already gained 22% year-to-date, outperforming a declining S&P 500, and still presents a compelling opportunity for investors—particularly on any dip below the $550 level. For those seeking tariff-proof exposure with strong cost-passing capabilities and a resilient growth engine, UnitedHealth remains a top-tier choice. The combination of its indispensable service, stable financials, and strategic integration make it a long-term winner, regardless of market cycles. UnitedHealth Group Incorporated (UNH) is on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 150 hedge fund portfolios held UNH at the end of the fourth quarter which was 112 in the previous quarter. While we acknowledge the risk and potential of UNH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than UNH but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
