SelectQuote: Poised For Asymmetric Re-Rating

Company Overview - SelectQuote, Inc. (SLQT) operates as a technology-enabled, direct-to-consumer platform that connects U.S. consumers with various insurance products across senior health, life, auto, and home markets [1] Research Approach - Moretus Research provides high-quality equity research focused on U.S. public markets, utilizing a structured framework to identify companies with durable business models and mispriced cash flow potential [1] - The research emphasizes rigorous fundamental analysis combined with a judgment-driven process, avoiding noise and overly complex forecasting [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability and simplicity [1] Investment Focus - Moretus Research tends to favor underappreciated companies undergoing structural changes or temporary dislocations, where dispassionate analysis can lead to asymmetric returns [1] - The research reflects a commitment to capital discipline and long-term compounding, aiming to elevate the standard for independent investment research [1]