PERSON DIRECTORY
Judd Arnold
Judd Arnold appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
Language
Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff
Judd Arnold’s process now favors liquid inflections where small “junior varsity positions” can become large once “people will care,” rather than merely cheap, illiquid stocks.His $TOI thesis is that capitated oncology can redirect prescribing toward lower-cost regimens, with Florida contracts at roughly $35 PMPM versus $3 in California, but clinician control, reimbursement capture, and the post-SPAC SG&A blowout remain execution risks.