Ed

I mean, first they had that bad earnings report in April, and that was their first miss since 2008. They cut guidance, the stock fell 20%. Then last week, the CEO steps down, they pull their guidance, the stock falls another 18%. Then Wall Street Journal, two days later, reports they're being investigated for Medicare fraud, down another 17%. So we're now looking at, in just one month,

I mean, first they had that bad earnings report in April, and that was their first miss since 2008. They cut guidance, the stock fell 20%. Then last week, the CEO steps down, they pull their guidance, the stock falls another 18%. Then Wall Street Journal, two days later, reports they're being investigated for Medicare fraud, down another 17%. So we're now looking at, in just one month,

I mean, first they had that bad earnings report in April, and that was their first miss since 2008. They cut guidance, the stock fell 20%. Then last week, the CEO steps down, they pull their guidance, the stock falls another 18%. Then Wall Street Journal, two days later, reports they're being investigated for Medicare fraud, down another 17%. So we're now looking at, in just one month,

a 57% destruction in value for what was one of the top 15 most valuable companies in the world. So I think if anyone's wondering, like, why is the stock falling so much? It's a combination of there are real issues that the company is dealing with, but also these were all surprises. Like the CEO stepping down, that was a surprise. The suspension of the guidance, an even bigger surprise.

a 57% destruction in value for what was one of the top 15 most valuable companies in the world. So I think if anyone's wondering, like, why is the stock falling so much? It's a combination of there are real issues that the company is dealing with, but also these were all surprises. Like the CEO stepping down, that was a surprise. The suspension of the guidance, an even bigger surprise.

a 57% destruction in value for what was one of the top 15 most valuable companies in the world. So I think if anyone's wondering, like, why is the stock falling so much? It's a combination of there are real issues that the company is dealing with, but also these were all surprises. Like the CEO stepping down, that was a surprise. The suspension of the guidance, an even bigger surprise.

And then the kicker, of course, is this Medicare fraud investigation. And as we've discussed, Wall Street hates surprises. But I think the other side of this that is worth thinking about, you know, UnitedHealth is kind of a bellwether for the healthcare industry. So, you know, when it goes up, so do the other healthcare stocks. When it goes down, so do the other healthcare stocks.

And then the kicker, of course, is this Medicare fraud investigation. And as we've discussed, Wall Street hates surprises. But I think the other side of this that is worth thinking about, you know, UnitedHealth is kind of a bellwether for the healthcare industry. So, you know, when it goes up, so do the other healthcare stocks. When it goes down, so do the other healthcare stocks.

And then the kicker, of course, is this Medicare fraud investigation. And as we've discussed, Wall Street hates surprises. But I think the other side of this that is worth thinking about, you know, UnitedHealth is kind of a bellwether for the healthcare industry. So, you know, when it goes up, so do the other healthcare stocks. When it goes down, so do the other healthcare stocks.

And that's what we saw here, where CVS dropped, Elevents dropped, Humana dropped, lots of other healthcare stocks fell with it. And so I think the question people are asking now is, are the problems that this company is facing, are they specific to the company, or are they industry-wide? And the market appears to believe they're somewhat industry-wide.

And that's what we saw here, where CVS dropped, Elevents dropped, Humana dropped, lots of other healthcare stocks fell with it. And so I think the question people are asking now is, are the problems that this company is facing, are they specific to the company, or are they industry-wide? And the market appears to believe they're somewhat industry-wide.

And that's what we saw here, where CVS dropped, Elevents dropped, Humana dropped, lots of other healthcare stocks fell with it. And so I think the question people are asking now is, are the problems that this company is facing, are they specific to the company, or are they industry-wide? And the market appears to believe they're somewhat industry-wide.

That's why you're seeing the devaluations in these other stocks. And I think that probably has to do with what we're seeing in politics. We're seeing talks about lowering drug prices, increasing price transparency, giving Medicare more negotiating power, all these things that would be great for consumers, as we've talked about, but that would hurt the healthcare industry, hurt the bottom line.

That's why you're seeing the devaluations in these other stocks. And I think that probably has to do with what we're seeing in politics. We're seeing talks about lowering drug prices, increasing price transparency, giving Medicare more negotiating power, all these things that would be great for consumers, as we've talked about, but that would hurt the healthcare industry, hurt the bottom line.

That's why you're seeing the devaluations in these other stocks. And I think that probably has to do with what we're seeing in politics. We're seeing talks about lowering drug prices, increasing price transparency, giving Medicare more negotiating power, all these things that would be great for consumers, as we've talked about, but that would hurt the healthcare industry, hurt the bottom line.

My view is, If history is any guide, healthcare investors have nothing to worry about. Because what history would tell you is that lobbying ultimately wins. And who is the greatest lobbyist in America? It's the healthcare industry. $300 million in lobbying last year, more than any other sector, more than double what oil and gas spent.

My view is, If history is any guide, healthcare investors have nothing to worry about. Because what history would tell you is that lobbying ultimately wins. And who is the greatest lobbyist in America? It's the healthcare industry. $300 million in lobbying last year, more than any other sector, more than double what oil and gas spent.

My view is, If history is any guide, healthcare investors have nothing to worry about. Because what history would tell you is that lobbying ultimately wins. And who is the greatest lobbyist in America? It's the healthcare industry. $300 million in lobbying last year, more than any other sector, more than double what oil and gas spent.

Never underestimate the power of lobbying and what it can do for your stock price. So I look at what's happening with UnitedHealth. I see this as a company-specific problem. They're dealing with internal issues. They have the PR crisis with the shooting of the CEO a few months ago. They're also uniquely exposed to Medicare and these higher costs that are coming with it.

Never underestimate the power of lobbying and what it can do for your stock price. So I look at what's happening with UnitedHealth. I see this as a company-specific problem. They're dealing with internal issues. They have the PR crisis with the shooting of the CEO a few months ago. They're also uniquely exposed to Medicare and these higher costs that are coming with it.