Unhealthy Returns @unhealthyreturn
Shining light on bad actors & unethical business models within the publicly traded healthcare sector Joined April 2021-
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$CLOV literally reading questions directly off Reddit on their conference call...this is absolutely the most insane thing I’ve ever been a part of in all my years in research @HedgeyeEEvans we are living in the twilight zone
Man some just can’t do basic math.. $CLOV short interest is nowhere near the 150% S3 is referring to... Shares outstanding is 145m, insiders own 36m of that, leaving 109m float with short interest at 38m, SI at 35% @HedgeyeEEvans
Make money easily @blA5Kk67Q1984
6 Followers 591 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
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special situationship @positiveSKU
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163 Followers 448 Following CEO @astranahealth (NASDAQ:ASTH), building tech & ops infrastructure to empower providers | stats, physics, CS @harvard
special situationship @positiveSKU
762 Followers 2K Following Healthcare equity research •• Seeking long/short analyst role •• Not investment advice
Dutch Rojas @DutchRojas
15K Followers 983 Following Driving healthcare affordability & access | VC for docs | HC Benefits & P&C innovator | 3x healthcare exit success | Shaping a healthier future for all.
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Calley Means @calleymeans
76K Followers 2K Following 💪Co-Founder, @TrueMedPayments (HSA spending on metabolically healthy items)📕✨Pre-Order Good Energy - my book with @caseymeansmd - at link below
The Secret CFO @SecretCFO
119K Followers 445 Following Sharing real world insights as the CFO of a multi-billion dollar company. Opinions, not advice.
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37K Followers 3K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
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10K Followers 1K Following Professor, Health Care Policy, Harvard Medical School -- health economics, aging, long-term care, post-acute care
The Capitol Forum @Capitol_Forum
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Sheep of Wall Street @Biohazard3737
50K Followers 3K Following MD/MBA. Investor. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
Novo Nordisk is the next Purdue Pharma. There are cover ups, bribery, and falsified data happening in plain site. This won’t end well.
The problem isn't whether "medicare for all" or the kleptocratic system we have now is better. The industry wants us to have this debate bc it obfuscates the real problem: Every health institution (pharma, insurance, hospitals, med schools) makes more money when we're sick.…
The best solution for healthcare in the US is to make it free for all, and relentlessly lower the cost of providing it… or a true free market where consumer have to pay for it themselves (and thus price shop for the best solution) Which solution do you think is best and why?
2024 will be the year of d2c weight management startups 2025 will the downfall of those only offering glp1s and nothing else
The greatest trick the devil ever pulled was convincing the world he didn't exist. $UNH $ELV $CVS $CI
The average US family health insurance premium has increased from $6,000 in 2000 to $21,000 in 2022. That’s a 249% increase, or 5.8% per year, more than double inflation. The biggest beneficiaries of this massive increase in costs: health insurance companies. UnitedHealth…
@Jason And you didn’t even use caps lock. Proud of you bro
@chamath DeSantis looking like the price chart for one of your SPACs
Holy shit Chamath just got murdered in the arena
I love all these companies but collectively they have had the square root of bupkiss in terms of real influence on health care.
We’re proud to see a number of our portco leaders at @VillageMD, @UniteUsHQ, @galileomedical, @DevotedHealth, @mavenclinic and CareBridge nominated for @modrnhealthcr's 100 Most Influential People in Healthcare. Vote below!
@halletecco What share of the 67 at $1bn private companies would still be worth $1bn if they were public?
Jesus, famously known for his love of medical debt collection
Oh we’re doing combined experience for hospitals now cool
Years from now this will be seen just as catastrophic as the opioid epidemic
"A ChenMed spokesman said the company isn't making the leadership changes because it's under financial pressure, but rather 'as a strategy to best position itself for the long-run in light of factors such as' changing government policy."
This might be the most outrageous statement Chamath has ever made
"There's this metric in finance called EBITDA. Very misleading - in fact, usually completely fake. The whole financial system runs on this, so you won't hear Wall Street debate me on it, they're too scared, make too much money. But talk to insiders anonymously, it's a problem."
“So it’s these two companies - Blackrock & Vanguard, and basically, and im not even making this up you can check it out online, basically they own every other company out there. You might think a company is controlled by it’s board but almost every time it’s Blackrock & Vanguard”
Exactly a decade ago, on May 30, 2013 I wrote this Op Ed in Bloomberg arguing for everyone to put 1% of their net worth in BTC. The average price that day was $128.80. Sadly, @business still won't release this from behind their pay wall. bloomberg.com/opinion/articl…
Interest rates (too low, not too high) and health care. Easy.
It astounds me that medical leaders fail to realize there has not been a successful pharmaceutical treatment for ANY chronic disease in American history. 💊More statins? More heart disease. 💊More metformin? More diabetes. 💊More SSRIs? More depression and suicide. 💊More…
And it gets stranger: Ozempic and Wegovy appear to reverse the impairments in cancer-fighting natural killer cells seen in people with obesity, independent of weight loss. fiercebiotech.com/research/drugs…
How the money flows within US healthcare
Trends for United States
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