In this episode of The Real Eisman Playbook, Steve sits down with Michael Ha, the Managed Care Analyst at Baird to discuss all things United Healthcare, a company under assault. They break down the problems at UNH, which go far deeper than just rising medical care costs. They get into the problems with Optum, UNH's aggressive coding tactics, and of course the tragic murder of CEO Brian Thompson by Luigi Mangione.
00:00 - Intro
02:22 - The Murder of United Health CEO Brian Thompson & Ensuing Fallout
07:34 - Breaking Down Everything Inside United Health Care
17:35 - When Did the Wheels Start to Come Off?
19:53 - What's Happened to Optum Health?
26:45 - How Aggressive Was United in Terms of Coding?
35:53 - Why Has It Taken So Long For Them To Get Their Act Together?
46:30 - What Does United Say These Days?
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