Inside UnitedHealth: What Went Wrong

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InDaloop

Thomas Li

23 episodes

2 weeks ago

Welcome to InDaloop, the podcast where we cut through the noise and get straight to the insights that matter for fundamental investors. Hosted by Thomas Li, CEO of Daloopa, each episode dives into how technology, data accuracy, and automation are reshaping investment workflows. From faster model updates to smarter research, InDaloop helps you spend less time gathering data—and more time making decisions.

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Business

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Investing

Business

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Inside UnitedHealth: What Went Wrong—and What Comes Next

InDaloop

32 minutes 15 seconds

5 months ago

Inside UnitedHealth: What Went Wrong—and What Comes Next

In this episode of InDaloop, we’re kicking off a new season with a new voice. Thomas Li, CEO of Daloopa, is joined by his new co-host David Rynecki, founder of Blue Heron Research Partners. David brings decades of experience in investigative diligence, helping investors evaluate leadership teams and cultural dynamics behind the numbers.

Together, they unpack the unraveling story of UnitedHealth—from management shake-ups and regulatory probes to questionable Medicare strategy and margin collapse. With special guest Keith Epstein, head of healthcare coverage at Blue Heron, this episode blends qualitative and quantitative insights to help investors understand what really went wrong—and what to watch for next.