@k3 thought that too
22 replies (most recent on top)
Check out the new layout of the intranet home page. Clearly shows the direction the company is going.
@jg Wonder what SH thinks the floor is. Wonder if he even cares?!?
Time for the board to fire the CEO... oh wait!
Stock down to 267.95 today
@d8 Meathead CFO is a chop shop guy from Bain? Back room dealing might get $300 maybe $325/share of value thru spin offs. Problem is there won't be blood on The Street and calls for SH to go until the price hits $200-220.
Answer is bundle all SaaS/network/payment assets and try for a big tech multiple on that unit to sell off. SH keeps UHC as his plaything as he spirals into dementia or whatever RAF score condition his IT assets are built to pump. This explains why Mr 100x is f'ing everything for pseudo IT image.
@d8+1kgjyx68k I like your timeline. I hope it happens and every rank and file employee lands on their feet.
@db where did you hear this?
276.11 USD −7.98 (2.81%)today. Well they just got more bad news . They can’t make money from MA and now the wagons are circling the PBM in that they won’t be able to charge employers more money for dr-gs and than pocket that money by hiding it in ghost companies overseas. New laws on transparency for the PBM’s with increase focus on monitoring what the crooks have been up to.
See PayPal today? Similar trajectory "welp leadership sukcs so the board chair is CEO"
Can't pull that card for UNH. No magic bullet and in free fall. Big layoffs won't do it, they are only a precursor. Breakup is the only way to unlock value. Value that COULD be Optum if we shed UHC, but it will be the other way.
We should have spun off UHC to focus on Optum growth. SH tied to a lifetime's work has tethered a sinking ship and doomed us all. The govt is coming for PBMs and we're going to firesale ORX to the likes of Mark Cuban. If we had split before, then valuation would have been better and business would have been saved.
ORX will be force-sold, OH will bleed out, and OI will be dissolved into functions UHC needs and the rest sold to Infosys. Meanwhile, SD walks away clean as a rose into a new CEO job elsewhere.
@ct thank you for explaining
For asking if it's good or bad. It's bad. The current stock is about 50% lower than one year ago and 13% lower than years ago. Meaning the world doesn't see the company as valuable as it used to be. For example the S&P 500 which is the largest 500 public companies in the US is up nearly 80% from 5 years ago.
This translates to the company trying to cut costs anywhere and everywhere. Now the company is still profitable and made $17,290,000,000 in profit in 2025 but it's never enough. Got to cut, cut, cut to please the shareholders.
@ch sad but true. It's the only thing that motivates the c suite goons
If you don't track the stock price then you should be. It drives all decisions.
time to buy, buy, buy
Not even berkshire taking a flyer on a value trap helped. A temp dead cat bounce to get it up from 250 a year ago
@a5 It's fu--ing dismal.
We haven't even broken above $300. Was $600+.
Not all of us are tracking the stock. Did it go up or down? How bad is it?
Figured that was your RRP amount. Oof.
@a3 is this good or bad?
@a2 stock price
??