[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@gofallingknife](/creator/twitter/gofallingknife) "$UNH holders that get to month end will have diamond hands. This week its Bill Ackman recycling 2011 news. Last week it was WSJ. Who knows maybe next week it will be the Guardian again When I first saw the post from Dr. Potter and Bill Ackman in February 2025 I instantly sided with them for courageously exposing a wrongdoing by the insurance company. I thought they created a public spotlight for the right reasons. I still do today. After reading the entire X page defamation letter provided by United Healths (UNH) legal counsel important evidence provided there remain unresolved and"  [@gofallingknife](/creator/x/gofallingknife) on [X](/post/tweet/1945112641069867324) 2025-07-15 13:26:06 UTC XXX followers, 86K engagements "Sorry for late reply. Solid company. 11.2x Forward PE definitely looks undervalued. Industry comparable companies have 13.8x to 29.0x forward PE with an average and median around 18.9x and 19.7x. LTM revenue growth of 97.5%. $750M in cash. Already positive $480M in retained earnings which was cumulatively negative end of 2022Y Heavy FCF and OCF skyrocketed since 2023 and still growing at a heavy clip"  [@gofallingknife](/creator/x/gofallingknife) on [X](/post/tweet/1948652068723654686) 2025-07-25 07:50:32 UTC XXX followers, XXX engagements "@TheMDRNObserver @DeepIceValue Good point on the status quo. Unsure how August X tariff deadlines will play out. But I feel good about holding a low cost basis $UNH going into this. Im sure the other two $CNC and $MOH are also at a low enough price for good long term entry as well"  [@gofallingknife](/creator/x/gofallingknife) on [X](/post/tweet/1945192911492067556) 2025-07-15 18:45:04 UTC XXX followers, XXX engagements "@DeepIceValue CNC and Molina earnings before UNH. Get ready for a crazy X weeks. The greatest time to be alive. Get the popcorn Ice"  [@gofallingknife](/creator/x/gofallingknife) on [X](/post/tweet/1945187773045932117) 2025-07-15 18:24:39 UTC XXX followers, 1345 engagements "Often times healthcare providers such as surgical centers find themselves always needing additional working capital. The long cash conversion cycle they operate within makes working capital a constant challenge. Usually after services are provided the hospital will send a bill to insurance to receive the claim reimbursement payment. It usually takes up to XX days to receive the insurance payment. This is the case when there are zero mistakes in the initial claims filing. When there is an any mistake the initial claim isnt paid and a new claim must be filed. This filing error and resubmission"  [@gofallingknife](/creator/x/gofallingknife) on [X](/post/tweet/1945112647323598981) 2025-07-15 13:26:08 UTC XXX followers, 3131 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@gofallingknife
"$UNH holders that get to month end will have diamond hands. This week its Bill Ackman recycling 2011 news. Last week it was WSJ. Who knows maybe next week it will be the Guardian again When I first saw the post from Dr. Potter and Bill Ackman in February 2025 I instantly sided with them for courageously exposing a wrongdoing by the insurance company. I thought they created a public spotlight for the right reasons. I still do today. After reading the entire X page defamation letter provided by United Healths (UNH) legal counsel important evidence provided there remain unresolved and"
@gofallingknife on X 2025-07-15 13:26:06 UTC XXX followers, 86K engagements
"Sorry for late reply. Solid company. 11.2x Forward PE definitely looks undervalued. Industry comparable companies have 13.8x to 29.0x forward PE with an average and median around 18.9x and 19.7x. LTM revenue growth of 97.5%. $750M in cash. Already positive $480M in retained earnings which was cumulatively negative end of 2022Y Heavy FCF and OCF skyrocketed since 2023 and still growing at a heavy clip" @gofallingknife on X 2025-07-25 07:50:32 UTC XXX followers, XXX engagements
"@TheMDRNObserver @DeepIceValue Good point on the status quo. Unsure how August X tariff deadlines will play out. But I feel good about holding a low cost basis $UNH going into this. Im sure the other two $CNC and $MOH are also at a low enough price for good long term entry as well" @gofallingknife on X 2025-07-15 18:45:04 UTC XXX followers, XXX engagements
"@DeepIceValue CNC and Molina earnings before UNH. Get ready for a crazy X weeks. The greatest time to be alive. Get the popcorn Ice" @gofallingknife on X 2025-07-15 18:24:39 UTC XXX followers, 1345 engagements
"Often times healthcare providers such as surgical centers find themselves always needing additional working capital. The long cash conversion cycle they operate within makes working capital a constant challenge. Usually after services are provided the hospital will send a bill to insurance to receive the claim reimbursement payment. It usually takes up to XX days to receive the insurance payment. This is the case when there are zero mistakes in the initial claims filing. When there is an any mistake the initial claim isnt paid and a new claim must be filed. This filing error and resubmission" @gofallingknife on X 2025-07-15 13:26:08 UTC XXX followers, 3131 engagements