[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.]  fallingknife [@gofallingknife](/creator/twitter/gofallingknife) on x XXX followers Created: 2025-07-15 13:26:08 UTC 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 isn’t paid and a new claim must be filed. This filing error and resubmission process delays the cash payment to hospital by another 30-60 days. AR Days sometimes are 90-120 days when resubmission occurs. I’m sympathetic for healthcare providers having to deal with this difficult cashflow cycle. A lot of their revenue is ultimately on the streets or still being processed by insurance. Unfortunately for providers, this inefficient system does benefit the cashflow of insurance companies and likely won’t change. The more insurance can delay payment or service the more it helps their cashflow and profitability. However, they are regulated heavily and capped to protect the managed care system. So as long as a provider properly follows the rules and regulations, insurance payments are usually on time. The narrative against $UNH is genuine for Dr. Potter. She puts herself and her business at risk advocating with her posts. She could easily replace United’s name with any other insurance company, but I have yet to see her mention another company by name. Fear of losing them is likely. For Ackman, his $UNH narrative is genuine too but he obviously self benefits immensely from this. Whether he cares for the benefits or not I don’t know. But inserting himself into this situation enables him to: (1) help a courageous doctor who is pointing out valid reasons for systemic change in healthcare (2) grow his “celebrity” status and reach as a market mover for the stocks he holds. He currently uses his social platform for entering and exiting trades for his fund Pershing Square. His post on X in February 2025 insinuated $UNH profit margins are misleading if they are wrongly denying claims. That singular post caused the stock to drop from $XXX to $XXX over a few days. A month later the stock went back to $XXX before falling again for entirely separate reasons. Another example in April 2025 he revealed an investment on X in $HTZ and the stock jumped XXX% in the next X trading days. He certainly uses his growing audience to his advantage and to his credit it seems to be working. (3) increase future chances of attracting additional AUM from new investors. He may be losing AUM since his fund has underperformed the S&P index X% annually (58.5% cumulatively) for the last XX years. XXXXX engagements  **Related Topics** [insurance](/topic/insurance) [coins healthcare](/topic/coins-healthcare) [Post Link](https://x.com/gofallingknife/status/1945112647323598981)
[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.]
fallingknife @gofallingknife on x XXX followers
Created: 2025-07-15 13:26:08 UTC
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 isn’t paid and a new claim must be filed. This filing error and resubmission process delays the cash payment to hospital by another 30-60 days. AR Days sometimes are 90-120 days when resubmission occurs.
I’m sympathetic for healthcare providers having to deal with this difficult cashflow cycle. A lot of their revenue is ultimately on the streets or still being processed by insurance. Unfortunately for providers, this inefficient system does benefit the cashflow of insurance companies and likely won’t change. The more insurance can delay payment or service the more it helps their cashflow and profitability. However, they are regulated heavily and capped to protect the managed care system. So as long as a provider properly follows the rules and regulations, insurance payments are usually on time.
The narrative against $UNH is genuine for Dr. Potter. She puts herself and her business at risk advocating with her posts. She could easily replace United’s name with any other insurance company, but I have yet to see her mention another company by name. Fear of losing them is likely.
For Ackman, his $UNH narrative is genuine too but he obviously self benefits immensely from this. Whether he cares for the benefits or not I don’t know. But inserting himself into this situation enables him to:
(1) help a courageous doctor who is pointing out valid reasons for systemic change in healthcare
(2) grow his “celebrity” status and reach as a market mover for the stocks he holds. He currently uses his social platform for entering and exiting trades for his fund Pershing Square. His post on X in February 2025 insinuated $UNH profit margins are misleading if they are wrongly denying claims. That singular post caused the stock to drop from $XXX to $XXX over a few days. A month later the stock went back to $XXX before falling again for entirely separate reasons. Another example in April 2025 he revealed an investment on X in $HTZ and the stock jumped XXX% in the next X trading days. He certainly uses his growing audience to his advantage and to his credit it seems to be working.
(3) increase future chances of attracting additional AUM from new investors. He may be losing AUM since his fund has underperformed the S&P index X% annually (58.5% cumulatively) for the last XX years.
XXXXX engagements
Related Topics insurance coins healthcare