
Inside UnitedHealth: What Went Wrong—and What Comes Next
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About this listen
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.
For more information on Daloopa, please visit www.daloopa.com
For more information on Blue Heron Research Partners, please visit: https://www.blueheronrp.com/