SAC Capital

[SAC Capital @SAC_Cap]

New office until further notice.

[SAC Capital @SAC_Cap]

@caraathome Not yet… takes a few years like Dallas!

[SAC Capital @SAC_Cap]

It's sad that I think the fraud will benefit the US economy more than govt. spending... maybe wishful thinking but if the US govt. had a surplus of $500B they sure as hell wouldn't be repaying debt, reducing taxes, or focusing on US.

[zerohedge @zerohedge]

*BESSENT: ANNUAL FRAUD IN THE BUDGET ESTIMATED AT AT LEAST $500B

[SAC Capital @SAC_Cap]

@Biedersam Dallas has 5 I M Pei buildings, 1 more than NY. We'll be okay. This isn't a historic building by any stretch. It'll cost taxpayers $1B to replace, but like double considering it's govt. managed.

[SAC Capital @SAC_Cap]

@Biedersam You clearly don't live in Dallas. One of the worst public service buildings ever built. Completely mismanaged by Dallas city council. It would be a Godsend for Mavericks to spark energy back into Downtown. IT IS ON LIFE SUPPORT.

[SAC Capital @SAC_Cap]

@YIMBYman I love I. M. Pei, but it's one of the most impractically built public service buildings. It takes 10 minutes to go all the way down the corridor to find a bathroom. Dallas city council can't manage nice things anyways... they've had a decade to address issues.

[SAC Capital @SAC_Cap]

$UNH down significantly on rates staying flat. What happens when investigation reveals significant upcoding? They'll be recouping 90% of patient risk payments they previously captured and it doesn't look like this administration cares to be a backstop either.

Tsunami headwind.

[SAC Capital @SAC_Cap]

$UNH It’s bad now but it could get worse. Ask anyone in Medicare billing, United is the top abuser of upcoding HCCs to max out revenue. Their trailing 12-month FCF is meaningless going forward. A 5% risk adjustment change could slash it by 25%.

[SAC Capital @SAC_Cap]

$UNH It’s bad now but it could get worse. Ask anyone in Medicare billing, United is the top abuser of upcoding HCCs to max out revenue. Their trailing 12-month FCF is meaningless going forward. A 5% risk adjustment change could slash it by 25%.

[SAC Capital @SAC_Cap]

@here4impact @CoFoundersNik Doesn’t the 1202 QSBS require you to hold the stock for 5 year prior to buyout?

[Thomas Massie @RepThomasMassie]

I’d love to stand here and tell the American people “we can cut your taxes and increase spending and everything will be fine.”

But I can’t because I’m here to deliver a dose of reality about the ticking debt bomb known as the “Big Beautiful Bill.”

[SAC Capital @SAC_Cap]

If they're secretly paying nursing homes, there could be some wrong doing. However, I'm not sure the concept itself is illegal or even wrong if they're appropriately avoiding hospital readmissions. SNFs and other post-acute providers have formal contracts for this. $UNH

[unusual_whales @unusual_whales]

UnitedHealth, $UNH, secretly paid nursing homes to reduce hospital transfers, per CNBC

[SAC Capital @SAC_Cap]

@Biohazard3737 There should be an inverse HCW ETF. Probably would’ve made a killing past several years…

[SAC Capital @SAC_Cap]

@Biohazard3737 Too bad a large portion of their cash is tied up in US Treasuries...

[SAC Capital @SAC_Cap]

@thewoolshire I’d invest.

[SAC Capital @SAC_Cap]

@TheMightyForego @given2tweet Do you think reconfirmation of UMB as the rightful trustee will be sufficient?

[SAC Capital @SAC_Cap]

@Biohazard3737 You don't need Windows to use BBG; I've used it on my MacBook. However, if you rely on any Microsoft and BBG integrations, the experience isn't as good as it would be on Windows.

[SAC Capital @SAC_Cap]

@TheMightyForego Hopefully because settlement discussions are progressing...

[SAC Capital @SAC_Cap]

@brianbimm @TheMightyForego Could you please share the memo? Thanks.

[SAC Capital @SAC_Cap]

@rohindhar Somewhat of a comp for your COTA car condo @Biohazard3737

[SAC Capital @SAC_Cap]

$MYOV & $UROV weren't too shabby

[McGriddle Connoisseur @CloisterRes]

Hilarious that people say with a totally straight face that Vivek is a fraud. Sorry ur Axovant sucked but he’s made many investors oodles and oodles

[SAC Capital @SAC_Cap]

Unrelated... I will be buying $MRTX if it's floating at the money because why not?

[SAC Capital @SAC_Cap]

$BMY slapping a non-tradable CVR onto the $MRTX transaction... I'm sure that'll go over well with shareholders after the $BMYRT fun.