Thread regarding Humana (HUM)

The shareholders are left holding the wreckage

My life savings suffered overnight because Humana’s leadership bet our entire future on a single, fragile government payment. They called it a "pure-play" strategy, I call it reckless. For years, they ignored the risk while Star Ratings collapsed and members fled. Now, a near-zero rate increase has exposed the house of cards they built. I’m not just down 20% in a day. I’m watching a decade of gains vanish because they had no backup plan. This isn’t a market dip, it’s a total failure of stewardship. They gambled everything on political math and lost.

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