In short: A formative bad trade (2011–12): a NYT front-page exposé sent it down 90–95% and it never recovered — the "unknown unknowns" / always-priced-in-risk lesson.
3:28One was a company called Accredo Health and they were helping effectively small businesses do, small hospitals do a better job of negotiating with big insurance companies. You feel like it's a good cause. And then you wake up and there's a front page 10,000 word article in the New York Times on Sunday about how they're denying care to people in need and this is simply not true.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.