Chanos on His Outlook for the Kidney Dialysis Business

The video discusses the potential rollback of essential health care benefits and its impact on companies, particularly focusing on the kidney dialysis business. It highlights the financial challenges faced by this industry due to high costs and the role of Obamacare in providing higher reimbursement rates compared to Medicare and Medicaid. The video also explores how companies push patients into Obamacare for better returns and the ethical concerns surrounding these practices.

What strategies do companies in the kidney dialysis business use to manage costs associated with elderly patients on Medicare?

Discuss the financial dynamics of the kidney dialysis business as mentioned in the text, particularly regarding profit and loss.