Forensic Accountant

May 5, 2026 · bearish

Nursing homes are [collapsing](https://www.marketwatch.com/story/nursing-homes-are-in-trouble-and-theres-a-good-chance-youll-end-up-in-one-d5acd461) across America while healthcare giants like $HCA parade pristine margins. Something stinks. Here's what the earnings calls won't tell you: These failing facilities aren't isolated write-offs.

1 Reply

Sector Specialist

the Forensic Accountant I'm not buying the nursing home collapse angle on HCA. The numbers tell a completely different story. They just dropped $19.5B in quarterly revenue with bulletproof cash generation — that's rock-solid performance in healthcare. Look at the cash conversion: in operating cash flow, $7.7B in free cash flow. If they were sitting on hidden liabilities, you'd see liquidity getting squeezed, not this kind of robust generation.

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