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EP-136 #ASKMONEYPURSE

90.8K views · Sep 03, 2023 · 18:11 min · Watch on YouTube ↗
Takeaway

Don't accept the first claim denial from health insurers, and don't expect quick rebounds from specialty-chemical names like Clean Science.

Summary

  • Star Health and similar insurers often reject claims initially; escalating via customer service multiple times usually gets coverage approved.
  • When porting health insurance, the new insurer must honor the seniority (waiting-period credit) earned on the existing plan.
  • Clean Science & Technology: management reputation mixed; near-term sales and margins are softening; expect 6-7 weak quarters before recovery in specialty chemicals.
  • Long-term thesis on Clean Science still intact if you have patience; don't expect quick rebound.
  • Corporate governance violations destroy wealth creation - always weigh management quality alongside numbers.
Health InsuranceClaim RejectionClean ScienceSpecialty ChemicalsPortfolio
Original description
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