Meekins: The loss of ACA subsidies will have a big revenue impact on healthcare companies

We've spent a lot of time talking about this, the potential impact on about 25 million Americans. However, you have a very contrarian take. You say it's going to impact a much lower number of Americans. Can you just explain your thesis and why you think it's going to be just a fraction of that 25 million genuinely affected.>> Yeah, look, at the end of the day, we've been talking about this for the first note we published was 772 days ago. So, long time conversation. When you look at the 25 million Americans ...