Aetna

10 statements across 1 episodes · 6 bullish · 1 bearish · 1 people on the record · first statement Aug 19, 2025 by Mark Bertolini · said 12 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Mark Bertolini (12)

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Everything said about Aetna, oldest first

Aug 19, 2025 positive
Assertion Not checkable as stated
Bertolini: Aetna's sale to CVS created 2,000 new employee millionaires
“We created 2000 new millionaires when we sold the company at CVS.”
Mark Bertolini Aug 19, 2025 ▶ 1:15:11 The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
Aug 19, 2025
Assertion Contradicted
Bertolini: Every 50 basis point change in Aetna claims reserve was $980M
“Every 50 basis points change in that trend was nine hundred and eighty million dollars of margin.”
Mark Bertolini Aug 19, 2025 ▶ 1:02:44 The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
Aug 19, 2025
Assertion Contradicted
Bertolini: Aetna was losing $1M per day when he joined
“Aetna hired me after they started, ran into trouble to help them fix the company. They were losing a million dollars a day when I showed up in twenty-twenty-two and we had to fix that, and that took a, took us on a whole journey.”
Mark Bertolini Aug 19, 2025 ▶ 10:24 The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
Aug 19, 2025 positive
Assertion Partly supported
Bertolini: Aetna's overall healthcare costs fell 7.5% following corporate mindfulness programs
“Our healthcare costs went down. Not trend. The actual dollar cost went down seven and a half percent the next year.”
Mark Bertolini Aug 19, 2025 ▶ 54:46 The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
Aug 19, 2025 bullish
Assertion Partly supported
Bertolini: Two-thirds of Aetna's 652% TSR was driven by P/E multiple expansion
“And at Aetna, when I had 652% total shareholder return over eight years, and we, when we looked at the underlying, only a third of it related to earnings, and two thirds of it related to the price earnings multiple.”
Mark Bertolini Aug 19, 2025 ▶ 1:14:37 The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
Aug 19, 2025 bullish
Assertion Partly supported
Bertolini: Aetna stock rose from $9 to $208 during CEO tenure
“So when I left out and I had three million shares of stock, I never touched them. And I didn't expect it to ever be at 208 dollars a share, because I took over, it was nine dollars a share.”
Mark Bertolini Aug 19, 2025 ▶ 1:10:52 The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
Aug 19, 2025
Disclosure
Bertolini announced Aetna's minimum wage increase without prior board approval
“I was at the JP Morgan conference on January first, January second of 2015, and I announced it in front of 240 of our three hundred and forty million shares and said, we're going to do this. I didn't ask the board because they said, well, how did your board le…”
Mark Bertolini Aug 19, 2025 ▶ 57:19 The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
Aug 19, 2025 positive
Assertion Partly supported
Bertolini: Aetna mindfulness trial dropped highest-stressed employee cortisol levels by 50%
“What we found is that the people in the highest quintile of stress spent 2500 dollars more a year on health care than the average employee. So we put everybody through these programs, we had them journal, and after 12 weeks, heart rate, variability, cortisol l…”
Mark Bertolini Aug 19, 2025 ▶ 54:20 The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
Aug 19, 2025 positive
Assertion Not checkable as stated
Bertolini: Aetna's 90%-discounted soft wage benefits equaled all hard savings
“Let's take all the soft benefits, presenteeism, better attitude at work, empathy for our members. Let's put all those on a page and let's discount them by 90%. And so when we did that, the group that we discounted by 90% added up to the exact same amount of sa…”
Mark Bertolini Aug 19, 2025 ▶ 59:43 The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
Aug 19, 2025 negative
Assertion Supported
Bertolini: 20% of Aetna's lowest-paid employee families relied on food stamps
“I want to know who these people are. I want to know what their life's like, how much they make, and it was about 12 bucks an hour, and they were, 81% were women, 20% of the kids were on foods, the families were on food stamps, 25% of the kids were on Medicaid …”
Mark Bertolini Aug 19, 2025 ▶ 55:37 The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
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