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Company Research

Centene Corporation Q3 2026 Earnings

Centene has executed its shrink-membership-to-grow-profitability strategy (outside of PDP) more or less perfectly in 2026 and is controlling the controllables heading into 2027. The big concern is an H.R.1-driven acuity surprise.

Martin Cech

Oct 27, 2026

HTN Daily Brief

Bon Secours acquires Surgery Partners for $5.7b; Walmart adds a new virtual storefront with General Medicine; Centene & HCA report earnings today

HTN Daily Brief: 10/27/2026

Martin Cech, Kevin O'Leary

Oct 27, 2026

Weekly Health Tech Reads

Weekly Health Tech Reads 10/25/26

Molina & Elevance Q3 earnings; a rule of 200 healthcare company; AI's principal-agent problem; the opportunity in drug discovery; lots of M&A; and more

Kevin O'Leary

Oct 25, 2026