Feb 4, 2026
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13 min read
Edition #120
Feb 3, 2026
7 min read
An impressive turnaround, but tough sledding ahead for the InnovAge along with the rest of the PACE and D-SNP markets
Feb 1, 2026
27 min read
A musing on the ripple effects of 2027 Advance Notice, Q4 earnings season kicks off, digital health M&A heats up, and more
Jan 30, 2026
8 min read
HCA Healthcare continues to be a story of fundamentals well-executed upon and impressive growth. While there are headwinds for the industry going into 2026, HCA seems well-positioned going into 2026.
9 min read
Elevance stock rebounds as it highlights 2026 as a year of "execution and repositioning" amidst insurance membership declines while prioritizing margin recovery
