A review of Oscar's analyst day and deep dive into the insurance + platform business
An interview on Transcarent, a Colorado patient fends off a lawsuit from Centura Health, Vermont payors seek rate increases, & more
A look at Clover's Q1 2022 earnings announcement and how it appears to be pivoting to an MSO-like play
Lots of earnings calls, including our thoughts on Clover, Oscar, and Privia; Advocate and Atrium merging, and more!
Discussing our key takeaways from notable earnings sessions this week - Babylon, Oscar, and Privia
A big earnings week (Bright, agilon, Oak, One Medical, etc), the D2C adderall market implodes, and more
Reviewing earnings reports from Bright, Oak Street, One Medical, and agilon
Taking a look at what we know about Devoted Health
Teladoc and Accolade shares tank after earnings, Cerebral faces a lawsuit, our look at Devoted Health, and more
Looking at a recent McKinsey survey on MA enrollment & Devoted's enrollment experience
Our perspective on Anthem's Q1 2022 earnings call.
Taking a look at UHG's Q1 2022 results
