Oct 17, 2025
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3 min read
Regulatory tailwinds, AI, and top decile returns— all in service of healthcare's underserved.
Oct 12, 2025
19 min read
A reflection on the Iron Triangle, OpenAI's DevDay, 2026 Star Ratings, and more
Oct 5, 2025
20 min read
CommonSpirit's 2025 financial results, the 2026 MA landscape, Assort's funding, and more
Sep 30, 2025
39 min read
A discussion on the economics of third-party administration, opportunities to actually control costs in health care, and how simplicity can be a plan's saving grace.
Sep 28, 2025
Evolent divests its VBC primary care business, Abridge and Epic may not be Pals, the challenges facing regional health plans, and more
Sep 23, 2025
26 min read
A discussion with Mike Suiters on Positive Development's pioneering of developmental therapy and why Autism Spectrum Disorder therapy has gotten so expensive
Sep 21, 2025
18 min read
Harbor Health acquires VillageMD clinics, Semler settles with the DOJ, Oregon's Medicaid rate hike, and more
Sep 14, 2025
22 min read
A discussion of commercial market innovation trends, from rising costs to alternative plan designs, to Mark Cuban's new cash pay company; and more!
Sep 7, 2025
25 min read
Lots of M&A activity, an interesting primary care investment, MSSP's 2024 results, and more
Aug 24, 2025
17 min read
NYU Langone's growth story, The Villages Health bankruptcy drama, healthcare's highest paid CEOs, and more
Aug 17, 2025
16 min read
Highmark and Abridge partner, Cardinal acquired Solaris, ACA data on enrollees, and more!
Aug 14, 2025
28 min read
A discussion with Sina Haeri on Ouma's maternity model and how it is growing in the Medicaid market
Aug 10, 2025
34 min read
Q2 earnings, Open AI's GPT-5 launch, Arkansas's ACA rates, and more
Aug 3, 2025
29 min read
Q2 earnings season roundup: United, Alignment, Cigna, CVS, Humana, Teladoc, Waystar; Ambience's $243 million round; and more!
Aug 1, 2025
31 min read
An interview with the Co-Founders of Vytalize Health discussing the VBC enabler market and Vytalize's model
Jul 27, 2025
Medicare Advantage discussed on Capitol Hill; Molina, Centene, HCA, and Tenet report earnings; Fortuna's funding round, and more
Jul 21, 2025
An interview with Fortuna Health's CEO discussing a variety of topics related to Fortuna's model and the Medicaid market more broadly
Jul 20, 2025
Elevance's Q2 earnings report, OpenEvidence's big funding round, the skin substitute crack down, and more
Jul 13, 2025
The OBBB passes, Centene signals issues in the ACA, The Villages Health goes bankrupt, Microsoft's AI report, and more
Jun 29, 2025
21 min read
Novo backs out of the Hims partnership, Wakely's assessment of ACA changes, Best Buy divests Current Health, and more
Jun 22, 2025
Humana's Investor Conference, Advisory Board & BDO on industry trends, Summa / HATCo deal approved, & more
Jun 20, 2025
4 min read
Reviewing my key learnings from Humana's Investor Day this week
Jun 15, 2025
State legislative changes, Commons Clinic launches a preventive health offering, Amazon reorganizes healthcare efforts, and more!
Jun 8, 2025
Omada's IPO, Congress looks at MA overpayments, and more
Jun 1, 2025
Hinge successfully completes its IPO, Best Buy restructures Current Health, Jane App's secondary, Omada prices its IPO, and more
