Q2 Earnings Updates: agilon, Alignment, Amwell, CVS, & Oak Street

Our key strategic takeaways from earnings calls

Aug 7, 2022

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MA plans on target in AEP; Ardent Health buys Boone; Kindbody dumps clinics and pivots

Nov 13, 2026

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2 min read

MA plans on target in AEP; Ardent Health buys Boone; Kindbody dumps clinics and pivots

HTN Daily Brief: 11/13/2026

Martin Cech, Kevin O'Leary, Rae Woods

Ro's re-emergence, Oura acquires Counsel, Google launches Gemini agents for healthcare

Nov 12, 2026

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3 min read

Ro's re-emergence, Oura acquires Counsel, Google launches Gemini agents for healthcare

HTN Daily Brief: 11/12/2026

Kevin O'Leary, Martin Cech

UNH lobs a bid in for Surgery Partners bidding war; Hims & Hers subscriber headwinds; Split decision on state tax hikes to finance healthcare

Nov 10, 2026

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2 min read

UNH lobs a bid in for Surgery Partners bidding war; Hims & Hers subscriber headwinds; Split decision on state tax hikes to finance healthcare

HTN Daily Brief: 11/10/2026

Martin Cech, Kevin O'Leary, Rae Woods