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

Our key strategic takeaways from earnings calls

Aug 7, 2022

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2027 ACA provisions blocked; Q2's mixed medical trend; ACO REACH double-click

Jul 17, 2026

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3 min read

2027 ACA provisions blocked; Q2's mixed medical trend; ACO REACH double-click

HTN Daily Brief: 07/17/2026

Martin Cech, Kevin O'Leary

RPM industry rattled; another K Health hospital win; UNH Q2 Results

Jul 16, 2026

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3 min read

RPM industry rattled; another K Health hospital win; UNH Q2 Results

HTN Daily Brief: 07/16/2026

Martin Cech, Kevin O'Leary

Elevance down 10% after earnings; Hospital ACA pressure; $700m for Neko

Jul 15, 2026

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4 min read

Elevance down 10% after earnings; Hospital ACA pressure; $700m for Neko

HTN Daily Brief: 07/15/2026

Martin Cech, Kevin O'Leary