Q2 Earnings Updates: Centene, Humana, & Teladoc

A summary of our key takeaways from earnings calls this week

Jul 31, 2022

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ACO REACH results; SCAN Stars suit; CA nurses and Goodhart's Law

Jul 10, 2026

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3 min read

ACO REACH results; SCAN Stars suit; CA nurses and Goodhart's Law

HTN Daily Brief: 07/10/2026

Martin Cech, Kevin O'Leary

Lilly & Novo pump up Bridge; ACA death spiral talk; Done CEO sentenced

Jul 9, 2026

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4 min read

Lilly & Novo pump up Bridge; ACA death spiral talk; Done CEO sentenced

HTN Daily Brief: 07/09/2026

Martin Cech, Kevin O'Leary

Ascension's shopping spree continues; Private markets & peptides; The "crumbling" employer insurance system

Jul 8, 2026

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4 min read

Ascension's shopping spree continues; Private markets & peptides; The "crumbling" employer insurance system

HTN Daily Brief: 07/08/2026

Martin Cech, Kevin O'Leary