Oct 20, 2025
•
33 min read
The challenges and opportunities of Medicaid Managed Care for children, build versus buy decisions, and the opportunity for generational returns by investing in children’s health.
Oct 8, 2025
11 min read
Medicaid eligibility and enrollment support at a critical moment for payers, providers, and patients.
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
Jun 14, 2024
A review of the key trends from the recent investor day
May 17, 2024
Summarizing takeaways from Alignment, Astrana, Clover, CVS, HCA, Humana, Oscar, Tenet, and UHG
Jan 19, 2024
29 min read
Top takeaways from public company presentations at JPMorgan Healthcare Conference 2024.
Feb 14, 2023
43 min read
Diving into some of the key questions posed by the deal - is the MA Golden Age over, Oak's J-Curve, and CVS's broader strategy
Oct 19, 2022
Looking back at Bright's early strategy to understand whether its individual exchange business was always doomed from the start
Oct 11, 2022
18 min read
Our reflections on a conversation with Ro's CEO, Zachariah Reitano, about all things Ro
Sep 27, 2022
14 min read
Perspective on the commercial challenges that have plagued +Oscar's launch and learning lessons for others
Sep 20, 2022
34 min read
A deep dive into Humana’s 2022 investor day and what’s in store for the MA insurer.
Aug 28, 2022
9 min read
Looking at the strategic implications of Signify for Amazon, CVS, and UHG
Aug 7, 2022
19 min read
Our key strategic takeaways from earnings calls
Jul 31, 2022
16 min read
A summary of our key takeaways from earnings calls this week
Jul 24, 2022
22 min read
Our perspective on the key strategic questions posed by Amazon's announced $3.9 billion acquisition of One Medical
12 min read
A look at our takeways from UHG's earnings call - senior care priorities, a provider acquisition long game, unclear VBC metrics, & more
Jun 4, 2022
54 min read
Taking a look at Carbon Health's urgent care business & broader aspirations
May 29, 2022
35 min read
A review of Babylon's recent Investor Day
May 27, 2022
A review of Oscar's analyst day and deep dive into the insurance + platform business
May 15, 2022
21 min read
A look at Clover's Q1 2022 earnings announcement and how it appears to be pivoting to an MSO-like play
May 13, 2022
17 min read
Discussing our key takeaways from notable earnings sessions this week - Babylon, Oscar, and Privia
May 1, 2022
Taking a look at what we know about Devoted Health
Apr 24, 2022
7 min read
Our perspective on Anthem's Q1 2022 earnings call.
10 min read
Taking a look at UHG's Q1 2022 results
Apr 12, 2022
4 min read
A conversation with Cerebral's CMO discussing their model and the mental health landscape more broadly
