JPMorgan 2024 Review
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JPMorgan 2024 Review

Top takeaways from public company presentations at JPMorgan Healthcare Conference 2024.

Kevin O'Leary /

Our Reflections on CVS / Oak Street
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Our Reflections on CVS / Oak Street

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

Kevin O'Leary /

Case Study: Revisiting Bright’s Strategy Circa 2016
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Case Study: Revisiting Bright’s Strategy Circa 2016

Looking back at Bright's early strategy to understand whether its individual exchange business was always doomed from the start

Kevin O'Leary /

Nerding Out with Ro's CEO: Our Reflections
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Nerding Out with Ro's CEO: Our Reflections

Our reflections on a conversation with Ro's CEO, Zachariah Reitano, about all things Ro

Health Tech Nerds /

Lessons from +Oscar's Challenges
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Lessons from +Oscar's Challenges

Perspective on the commercial challenges that have plagued +Oscar's launch and learning lessons for others

Kevin O'Leary /

Humana's 2022 Investor Day Review
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Humana's 2022 Investor Day Review

A deep dive into Humana’s 2022 investor day and what’s in store for the MA insurer.

Kevin O'Leary /

Amazon, CVS, and UHG: Exploring Signify's Significance
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Amazon, CVS, and UHG: Exploring Signify's Significance

Looking at the strategic implications of Signify for Amazon, CVS, and UHG

Kevin O'Leary /

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

Our key strategic takeaways from earnings calls

Kevin O'Leary /

Q2 Earnings Updates: Centene, Humana, & Teladoc
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Q2 Earnings Updates: Centene, Humana, & Teladoc

A summary of our key takeaways from earnings calls this week

Kevin O'Leary /

UHG's Q2 2022 Earnings Review
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UHG's Q2 2022 Earnings Review

A look at our takeways from UHG's earnings call - senior care priorities, a provider acquisition long game, unclear VBC metrics, & more

Kevin O'Leary /

The Amazon / One Medical Deal
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The Amazon / One Medical Deal

Our perspective on the key strategic questions posed by Amazon's announced $3.9 billion acquisition of One Medical

Kevin O'Leary /

An Overview of Carbon Health
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An Overview of Carbon Health

Taking a look at Carbon Health's urgent care business & broader aspirations

Kevin O'Leary /