Nov 6, 2025
•
10 min read
Privia's Q3 earnings call highlights another quarter of solid growth, strong performance in MSSP, and the M&A opportunity ahead similar to Evolent's ACO
2 min read
Turmoil in the marketplaces, silver loading, and how insurance companies stack the shelves around open enrollment
Nov 5, 2025
7 min read
Clover Health beats expectations on revenue but missed on adjusted EBITDA for the quarter. 2025 guidance was revised, lowering adjusted EBITDA and raising expected Benefit Expense Ratio.
Nov 3, 2025
11 min read
The company is offering an attractive pitch to state Medicaid agencies and Medicaid Managed Care Organizations: comparable clinical outcomes at half the cost of ABA. Their key challenge is overcoming the inertia of the status quo.
Oct 31, 2025
Alignment Health has raised EBITDA guidance 4x over the last year. How quickly can they grow, and can they sustain their performance as they do?
Oct 30, 2025
8 min read
CVS beats and raises 2025 earnings guidance; charts recovery in Aetna while spending a lot of time discussing PBM and retail pharma industry changes
Oct 29, 2025
Centene's stock jumps as it avoids ACA issues in the quarter and provides lots of interesting updates across ACA / Medicaid businesses
Oct 28, 2025
5 min read
UHG gets "back to the basics", discussing path to restore margins across UHC and Optum Health. Optum briefly discusses its AI play.
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
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
