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Oscar Health's 2024 Investor Day
Jun 14, 2024
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Oscar Health's 2024 Investor Day

A review of the key trends from the recent investor day

Kevin O'Leary
Kevin O'Leary
Takeaways from BofA's Healthcare Conference
May 17, 2024
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Takeaways from BofA's Healthcare Conference

Summarizing takeaways from Alignment, Astrana, Clover, CVS, HCA, Humana, Oscar, Tenet, and UHG

Kevin O'Leary
Kevin O'Leary
JPMorgan 2024 Review
Jan 19, 2024
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JPMorgan 2024 Review

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

Kevin O'Leary
Kevin O'Leary
Our Reflections on CVS / Oak Street
Feb 14, 2023
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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
Kevin O'Leary
Case Study: Revisiting Bright’s Strategy Circa 2016
Oct 19, 2022
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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
Kevin O'Leary
Nerding Out with Ro's CEO: Our Reflections
Oct 11, 2022
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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
Health Tech Nerds
Lessons from +Oscar's Challenges
Sep 27, 2022
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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
Kevin O'Leary
Humana's 2022 Investor Day Review
Sep 20, 2022
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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
Kevin O'Leary
Amazon, CVS, and UHG: Exploring Signify's Significance
Aug 28, 2022
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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
Kevin O'Leary
Q2 Earnings Updates: agilon, Alignment, Amwell, CVS, & Oak Street
Aug 07, 2022
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Q2 Earnings Updates: agilon, Alignment, Amwell, CVS, & Oak Street

Our key strategic takeaways from earnings calls

Kevin O'Leary
Kevin O'Leary
Q2 Earnings Updates: Centene, Humana, & Teladoc
Jul 31, 2022
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Q2 Earnings Updates: Centene, Humana, & Teladoc

A summary of our key takeaways from earnings calls this week

Kevin O'Leary
Kevin O'Leary
The Amazon / One Medical Deal
Jul 24, 2022
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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
Kevin O'Leary

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