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February 22, 2023

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February 14, 2023

Our Reflections on CVS / Oak Street

Diving into some of the key questions posed by the deal - is the MA Golden Age over, Humana's learnings in the space, Oak's J-Curve, and CVS's broader strategy

October 19, 2022

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

October 11, 2022

Nerding Out with Ro's CEO: Our Reflections

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

October 4, 2022

Blurring Lines: The Evolving Nature of Healthcare Companies

In this post we explore how various companies are blurring the distinctions between traditional roles in healthcare in order to drive growth

September 27, 2022

Lessons from +Oscar's Challenges

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

September 20, 2022

Humana's 2022 Investor Day Review

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

August 28, 2022

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

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

August 7, 2022

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

Our key strategic takeaways from earnings calls

July 23, 2022

The Amazon / One Medical Deal

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

July 23, 2022

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

June 5, 2022

Reviewing the CareMax & Steward VBC Deal

Diving into CareMax's acquisition of Steward's VBC business

June 3, 2022

An Overview of Carbon Health

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

May 28, 2022

Babylon's Investor Day

A review of Babylon's recent Investor Day

May 14, 2022

Clovers Q1 22 Earnings: Pivoting to an MSO

A look at Clover's Q1 2022 earnings announcement and how it appears to be pivoting to an MSO-like play

May 14, 2022

5/13 Earnings Week in Review: Babylon, Oscar, Privia

Discussing our key takeaways from notable earnings sessions this week - Babylon, Oscar, and Privia

May 1, 2022

Devoted Health: Checking in

Taking a look at what we know about Devoted Health

May 1, 2022

4/30 Earnings Week in Review

A review of Accolade, Centene, Humana, and Teladoc's earnings

April 24, 2022

Perspective on UHG's Q1 2022 Earnings Call

Taking a look at UHG's Q1 2022 results

April 24, 2022

Anthem's Q1 2022 Earnings Results

Our perspective on Anthem's Q1 2022 earnings call.

April 12, 2022

A Conversation with Cerebral's CMO, Dr. David Mou

A conversation with Cerebral's CMO discussing their model and the mental health landscape more broadly

March 28, 2022

An Overview of Nice Healthcare

A discussion with Nice Healthcare's CEO, Thompson Aderinkomi

March 27, 2022

Oscar Health's 2022 Analyst Day

A review of Oscar's analyst day and deep dive into the insurance + platform business

March 24, 2022

Fresenius, InterWell and Cricket Shake Up the Kidney Care Landscape

A look at implications of the merger announced Monday

March 19, 2022

Oak Street's Analyst Day Review

A look at Oak Street's Analyst Day on 3/16/22

March 14, 2022

agilon's 2022 Analyst Day review

agilon health's 2022 Analyst Day review

March 7, 2022

Career Discussion with Ribbon

Ribbon Health’s GTM team joined us to discuss working at Ribbon and three roles across growth, channel partnerships and marketing