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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