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Why Margins Matter

If you subscribe to Fortune, you're likely surprised and excited by the heft of the issue on the biggest 500 firms. It's a formidable group: $23T in market value, 29 million global employees, and over $1T in profit. With covers to sell, a cursory look focuses on revenue. But man cannot live by revenue alone. Profits and returns on capital matter. In healthcare, high revenue or other isolated metrics are often used as signs of excess. There are excesses. One is provider consolidation. This g ...

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Could Healthcare Be Like Lasik?

Lasik is odd in at least two ways. It's a rare deflationary healthcare category. It's also awkwardly priced at $2,000 per eye. "Shoes for sale, $50 per shoe." Could healthcare be more like Lasik, shoppable, and deflationary? There are key differences. There are more options in your city for Lasik than hernia surgeries. Lasik is elective. Some medical interventions, the type you use insurance for, are not. Not all hospital stays start with arrival on a gurney. Most hospitalizations for those und ...