Free data sources: normalized benchmarking (age-gender curves) for healthcare in the US; the geographic variation of healthcare spend; continuance tables for the commercially insured (representing 8M lives) with methodologies.
Stuff I’ve written:
AJMC: When Employee Healthcare Costs Move Stocks; It’s Time We Rethink Health Insurance; The Value of Health Insurance Brokers; Kaiser Survey Data Offer More Reasons to Rethink Health Risk Assessments
Services & Studies: Audits of programs and vendors (is value>price?); The true cost of telemedicine; Who wins with direct primary care?; Insights into employer healthcare funding strategies, separating fact from fiction; Where NPS fails: a new healthcare measurement for customer satisfaction; medical insurance structure and incentives; How to negotiate higher pay with a job offer to make up for dollar benefit differences.
Earnings Season Research: $2,500 (10-page report of earnings summaries and market-moving trends for healthcare companies: insurance companies, tech, device makers, pharmaceuticals, facilities, consultants, and brokers). Available February, May, August, and November.
Stuff I’m reading (Oct 2018): PwC’s 2019 medical trend report; First do no harm (state of WA report); improving the NPS; 10Ks from lots of publicly traded healthcare companies, and a few others; All things HSAs; Kleiner Perkins 2018 Internet trends; Buffett’s Alpha; Stop-loss industry reports; The Bed of Procrustes; all I can about Direct Primary Care (send me all you have); Mastering the Market Cycle; All things about healthcare in China; Where Does All the Money Go: Shifts in Household Spending Over the Past 30 Years.