Headlines latch on to 5% and $20k, leadings numbers from the 200+ page annual Kaiser Employer Health Benefits Survey. Forbes, NYT, Bloomberg, Health Affairs, and the WSJ all take this angle. The press is warranted. Healthcare costs continue to grow at 2x ...
My Lehman Brothers Experience
In September, 2008 I sat alone sipping a juice in the open town hall area of a Goldman Sachs office. My eyes were fixed on a freshly printed 4-page report from CEO Dick Fuld on the status and future of Lehman Brothers, capital positions, $600B+ in assets ...
September’s Index
This month's index, inspired by the Harpers index, touches on charity care, gross margins, stock valuation metrics for three healthcare firms, sample UK health costs, algorithms, machine learning, and big data (just kidding on the last 3). The cost of ...
Healthcare Alpha
Discerning luck from skill can be hard. Baseball has 162 games per season. Boring for some but more than enough games for randomness to average out. How telling is one game? How telling is one case study? It could be random or just cherry picked. It's th ...
Will Software Eat Healthcare?
In 2011, the legendary venture capitalist Mark Andreessen wrote why software is eating the world. Efficiency and scale could cut the costs of servers and development by 100x+. Entertainment (Netflix, Disney), cars (all), retail (Amazon), job hunting (Link ...