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HomeIndustry Trends

Posts in category: Industry Trends

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Valuing a Piece of Americana

July 22, 2020
by Joe Andelin Health Savings AccountsIndustry TrendsInvestingThought Leadership

Baseball cards are part of Americana. The slotted binders, stats, and bike rides to shops evoke nostalgia too. The investment merit of cards fit is another question. An index of the rarest of cards may have outperformed the S&P 500 by 2.3x over the l ...

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A Tale of $2,000

March 11, 2020
by Joe Andelin Industry TrendsThought Leadership

Whether Einstein said it or not, compound interest is amazing: “...the eighth wonder of the world. He who understands it earns it, he who doesn't, pays it.” Negative compounding is powerful too, and we pay it in the form of healthcare inflation.Over the l ...

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An Analysis of Direct Primary Care

February 28, 2020
by Joe Andelin Direct Primary CareIndustry Trends

Mark Twain said “There is no such thing as a new idea. It is impossible. We simply take a lot of old ideas and put them into a sort of mental kaleidoscope." Paying cash for primary care is not new, but it's a model that's resurging after decades of being ...

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JP Morgan’s Healthcare Cooking

January 17, 2020
by Joe Andelin Industry Trends

Warren Buffett likes food and that stretches beyond burgers and peanut brittle. His second principle listed in the Berkshire Hathaway Owner's Manual has a food metaphor: "In line with Berkshire’s owner-orientation, most of our directors have a significant ...

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$300 Questions

December 6, 2019
by Joe Andelin Industry TrendsProducts

There are things you Google: the population of Dubai, the weather, or quotes on insurance*. There are deeper inquiries: what's a firm's adjusted return on equity over time, management's scorecard from share-buyback timing, what a hospital's collections ha ...

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