Shopping for medical care, like reducing food waste, or understanding the adage that half of advertising is wasted*, is an exercise that first starts with disbelief (and even outrage), but a closer look keeps you grounded in reality. Simple observations are cheap. Some key findings and structural limits can guide us through why price transparency … Continue reading What is Medical Price Transparency Worth?
I have a case study of a perfect stock trade where I made 3x my money in three years. It had it all: Mr. Market offered a discount relative to growth and earnings power. I had an analytical edge, plus the temperament of a monk. It was also a micro-cap company where the markets are … Continue reading On Case Studies
To understand healthcare, pay attention to the stock market and companies earnings filings. This way you can capture a glimpse of how companies make money, how much they pay to acquire, how their incentives are aligned, how healthcare exchanges work and what value they deliver, how interest rates may affect their revenue (see HSAs), what … Continue reading 5.5%
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