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HomeIndustry Trends

Posts in category: Industry Trends

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Metrics Matter

November 5, 2019
by Joe Andelin Industry TrendsInvestingMetrics

In the misty land of adjusted and "community adjusted EBITDA" (thanks to The We Company for backing out the “building- and community-level operating expenses,”) we are reminded that to embellish is natural. We sometimes hide our worst selves and fill our ...

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The Survey Says…

September 26, 2019
by Joe Andelin Industry TrendsThought Leadership

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 ...

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September’s Index

September 5, 2019
by Joe Andelin IndexIndustry Trends

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 ...

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Healthcare Alpha

August 28, 2019
by Joe Andelin Benefits ToolsIndustry TrendsInvestingThought Leadership

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 ...

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Will Software Eat Healthcare?

August 22, 2019
by Joe Andelin Industry TrendsInvesting

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 ...

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