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HomeThought Leadership

Posts in category: Thought Leadership

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The Most Important Signal

February 7, 2020
by Joe Andelin EducationThought Leadership

In a sea of experiences, AI, and new solutions claiming to make us healthier, when it comes to employer-sponsored healthcare, for most employees, what matters most is the almighty dollar. The cash we pay is king. Payroll contributions. That's the critica ...

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Why Some Companies Care More About Healthcare Costs

January 5, 2020
by Joe Andelin InvestingThought Leadership

How much do healthcare costs matter to companies' earnings? Relative to earnings they're larger than many think. 24%. That's the median estimated healthcare costs as a percentage of earnings for the S&P 1000 (the lesser-known index sibling of the S& ...

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Amazon’s Health Benefits

October 24, 2019
by Joe Andelin Benefits ToolsThought Leadership

Last year I posted a question on Quora asking what healthcare benefits and cost sharing were like at Google. A few answers of the "it's private" or "No, I can't say" variety soon surfaced. They have sense been oddly scrubbed from the site. Why the secrec ...

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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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My Lehman Brothers Experience

September 18, 2019
by Joe Andelin InvestingThought Leadership

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 ...

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