The tension between price and value is familiar. We want the $14k Ford Fiesta price but the Tesla Model S product. We usually get what we pay for. Employers promote generous healthcare benefits, ones with little advertised friction (e.g., low deductibles ...
An Interview with AtlasMD
Josh Umbehr, MD is the founder of AtlasMD, Wichita-based direct primary care (DPC) clinics with over 3,000 patients, and a software business with over 500 clients and 10 years of operating history. DPC is an insurance-free monthly cash membership model fo ...
Modeling The Future
In 2006 Countrywide Financial financed 20% of mortgages in the US--loan volume equal to 3.5% of GDP. Two years later, early in the financial crisis of 2008-09, Bank of America swooped in and bought them the stock had dropped over 75% from its 2007 levels ...
Munger on Healthcare
It's an odd meeting, the Daily Journal Company ($DJCO) shareholders' meeting, where global crowds come to listen to Chairman of the Board, Charlie Munger (born 1924). The event covers a few minutes of lackluster company results with a bunch of other old d ...
January’s Index
A new year and a new decade call for a refresh of the monthly index of interesting stats and blurbs on healthcare and finance. Inspired by the Harper's index. Enjoy. The estimated median % increase in earnings per share an S&P 1,000 firm by saving 10 ...