Money and Finance
- Ted Weschler's Healthcare Investing Filters
In his CNBC appearance this morning, Ted Weschler mentioned the 3 filters he uses when investing in healthcare company stocks (and why he thinks DaVita passes all the filters): 1) Does the healthcare company deliver better quality of care than somebody...
- The Absolute Return Letter - September 2012: How To Unscramble An Egg
This month we take a closer look at the root problems behind the current crisis. Too often root problems are confused with symptoms and the wrong medicine is prescribed as a result. We identify five root problems, all of which must be addressed before...
- Atul Gawande: Why The Uninsured Are Still Vulnerable
Tens of millions of Americans don’t have access to basic care for prevention and treatment of illness. For decades, there’s been wide support for universal health care. Finally, with the passage of Obamacare, two years ago, we did something about...
- Street Of Walls Q4 Report On Hedge Fund Positions
Quick Street of Walls Takeaways: The most crowded new ideas during the quarter were DLPH, LMCA, and GLD. Other new positions shared among hedge funds but with less overlap were ORCL, VRUS, QCOM, YHOO, URI, TXN, WFC, and GOOG.Fund managers are adding exposure...
- Is Becton, Dickinson And Company Poised To Continue Double-digit Returns?
The healthcare industry is poised to continue to grow as the population continues to age. The unfortunate side effect of growing older is that your healthcare expenses tend to rise. A study from 2004 analyzed the medical expenses of a cross-section...
Money and Finance
Who is to blame for Healthcare.gov? (Hint: The Initials are RPV) - by Ben Wanamaker and Devin Bean
Who botched Healthcare.gov? The contractors, politicians, and president all claim that they are not responsible – and they are all right. Forcing a new idea into a locked government business model virtually guaranteed that problems would arise. Further understanding how an organization’s capabilities define its actions can help explain how problems arose with Healthcare.gov and, in the second post in this series, help illuminate how these problems can be fixed.
- Ted Weschler's Healthcare Investing Filters
In his CNBC appearance this morning, Ted Weschler mentioned the 3 filters he uses when investing in healthcare company stocks (and why he thinks DaVita passes all the filters): 1) Does the healthcare company deliver better quality of care than somebody...
- The Absolute Return Letter - September 2012: How To Unscramble An Egg
This month we take a closer look at the root problems behind the current crisis. Too often root problems are confused with symptoms and the wrong medicine is prescribed as a result. We identify five root problems, all of which must be addressed before...
- Atul Gawande: Why The Uninsured Are Still Vulnerable
Tens of millions of Americans don’t have access to basic care for prevention and treatment of illness. For decades, there’s been wide support for universal health care. Finally, with the passage of Obamacare, two years ago, we did something about...
- Street Of Walls Q4 Report On Hedge Fund Positions
Quick Street of Walls Takeaways: The most crowded new ideas during the quarter were DLPH, LMCA, and GLD. Other new positions shared among hedge funds but with less overlap were ORCL, VRUS, QCOM, YHOO, URI, TXN, WFC, and GOOG.Fund managers are adding exposure...
- Is Becton, Dickinson And Company Poised To Continue Double-digit Returns?
The healthcare industry is poised to continue to grow as the population continues to age. The unfortunate side effect of growing older is that your healthcare expenses tend to rise. A study from 2004 analyzed the medical expenses of a cross-section...