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Gary Brode (Deep Knowledge Investing) on Hospitals, COVID-19, and the Supreme Court
Manage episode 275087838 series 2574505
Contenido proporcionado por SumZero Headlines. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente SumZero Headlines o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
This week, we sat down with Gary Brode of Deep Knowledge Investing to unpack his HCA thesis amidst an ongoing pandemic and the Supreme Court confirmation of Amy Coney Barrett. How are HCA revenues up with hospital admissions and ER visits down? Brode discusses the joint catalysts of increased patient acuity and imminent changes to the Affordable Care Act.
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Manage episode 275087838 series 2574505
Contenido proporcionado por SumZero Headlines. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente SumZero Headlines o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
This week, we sat down with Gary Brode of Deep Knowledge Investing to unpack his HCA thesis amidst an ongoing pandemic and the Supreme Court confirmation of Amy Coney Barrett. How are HCA revenues up with hospital admissions and ER visits down? Brode discusses the joint catalysts of increased patient acuity and imminent changes to the Affordable Care Act.
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35 episodios
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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