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Gary Brode (Deep Knowledge Investing) on Hospitals, COVID-19, and the Supreme Court

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Manage episode 275087838 series 2574505
Content provided by SumZero Headlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SumZero Headlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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.
  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 275087838 series 2574505
Content provided by SumZero Headlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SumZero Headlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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.
  continue reading

36 episodes

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