Link to Watch: CLICK HERE for event details (includes video and materials link)
AGENDA
On tomorrow's Health Care Show we'll cover the latest Health Care Macro trends and factor screens, and recent earnings releases. It's been a good week especially getting the PDCO win. It is a good example of how we've modified our research process, something we've been rolling out on our weekly Health Care Show this quarter. In addition to the predictive series for PDCO's internal growth rate slowdown, we'll hit on EYE's cellphone tracking data and a key labor cost trend. PGNY wasn't signaling as an active short into the print, but our provider tracker might have flagged the weakness in utilizations. LFST turned out to not to be a good short per Hindenburg's report. We think the time to be short LFST has past and our provider tracker and Health Care Macro overlay continue to support the long case, and just how far the short cases has receded. UHS continues to perform as well which we've hit on multiple times in past weeks.
Feel free to submit questions ahead of time if you can't make the live Q&A.
Please reach out to with any feedback or inquiries.
The obstacle is the way.
Thomas Tobin
Managing Director
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*Please note, not all Position Monitor names make it into the Quad Factor output - most likely due to a lack of sufficient historical trading and estimate data.
