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Takeaway: On Wednesday we presented our short thesis on HQY including impact of Quad 3, slowing HSA growth and shifting federal policy

REPLAY | HQY BEST IDEAS SHORT : UP AND DOWN THE LADDER - 2019.06.12 HQY BB 2yr

replay: HQY | Up AND DOWN THE LADDER

On Wednesday we covered our short thesis on HQY including impact of Quad 3 environment, slowing HSA and AUM growth and shifting federal policy from financing solutions like HSAs to a greater focus on costs and competition. Click links below for replay and presentation materials.

Healthcare Subscribers: CLICK HERE for video & audio replays. (Browser not cooperating? Cut and paste link: http://app.hedgeye.com/feed_items/75731)

Health Policy Subscribers: CLICK HERE for video & audio replays. (Browser not cooperating? Cut and paste link: http://app.hedgeye.com/feed_items/75732)

Timestamps:

Overview - 1:27 to 4:55

Consensus - 4:56 to 5:34

What is different this time - 5:36 to 6:34

HQY in the Quad environment - 6:34 to 7:08

Sentiment - 7:09 to 10:05

Thesis Points - 10:05 to 17:20

Policy - 17:20 to 32:57

Valuation and Sentiment - 32:38 to 45:23

Q&A - 45:27

Call with questions.

Thomas Tobin
Managing Director


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Emily Evans
Managing Director – Health Policy



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