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Replay: Health Care Employment | Best Ever or About to Crater? with Live Q&A Healthcare & Health Policy Subscribers: CLICK HERE for video and audio replays. https://app.hedgeye.com/feed_items/78293 Contact Sales@Hedgeye.com for more information. |
Timestamps
Speaker - Tom Tobin
Introduction: 0:00 to 0:42
September Health Care Employment Trends: 0:43 to 2:50
ADP Employment and Forecast: 2:51 to 3:46
Health Care versus Private Employment: 3:47 to 4:50
HCA - Same Facility Adjusted Admissions and Forecast: 4:51 to 6:37
HCA - Multiple Analysis Relative to YoY EBITDA Delta: 6:38 to 7:17
Hedgeye Quad Factor Analysis: 7:18 to 8:35
TDOC - Medicare Advantage and App Download Data: 8:36 to 9:56
TDOC - Performance by Quartile: 9:57 to 10:08
DXCM - App Download Data and Claims Data: 10:09 to 10:58
GH - Claims Data Update: 10:59 to 11:51
Speaker - All
Live Q&A: 11:52 to 24:35
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Programming Note: There will not be a position monitor update next week due to the Hedgeye Investment Summit. Please tune into this event and reach out to the Health Care team directly with any questions. |