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Call Replay | ONEM | Best Idea Long | Post-COVID Winner Healthcare & Health Policy Subscribers: CLICK HERE for replays and presentation materials. |
TOPIC TIMESTAMPS AND KEY SLIDES
SPEAKER - Tom Tobin
Introduction and Position Monitor Update (0:00 to 2:15)
Write-up and Company Overview (2:16 to 6:14)
Hedgeye Macro #Quad4 and Fundamental Equity Quads (6:15 to 7:15)
Correlation and Sentiment (7:16 to 8:30)
High Income Establishments in One Medical Markets (8:31 to 10:35)
Re-Opening the Doctor’s Office Post-COVID19 (10:36 to 13:57)
Physician Capacity Likely to Shrink (13:58 to 15:08)
Trends in Physician Age by Specialty (15:09 to 18:46)
Visits per Day & Charges per Visit (18:47 to 22:38)
Procedure and Diagnosis Codes (22:39 to 26:15)
Care Margin (aka Gross Margin) (26:16 to 28:09)
App Downloads Continue to Accelerate (28:10 to 30:12)
Practitioner Taxonomy and Billing Relationships (30:13 to 32:34)
Key Model Assumptions (32:35 to 34:39)
Valuation (34:50 to 35:28)
Fundamental Risks (35:29 to 40:10)
SPEAKER - ALL
Live Q&A (40:11 to 50:54)
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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