WEEKLY POSITION MONITOR UPDATE
During the week, we followed up on last week’s ONEM Black Book by speaking with the Regional Sales Director of a national professional employer organization (PEO) who provided helpful color for our model and assumptions. On Monday’s Health Care Check Up, we will cover:
- Additional ONEM Materials | Notes from our call, additional city/market analysis, and app download data
- ADP and BLS Employment Reports | Implication for a recovery in healthcare spending
- COVID Testing and MASI | We’ve been doing work on the post-COVID environment including testing, remote monitoring, and spending generally. As a result of initial review, we are adding Masimo Corporation to the short bench.
- New Look Fundamental Equity Quads | We continue to update and refine our FEQ framework, which focuses on the slope and acceleration of estimate trends. We’ll discuss the outcomes of our back tests and the most recent outputs which included a signal to cover AMN.
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Hedgeye Health Care Check- Up | ONEM | Employment | COVID Testing Data & MASI | New Look FEQ's Please join us on Monday, June 8, 2020 @ 10 AM ET - Add to Outlook Calendar Public: CLICK HERE for event details (includes video link and materials link). |
RECAP OF Recent EVENTS
ADP Employment Report | Health Care Employment Goes from Bad to Worse | May 2020
CLICK HERE to access the associated note.
The Future of American Health Care In A Post-COVID World
CLICK HERE for event details (includes video link and materials link).
Health Care Check- Up | ONEM Markets, Physician Turnover, TDOC on the "Other Side"
CLICK HERE for event details (includes video link and materials link).
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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