U.S. health care stocks got a jolt last week when Amazon, Berkshire Hathaway (BH) and JP Morgan Chase (JPMC) announced their entry into the health care business to improve cost and health outcomes for their employees. While there had been rumors about Amazon getting into health care, many were surprised by BH and JPMC joining(...)
About Dinesh Ganesan
Posts by Dinesh Ganesan:
Fixing a Broken Model
Imagine going to your mechanic with a burned-out headlight. It should be a clear-cut replacement. Instead, the mechanic reprograms your engine control unit, realigns your suspension and flushes all your fluids. It takes the whole afternoon and costs many times over what you’d budgeted. And when you pull out of the parking lot and flip(...)
All Paths Converge
My work focuses on numbers—accounts, assets, debt and equity. I live and breathe this stuff, so it was a welcome change to write a blog post—with very few numbers—about financial trends we at Johns Hopkins Medicine International are predicting for international collaborative health. Let’s start with the convergence among payors—particularly insurers—and what that might mean(...)