AI Healthcare

IQVIA: A Leading Digital Healthcare Stock

Data is the new oil. It’s a phrase that regular readers will recognize, but we can’t take credit for coining it. The credit actually goes to a British data scientist named Clive Humby. Of course, it took a marketing guy to point out that raw oil must be turned into a product like gas or […]

Lux Capital Launches Digital Health Solutions ETF: EKG

When it comes to getting the most diversification bang for your buck, it’s hard to beat exchange traded funds (ETFs) which typically offer the performance of whatever index they’re tracking for a reasonable expense ratio. While ARK Invest made waves by releasing active ETFs that attempted to beat the markets, your typical ETF simply tracks […]

Renalytix Stock: Where Are the Meaningful Revenues?

One disadvantage of having a living investment methodology is that as things change, you need to go back and revisit previous conclusions that may have changed. For example, we instituted a rule that prevents us from investing in any firm with a market cap of less than one billion dollars. That’s because the smaller a […]

Why We No Longer Like Volpara Health Stock

There are stocks that you want in your portfolio because the technology sounds cool or the company is on a mission to save the world, or because you don’t want to miss out on the latest craze like cryptocurrency or pot stocks. That’s actually called motivation, because there are no inherent good reasons why you […]

AbCellera Stock: Why We Love the Uncertainty

In numerous studies, psychologists have found that rewards of an uncertain magnitude and timing are more motivating than rewards that are certain and expected at fixed intervals. Think about how you might perceive that boring monthly salary vs. a stock options award at bonus time. This psychological phenomenon is what makes certain activities such as […]

Top Digital Health Companies That Amazon is Backing

Earlier this month, we profiled the latest frontline battle between Walmart (WMT) and Amazon (AMZN), with both retailers investing heavily in autonomous vehicle delivery. But that’s a mere skirmish compared to a much bigger prize: the $8.5 trillion global healthcare market, with the United States accounting for more than 40% of all spending at $3.65 […]

Definitive Healthcare Stock: Commercial Intelligence SaaS

It’s easy to understand why the market assigns a premium to software-as-a–service (SaaS) business models. Typically, such companies have a broad customer base with no single customer accounting for more than a small fraction of revenues. They’re usually high-growth companies where the more customers brought on board, the higher the margins. And most importantly, they […]

HeartFlow Stock: Using AI to Combat Heart Disease

The older you get, the more you start to understand why old people spend so much time talking about their health problems. It usually starts in your mid-40s when you realize you’re at the age where you should get regular health screens. You go in for bloodwork, and the doctor says you have high cholesterol. […]

Babylon Health Stock: Value-Based Care Using Telehealth

Last year, we judged Teladoc (TDOC) as the best investment into the telehealth theme – and that was just a few months before the company’s $18.5 billion blockbuster acquisition of Livongo, which developed an AI platform for managing chronic diseases like diabetes. The business model is all about providing services virtually through apps, chats, and […]

5 AR/VR Companies Using Artificial Intelligence

A few years ago, it seemed like every other article we wrote was about artificial intelligence, while lamenting the fact that there were few pure-play AI stocks on the market. Today, there’s no lack of variety for investors to put money into AI stocks. Half of the 16 articles we’ve written specifically on AI this […]