Remember when a few years ago Amazon announced it would revolutionize healthcare, partnering with heavyweights Berkshire Hathaway and J.P. Morgan? The idea was to experiment with their own employees and eventually roll out some high-tech-enabled platform to other employers. Using big data, AI algorithms, and various telehealth services, Amazon promised to improve primary and urgent […]
Why do some investment firms send out alerts to subscribers explaining large stock price increases? That’s not what investors want to know. Look up any given stock and you’ll find that their questions always relate to some unknown calamity. When bad things happen, people turn to the Ministry of Truth for an explanation. Rarely will […]
Because the pandemic has become political, you’re sticking your neck out when you say stuff like this, but here it goes. What if the mortality rate was really serious, like in the double digits? Would people behave differently? Perhaps, but a low mortality rate that increases with age isn’t a big concern for many of […]
Regular readers of Nanalyze may have noticed that we don’t cover too many startups these days. That’s partly because you’ve let us know that you’re most interested in learning about investment opportunities available to retail investors. Many people who invest in private companies are folks who shower in the morning and don’t have to pull […]
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 […]
It seems mental health is on everyone’s mind of late. Our MBAs have been working like crazy to keep up with what has suddenly become a very tech-dominated industry, especially in the area of telehealth. It wasn’t that long ago (nearly 18 months to be exact) that we first published a list of some of […]
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 […]
One of the big challenges over the last year or so – aside from deciding when it was safe to get a haircut again – is teasing out the ephemeral from the existential when it comes to investing in the stock market. We’ve referred to this as the remote connectivity investment thesis. Basically, investors are […]
It’s probably no surprise that money is pouring into life sciences and healthcare startups during the biggest medical crisis in a century. CB Insights reported that global healthcare funding hit a new record $31.6 billion in this first quarter of 2021. It’s also no shock that the two biggest trends – artificial intelligence and telehealth […]
Our MBAs have been working overtime trying to cover all of the companies entering the public markets, so our lovely readers can separate the wheat from the chaff. And most of you know how chafed we’ve felt over the deluge of blank-check companies merging with pre-pubescent, pre-revenue startups that offer only suffering and sorrow for […]