Medicare, every mention
9 scenes · ← back to Medicare
tap a year for its mentions
every year anyone Chris and Rob Michalik 2Brendan Ballou 2Andy Acker 2Tony Davis 1Michael Carmen 1Jonathan Lewinsohn 1Ash Williams 1Annie Lamont 1
Verbatim, from the transcripts: the passages where Medicare comes up
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 48:25 Jonathan Lewinsohn If there's a mix of commercial Medicare and Medicaid, we like larger businesses.
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
- ▶ 25:13 Chris and Rob Michalik It's a Puerto Rican Medicare Advantage HMO.
- ▶ 42:48 Chris and Rob Michalik We've had success building companies in hospice, in home health, in government Medicaid and Medicare HMOs.
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 18:04 Michael Carmen People like Jen Nettesheim, who's covered financial services for 20 plus years, or Ann Gallo, who's covered healthcare for 30 plus years, and understands the framework of, of how Medicaid and Medicare works.
Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
- ▶ 22:44 Brendan Ballou Look, ManorCare ultimately went bankrupt, not because of anything that we did, but because of changes in calculations on how Medicare disbursements happened. 2 times in the scene
Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
- ▶ 45:12 Andy Acker Another aspect is it would limit drug pricing for Medicare patients to no more than inflation. 2 times in the scene
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
- ▶ 48:01 Annie Lamont So I think that's been interesting, and I, I do think, like, the perspective on Medicaid and Medicare.
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
- ▶ 45:30 Tony Davis And I think that trades over because Medicare is going to go cashflow negative in the next few years.
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 20:55 Ash Williams And as a result, serious if not fatal diseases affected thousands of people, many of whom were on Medicare, Medicaid, and those on Medicaid, the states ended up paying the bill for a lot of that health care.