Incremental Insights #101
The best of what I read, listened to, and watched during the week.
The Whirlwind is Upon Us
We haven’t seen stock dispersion like this since 1999.
Ensign: The Nursing Home Empire Built on Fatal Neglect
Is Ensign (ENSG) boosting profits by staffing nursing facilities below what sicker patients need while still collecting public reimbursements?
Organs Through a Subscription!?
TransMedics turned a transplant device into “Transplant as a Service”: fly teams and organs on its own jets, charge ~$120k per case, and lock in hospitals with logistics switching costs.
He Wrote the Book on Bubbles | Edward Chancellor on If AI is Different
Why transformative technologies can still produce terrible returns for investors.