Hawaiian Electric, Spirit AeroSystems, Yellow Corp DIP, Stalking Horse, FTX, Genesis
This week’s episode includes recaps of new coverage names Hawaiian Electric and Spirit AeroSystems, In-Court Action in Yellow Corp, FTX and Diamond Sports and potential restructurings from Mallinckrodt, Pure Fishing, Cano Health and Tenneco.
And, as always, Reorg’s Kate Thomas presents a preview o…
Tuesday, February 6, 2024
The Biden Administration finalizes telehealth flexibilities for opioid treatment programs. Novo Nordisk’s parent company will buy a US-based facility reportedly to ramp up production of its blockbuster weight loss drugs. And senior-oriented primary care provider Cano Health files for bankruptcy. Th…
Healthcare Innovations & Value-Based Care with Soran Health Leaders- Jason Conger and Dr. Marlow Hernandez
Host Roy Bejarano sits down with Jason Conger and Dr. Marlow Hernandez, co-founders of Soran Health, to discuss how healthcare innovations are reshaping value-based care. They explore the challenges of public ownership in healthcare, the importance of payer-provider partnerships, and how data-drive…
Cano Health: Provider With Game-Changing Incentive System
Edward Chang of Pledge Capital presented his in-depth investment thesis on Cano Health (US: CANO) at Best Ideas 2022.
Cano Health: SPACs, Roll-Ups, Billionaires, and Bankruptcy | Investing Is Hard (Ep. 3)
SumZero Cano Health Pitch (YouTube)
Barry Sternlicht resignation letter (PR Newswire)
Karst Research on X
Karst Research Substack
Disclaimer: Educational content only—not investment, legal or financial advice. I hold no position in securities mentioned as of recording. Opinions are my own.
Cano Health: Provider With Game-Changing Incentive System
Edward Chang of Pledge Capital presented his in-depth investment thesis on Cano Health (US: CANO) at Best Ideas 2022.
E185: Angi Jennings on Rebuilding Cano Health From the Inside Out
What does transformation actually look like inside a healthcare organization after the headlines fade away?
In this episode of the Advancing Healthcare Innovation Show, Michael Stamatinos sits down with Angi Jennings for a raw and honest conversation about operational transformation, leadershi…
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