Healthcare Knuggets

Jan 24, 2026 Email 1: Subject: 🏥 Key Themes from JPM 2026 Content: – Specialty businesses dominate healthcare margins; commodity businesses are fading. – Big players like McKesson, Cencora, and Cardinal focus on owning physician relationships through vertical integration. – Oncology adjacent specialties and multispecialty areas represent new growth frontiers.

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Finance Knuggets

Jan 23, 2026 Subject: Insights on Executive Pay and Moonshot Incentives Content Summary: This detailed analysis emphasizes how executive compensation structures aim to incentivize CEOs to align with shareholder goals, particularly encouraging risk-taking for potential high rewards. It highlights that moonshot pay packages, widely popularized by Elon Musk, are designed

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