B2C, Compliance and Economy - Financial Advisor Source

Transcript: David Roux, BayPine, Silver Lake Partners

The Big Picture

DECEMBER 10, 2024

It’s underappreciated for the strategic value that it plays in the economy, but you’re investing in the wrong companies at the wrong price. ’cause it had been very much a kind of B2C phenomenon, right? My observation was this, which is, is that I said, you know, this tech thing, it’s only 10% of the economy.

Engineering

Engineering Consulting Manufacturing Investing

Transcript: Annie Lamont, Oak HC/FT

The Big Picture

NOVEMBER 4, 2024

So if you can manage drug compliance better, and most importantly, the easiest but not easy thing to do is to keep people out of the hospital appropriately. 00:44:44 [Speaker Changed] Ju literally just had this conversation yesterday with my head of compliance. And drug costs. Nobody wants to be at a hospital.

Healthcare

Healthcare Medical Investing Investments

Financial Advisor Source

Transcript: David Roux, BayPine, Silver Lake Partners

Transcript: Annie Lamont, Oak HC/FT

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