How will the healthcare look like by 2030?

The bullish story here is that a new opportunity has emerged, especially in the Medicare Advantage market, for a new business model that serves patients better. It uses an integrated approach with value-based incentives in order to enable a better customer experience, and to save on costs by preventing hospitalizations.

Affirm for healthcare: Some systems are more amenable to market-driven, bottoms-up evolution than others. I don't believe the American healthcare system is one of them. The root causes of our healthcare affordability crisis are perverse incentives that demand top-down intervention, from increasing payor investment in preventative medicine and prima... See more

This is why my bet is that the biggest winners in healthcare going forward will be ones that: