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The Healthcare Bubble No One's Talking About (with Dr. Bradley Gibson)
A practicing pathologist explains why DaVita, UnitedHealth, and Natera are playing fundamentally different games — and why one of them could break first.
Investing in healthcare stocks requires a different framework than semiconductor investing. In this excerpt from a CSI live Q&A, we sit down with Dr. Brad Gibson — a practicing pathologist and private-practice partner — to break down how the US healthcare system actually gets paid, and what that means for stock picking.
Brad walks through four investable buckets: medical service providers (DaVita, Natera, TransMedics), health insurers…
The skinny
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