Category: Healthcare

Google To Dissolve Google Health

Google To Dissolve Google Health

Google Health's CEO is to become Cerner's CEO. Google will allocate its Health projects to different parts of the organization. This wreaks of government interference. Cerner and Epic are two prime examples of large, established Healthcare IT players that should have been acquired by some combination of Amazon, Apple, Google or Microsoft by now. The … Continue reading Google To Dissolve Google Health

SS&C Technologies Is Worth A Look

SS&C Technologies Is Worth A Look

Many investors were waiting for SS&C Technologies (ticker: SSNC) to return to organic revenue growth. The company recently checked that box in Q1 2021 and organic growth accelerated in Q2 (read more HERE). SSNC remains a relative value versus the peer group at 23x Enterprise Value to Trailing Operating Cash Flow. Further, SS&C is generating … Continue reading SS&C Technologies Is Worth A Look

Alphabet Is The AI Alpha Dog

Alphabet Is The AI Alpha Dog

Amazon, Apple and Microsoft will never catch the AI leader. Google's AI capability will become increasingly sophisticated (we use "AI" as a catch-all for artificial intelligence, machine learning, deep learning and related disciplines), with time and will evolve at a faster rate than Amazon, Microsoft and certainly Apple. Google on-device applications such as Google Assistant, … Continue reading Alphabet Is The AI Alpha Dog

Healthcare and Technology To Enjoy Fastest Jobs Growth

Healthcare and Technology To Enjoy Fastest Jobs Growth

It should come as no surprise that the Healthcare Services and Technology industries will drive jobs growth for the foreseeable future. We examined figures published by the Bureau of Labor Statistics which we believe are directionally correct even through we do not completely agree with BLS data classification methodologies. Non-hospital Healthcare services (shaded in yellow) … Continue reading Healthcare and Technology To Enjoy Fastest Jobs Growth

AWS Would Do Well To Focus On The Healthcare and Government Sectors

AWS Would Do Well To Focus On The Healthcare and Government Sectors

Earlier this week Amazon (tkr: AMZN) announced that Adam Selipsky would become AWS' next CEO. Current AWS CEO Andy Jassy will become Amazon CEO later this year as founder Jeff Bezos will hold only the Executive Chairman title. Selipsky previously spent 11 years at AWS before becoming CEO of Tableau which was acquired by Salesforce … Continue reading AWS Would Do Well To Focus On The Healthcare and Government Sectors

The Marriage of Big Tech and Big Government

The Marriage of Big Tech and Big Government

A Big Tech vs. Big Government showdown is far less likely than a marriage of the titans. Whether it be Google's search monopoly, the Facebook/ Twitter/ TikTok social media oligopoly, the AWS/ Azure/ GCP oligopoly, the App Store/ Google Play duopoly, or the iOS/Android duopoly, the amount of power and influence concentrated among the world's … Continue reading The Marriage of Big Tech and Big Government

A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.

A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.

Cerner, Epic, Microsoft, Oracle, Salesforce and more will spearhead the Vaccination Passport. Tickers mentioned: AAPL, AMZN, CERN, CHNG/UNH, CRM, FB, GOOG, MSFT, ORCL, RAMP One could argue that we already have National ID cards. Our digital footprint serves as a unique identifier and is easy to aggregate using cross-device tracking technology served up by Google, … Continue reading A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.

Artificial Intelligence Is Electricity 2.0

Artificial Intelligence Is Electricity 2.0

AWS, Azure and GCP are to thank in large part for the proliferation of applications powered by broadly-defined AI. The big three remote server platforms have made it increasingly easy for companies of all sizes from all industries to build applications that incorporate core AI, machine learning, deep learning and related capabilities. A wide variety … Continue reading Artificial Intelligence Is Electricity 2.0