Medicaid expansion is coming — but not the way Obamacare predicted. The Affordable Care Act hoped to broaden Medicaid to include any patients under......(read more)

It’s a topsy-turvy time for health care reform. Fights break out at the federal and state level about Affordable Care Act provisions. Details of......(read more)

In last month’s brief earnings call, Express Scripts Holding Company (NASDAQ:ESRX) CEO George Paz happily announced a better than expected outlook......(read more)

Will investors viewing Obamacare as a boon for health insurers regret their enthusiasm? Only time will tell if the law pays off for these companies, but......(read more)

Most hedge fund managers can only dream of breaking the “billion-dollar ceiling” of the big leagues, and they remain content with a critical mass......(read more)

Most hedge fund managers can only dream of breaking the “billion-dollar ceiling” of the big leagues, and they remain content with a critical mass......(read more)

When Roberto Mignone graduated from Harvard Business School, he joined John Griffin at Blue Ridge Capital. Right before his 29th birthday in July 2000......(read more)

Roberto Mignone’s Bridger Management keeps their returns extremely secret. They do extensive analysis and follow a long/short strategy. Wall Street......(read more)