Gustavo Ballvé on February 2nd, 2012
Corporate Strategy, Food for thought, Healthcare, Home, Industries, Investment Themes, Portfolio Management

Interesting, short interview with Athenahealth CEO Jonathan Bush in a recent Fortune issue. Very interesting reminder of the sometimes almost insurmountable barriers of inefficient habits and practices in some sectors – “old habits die hard” indeed. The potential for IT-based revolutions in healthcare is huge, however the questions of “when” and “how” are, as per this example, still hard to answer. Picking winners in such uncertain realms is not within most investors’ circles of competence, yet keeping track of the “cost control/ accountability” trend in HC is vital.

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