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9May, 2018
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Healthcare Transformation: Walmart & Humana (Final)

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In our last couple of blogs, we have expressed our excitement about a potential deal between Walmart (WMT) and Humana (HUM).  The latter, a company I have known very well for 20 years, as they are a dominant player in my home market in South Florida.  I have had contracts with Humana for most of my 25 years in healthcare, and a company I founded and grew to modest size is part of Humana today. I think a combination of Walmart and Humana is like none other I have seen […]
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12Apr, 2018
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Healthcare Transformation (Part 2): Walmart & Humana

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In our last blog, we left off with the recent announcement that Walmart (WMT) was looking to acquire Humana (HUM) teasing that this combination could be different. Over the last year, we have frequently discussed what combination of merging companies we thought were not going to work, for example, our series on “Silicon Valley and Healthcare.”  The series broke down what Silicon Valley companies could or could not do in healthcare. I also wrote about the announcement that Amazon, Berkshire and J.P. Morgan Chase (JPM) were going to partner to […]
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