Hospital Research Call

Just spoke with a hospital CEO through Stream Research Group. He thinks total hospital wages are up 10% – 15% and payroll is about 40% – 60% of expenses. Hospitals are only getting 2% price increases so margins are compressed or turning negative System is going towards a few large chains, higher costs, and longer … Read more

Deep Knowledge Investing in Inside Asian Gaming

I’ve mentioned previously that I’ve read Inside Asian Gaming every night for the past 8 years.  It’s the best publication available to keep up with the largest gaming market in the world.  Today, we’re pleased to announce that Deep Knowledge Investing has its own mention in the Macau Gaming paper of record. Please check out … Read more

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