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- Allscripts: Notes from NYC Investor Conference
- Daniel Andres Jacome submits: I am getting incrementally bullish on the investment thesis underlying Allscripts (NASDAQ:MDRX). Allscripts, which is the nation’s leading electronic health records EHR and e-prescribing player, recently merged with Misys Healthcare (a unit of UK-based Misys plc), itself a major player in the practice management systems...
- External links 2008-10-29
- athenaHealth: Don't Curb Your Enthusiasm Just Yet
- Daniel Andres Jacome submits: Introduction When it comes to diagnostic imaging, drug eluting stents, and hip replacements, healthcare technology in America is without a doubt the best in the world. Sadly, it’s a recurring nightmare when it comes to information technology within hospitals and small...
- External links 2009-01-02
Additional Resources
- Johnson & Johnson Profit-Taking Likely, Offering Better Entry Point
- Daniel Andres Jacome submits: Shares of Johnson & Johnson JNJ quietly reached a new 52-week high Friday. This caught our attention, since it at once seemed out of the ordinary, but somewhat comforting, as the recent economic weakness has likely pushed portfolio managers to add to defensive stocks like...
- External links 2008-08-11
- comScore 1, Google 0
- Daniel Andres Jacome submits: At $22 per share, comScore (NASDAQ:SCOR) trades at a discount to an estimate of discounted free cash flow of $27 per share. A recent product announcement by competitor Google (NASDAQ: GOOG) has excessively re-priced comScore for risk and given investors a short window to own...
- External links 2008-08-25
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