Molina

This is a thought experiment:  What if Amazon really wanted to go all in in the health care sector?  What might that look like?  What would their strategy be?  Where could they deliver value? Amazon looks for industries that are not sensitive to the customer, that have profits or premium pricing based on barriers to entry (often capital related), and looks to exploit those opportunities. It’s pretty straight forward.  And, whether that industry is cloud storage space or groceries or “last mile” distribution networks, Amazon is thinking about it...

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