Notes from the tables.
Short pieces that answer one question each from the catalogue, with the method and the rows. Each names the products it draws on.
California's quarterly hospital filings as an early read on the annual cost report
For 195 California hospitals on a calendar fiscal year, four HCAI quarters sum to a median 0.999 of the HCRIS annual revenue line, and the quarters are public roughly a year before the cost report; Tenet's six California hospitals show eight quarters through March 2026.
Which hospital operator has the most Medicaid exposure? A facility-level answer
Summed across FY2024 cost reports, Acadia, Ardent and Tenet carry the highest Medicaid share of inpatient days among listed operators, HCA carries the highest uncompensated care share, and all of them sit below the sector aggregate on Medicaid days.
Reading Medicare Advantage share four to eight weeks before the quarter
CMS publishes every Medicare Advantage parent's enrollment monthly, mid-month, so a quarter's three prints exist before the quarter closes; this note reads the March to August 2026 series for eight listed insurers and one county each of share loss and share gain.
Negotiated rates by payer at the same hospital: what price transparency says about who wins the contract
Across 15 HCA hospitals, UnitedHealthcare's case-rate median sits 24 to 46 percent below each hospital's own cross-payer median on nine high-volume MS-DRGs, while Cigna sits above on eight; at three Tenet hospitals the ordering reverses. The result only holds after filtering on rate methodology.
Who is buying home-health agencies, hospices and nursing homes: a year of ownership changes by acquirer
Twelve months of CMS ownership-change events for 975 home-health agencies, 642 hospices, 85 nursing homes and 17 hospitals, grouped by the organisation that took ownership, with the share that maps to a listed operator and a dialysis roster count by chain.
The PE diligence pack for a hospital target, built from public filings only
Oroville Hospital, an independent 153-bed nonprofit in Butte County, California, assembled from cost reports, HCAI quarterlies, Worksheet A-7, Care Compare, four exclusion lists and the MA county file in 13 queries; FY2024 revenue $405.1M at a 7.9% margin, a Q4 2025 operating loss, a one-star rating and readmission ratios above 1.0 on five conditions.
A weekly generic deflation index from the price pharmacies actually pay
The CMS NADAC survey gives a weekly acquisition price for about 30,000 drug codes; chained into an equal-weighted index it shows generic prices rising in early 2025 and falling 8.9% year over year by September 2026, with Dr. Reddy's, Amneal and Teva deflating faster than the median.