Epic Systems (MyChart)

Bullish:

• $EPIC - Epic Systems is viewed as a dominant player in healthcare IT with strong customer focus, market power, and potential for growth, especially with AI integration.

  • “Epic is absolutely customer obsessed. Again, CEO, CIO of hospital systems because if you deliver for them, you deliver for Epic in the long run.”

    Ben·2:00:06

  • “Epic is kind of the choke point of the industry at this point to decide what software innovations reach hospitals. I don't think it's overstating it to say if you're developing new breakthrough software to be used by physicians in hospital systems, Epic's kinda the one that gets to decide, are you gonna reach that customer or not?”

    Ben·2:40:03

  • “Epic becomes that system. Yep. All that to say, like every industry, AI has big potential here.”

    David·2:42:17

  • “As we talked about, there's probably pricing headroom at this point, which may or may not be great for their customers, but it's great for Epic, and they probably can start extracting more value if they wanted to pull forward some of the future into today.”

    Ben·3:43:29

  • “I mean, she's got a gold medal in the capitalism Olympics, so you gotta respect it.”

    Ben·3:49:19
• $HEALTHCAREAI - AI in healthcare, particularly in areas like ambient listening and medical documentation, is seen as having significant potential to improve efficiency and reduce administrative burden.

  • “There's a whole category called ambient listening. And one of the biggest complaints that people have with EHRs is doctors spend too much time in front of the computers. They're typing in notes. They're clicky clicky on nine different drop down boxes and alerts. [...] Oh my god. AI would be amazing for this if only there was an ambient listening AI scribe that could be writing down and categorizing and structuring all the data that comes out of an interaction with a physician. Well, good news. It's happening.”

    Ben·3:38:56
• $NINTENDO - Nintendo's plans for the successor to the Switch console are meeting fan expectations, suggesting potential for future success.

  • “Basically, everything on our Nintendo episodes that we've hoped Nintendo would do with the successor system to the Switch, they're doing.”

    David·3:51:13
• $HEALTHCAREIT - The healthcare IT sector, particularly companies like Epic, are seen as fulfilling long-standing goals in the industry.

  • “This is sort of the utopian dream that people have always had and, the Bush administration and the Obama administration had. Epic is finally doing it.”

    David·2:58:01
• $CONSTELLATION - Constellation Software is viewed positively as one of the few companies in the vertical market software industry comparable to Epic.

  • “The only other company I could come up with in the vertical market software industry that's also in this kinda big league is Constellation Software, of course.”

    David·3:48:44

Bearish:

• $HEALTHCAREADMIN - There's speculation about AI potentially reducing administrative costs in healthcare, though this is viewed as a long-term possibility rather than an immediate reality.

  • “Is there any real reason why this can't all be done by AI in the future? Why do we actually really need user facing software here or a lot of it? So, yeah, there may be some future where and this is, you know, a utopian type future, but a lot of the administrative bloat and costs in the system actually gets taken care of by Ambien AI sort of just sucking it all up here.”

    David·3:41:50