November 16, 2021.

(Maciej Kopaniecki)

Shake it off…

Markets & Macro Infrastructure Bill Signed Into Law The infrastructure bill was officially signed into law yesterday. It is the largest federal investment into infrastructure in more than a decade.

Cano Health: A Bet on Value-Based Primary Care

On yesterday’s ROIC-only stream, a member called in to take another look at Cano Health (CANO). Cano Health went public in June after merging with Barry Sternlicht’s SPAC. Justin gave