Jun 01, 2023 / 12:00PM GMT
Lance Arthur Wilkes - Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst
It looks like we're the first one in the morning. So we'll -- I expect a few more people to join us. I know we've got a big crowd this year. So Lance Wilkes, the healthcare services analyst for Bernstein, and really excited to have everybody here. I'm going to let Gail introduce herself and we'll go through a fireside chat. We've got a pigeonhole that will be open.
Just as background, Elevance is one of my top picks. One of the things like -- I'll share with the audience the one sentence that I've been using with Elevance very frequently to try to describe our investment thesis in the name has been -- this is a company with more members than United, 1/4 of the market cap, probably largely due to a perceived lack of a services business. And I would say the top priority that you seem to have instilled in the company is the creation of this services business and the unlocking of the margin potential there. So to us, that's why it's consistently our top like 5-, 10-year pick. So I think this ought to be a
Elevance Health Inc at Sanford C Bernstein Strategic Decisions Conference Transcript
Jan 22, 2024
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