
A Deep Dive Into Markets And Investing
Bloomberg Intelligence
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Controlled Supply Chains in the Health Care Sector
We're very excited about industrial businesses that have control over their supply chains. We approved a deal just two days ago, for example, after a lot of work and a deep di acompany that manufactures inputs for other manufacturing processes. Ut we establish for ourselves that their supplies are domestic in the united states,. That their raw materials are shipped by train and truck, and that there is not a lot of commodity price wings take that same business with inputs coming from asia. And it would have been a very different picture. The health care services companies have been doing a good job of controlling their labor cost - something that we haven't seen in some prior cycles. It's an area we continue to
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