Say My Name: Graying America is a Golden Opportunity

73.1 Million Reasons to Cook

Alright listen up. Ryan Daniels over at William Blair seems to think this aging population is some kind of revelation. Newsflash: people get old. And these 'Baby Boomers' he's yapping about? By 2030 all 73.1 million of them will be kicking back trying to remember where they left their dentures. The 'true wave of growth'? Please. I've seen bigger waves in a bathtub but even I can see this a great opportunity to cook up something lucrative in this market. What's interesting is that these old timers want to stay at home rather than move into an assisted living facility so let's follow the money.

Aging in Place: Not Just a Trend It's Basic Chemistry

Seventy five percent of the geriatric crowd want to 'age in place,' as the AARP survey says. That's what they want. What they NEED what they're going to DEPEND on is in home care telehealth and all the smart home gadgets they can get their shaky hands on. You see it is chemistry this is basic chemistry. Like when you cook. I mean as long as you have the right elements.

Home is Where the Money Is B*tch!

Home healthcare is where the real money's at or so Daniels claims. Personal care skilled home health hospice the whole shebang. According to this guy Addus HomeCare is the golden goose and William Blair is so sweet on them. They even gave the stock an 'outperform' rating. As they say money is the universal solvent. Whether it dissolves problems or creates them depends on the solute!

Addus HomeCare: More Than Just Helping Old Folks

So Addus HomeCare is supposedly killing it. First quarter earnings beat expectations and everyone's all hopped up on the stock. I'm not one for following the herd but even a blind dog finds a bone every now and then. Maybe it's time to keep an eye on this one. Who knows could be fun.

Smart Homes and Social Needs: The New Blue Sky

Beyond the obvious smart home gizmos Daniels is pushing this idea that technology analyzing 'social needs' data is the next big thing. Apparently knowing what kind of pudding the old folks like helps prevent 'acute care events.' Sounds like a load of hogwash to me but hey if the health plans are throwing money at it who am I to argue? Just because you shot Jesse James don't make you Jesse James.

Phreesia: Data Mining for Geriatrics

And here's where Phreesia comes in. Supposedly they're screening for 'social determinants of health,' whatever that means. If they say so. William Blair seems to think Phreesia is the bee's knees too. All this data collection and 'real time discussions' sound like a privacy nightmare. But hey at least they are in the 'buy' rating and the average price is expected to jump up 31%. Just remember tread lightly. After all you never know when a Heisenberg might be lurking in the shadows.