Analyst
Stephens
Equibles does not estimate personal net worth.
Scott Fidel is recorded as Analyst at Stephens. Scott Fidel has spoken on 7 earnings calls across 6 companies, most recently for Molina Healthcare, Inc. on February 6, 2026. Those appearances were for Ardent Health, Inc. (ARDT), Molina Healthcare, Inc. (MOH), Encompass Health Corp (EHC), HCA Healthcare, Inc. (HCA), Elevance Health, Inc. (ELV) and 1 other company. The companies whose calls Scott Fidel spoke on are classified in the Healthcare sector.
“Just so I'm interested in how you're thinking about what's called maybe sort of underwriting around new business development.”
“First question, just would appreciate if you can give us an update into just how the JV pipeline and conversations are developing or sort of, you know, in flight here early in 2025.”
“At the midpoint, it would imply a modest around 30 basis point contraction year over year, obviously a very strong year in 2024. You know, just to, I guess, sort of put a fine pen on that, what would you say sort of be the drivers of that?”
“I wanted to stick on the policy side and was curious just in understanding it's clearly still very early, but if you've done any type of preliminary analysis around Trump's tariff proposals and if you think there could be any net effect or economic impact from that, And then also from some of the recent executive…”
“I want to just get clarification and then a question just on the clarification would be appreciate Mark's comments on the operating margin dynamics for Caroline by 27.”
Stephens
Analyst
Source not stated
ARDT
Medical Care Facilities · Healthcare
Medical Care Facilities · Healthcare
Medical Care Facilities · Healthcare
