January 9, 2007
"I love this industry, and I think there's room for both [National Research] and [Health Grades] to profit...The thesis is simply that health care spending will continue rising at record rates. There's no disputing that fact. Yet as more and more money comes from the government and from insurance companies, there's going to be much more interest in measuring the effectiveness of that spending. Moreover, with the Internet, consumers are going to be much more interested in seeing what the world thinks of their local doctors and hospitals. Look for [Health Grades] to grow fast or get acquired."