Case Studies in Valuation: Health Care Industry Analysis and More

From the 2010 Security Analysis and the Search for Value conference

Kenneth H. Shubin Stein, CFA, explores the health care sector, including applications of valuation approaches and the effects on revenues and margins of such external factors as health care and insurance reforms, disease, and demographics. He also presents case studies from the health care sector.


Photo of Kenneth H. Shubin Stein, CFA

Kenneth H. Shubin Stein, CFA, is founder of Spencer Capital Management, LLC. He is also an adjunct professor at the Columbia University Graduate School of Business. Previously, Dr. Shubin Stein worked as a portfolio manager for Promethean Investment Group and as co-founder and manager of Compo Asset Management, a U.S.-based value investment partnership that was merged into Promethean. He has also worked as a medical technology analyst for The Abernathy Group. Dr. Shubin Stein holds a BA degree from Columbia College with dual concentrations in pre-medical studies and political science. He is a graduate of the Albert Einstein College of Medicine.

This information is accurate as of the date of recording.



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Price (USD)

Members: FREE
CFA Program Candidates: FREE
Standard Rate: FREE
University: FREE


Length: 53min
Posted: 2/15/2011
Recorded On: 11/17/2010
CE Credits: 1.0 CE
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