Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day.

I'm your host, Christine Hargis.

It is currently October 20th, and if you listen to last week's episode you know that

Todd Campbell our regular health care contributor to this show is in the house

for a writers conference so we want to pre-record a couple of episodes and by the time you're listening to this listeners it will probably be at least November 2nd.

So Todd, welcome again to the show.

Oh, it's fantastic to be here and it's just wonderful to be able to sit with you and talk

about some really cool stuff that's going on in health care and helping our

you know listeners figure out how to make the most money from it all. It's been fun.

It's also been interesting to do two episodes in a row.

I mean, we've never done this before.

We record each week, day of.

I know, it's new territory for us, so, you know, bear with with us yeah I there are a couple of

podcasts that I listen to you that they do regularly record a couple of shows in a

row and they're very open about it and it's like oh okay yeah that makes sense

it's it's efficient so here we are

being all efficient professional so on today's show we wanted to talk a little bit

about the merger and acquisition landscape. It's something that is a really hot topic particularly in health care where you see a lot of consolidation, a lot of bigger companies snapping up smaller ones trying to boost their revenue by buying

out a company that's doing something great.

But there's also a lot of talk about is the space getting too hot, you know, is it too expensive,? Are companies overpaying? What are your thoughts

on a broad level there?

I think that they've gotten less expensive than they were, say, a year ago. I mean, we've seen

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