Stephanie Davis

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Tech

Situational Awareness: Leopold, Leverage, and the Case for Going Long Healthcare

Christina Farr and Stephanie Davis · August 4, 2026 · 9 min read

What the rise and fall of the hedge fund Situational Awareness tells us about the market

Markets

Inside the executive shake-up at Epic Systems

Christina Farr, Ruth Reader and Stephanie Davis · July 18, 2026 · 10 min read

As a third veteran executive departs, the EMR giant faces a major leadership shift just weeks ahead of its annual user conference.

Care

Oura’s IPO Could Become a Watershed Moment for Women’s Health

Christina Farr, Stephanie Davis and Ruth Reader · May 27, 2026 · 7 min read

From fertility and menopause to sleep and recovery, Oura is building one of the largest consumer health datasets focused on women.

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Markets

Why Talkspace’s sale to Universal Health Services is actually a ‘modest win’ for the health-tech industry

Christina Farr and Stephanie Davis · March 10, 2026 · 7 min read

A healthcare VC/former journalist and equities research analyst team up for the hot take!

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Markets

Why Bankers Think There Will Be A Lot More Health-Tech M&A This Year

Christina Farr and Stephanie Davis · February 7, 2026 · 8 min read

Market conditions finally make sense.. but with a caveat.