Archive - Ebrahim Barkoudah MD Substack (Views are my own)

The Endowment Exemption: Nonprofit Hospitals Are Sitting on Billions

By Ebrahim Barkoudah, MD, MPH, MBA, FACP, SFHM, FACHE

8 hrs ago • Health Care Economics Dr. B

March 2026

Financial Engineering Drove 40% of Hospital PE Returns. Operational Efficiency Drove 1%. We Need to Talk About That.

By Ebrahim Barkoudah, MD, MPH, MBA, FACP, SFHM, FACHE

Mar 29 • Health Care Economics Dr. B

0:22

Financial Engineering Drove 40% of Hospital PE Returns. Operational Efficiency Drove 1%. We Need to Talk About That.

By Ebrahim Barkoudah, MD, MPH, MBA, FACP, SFHM, FACHE

Mar 29 • Health Care Economics Dr. B

A 10x Multiple Spread Within One Healthcare Subsector - That’s Not a Market - That’s an Arbitrage

By Ebrahim Barkoudah, MD, MPH, MBA, FACP, SFHM, FACHE

Mar 28 • Health Care Economics Dr. B

0:28

A 10x Multiple Spread Within One Healthcare Subsector - That’s Not a Market - That’s an Arbitrage

By Ebrahim Barkoudah, MD, MPH, MBA, FACP, SFHM, FACHE

Mar 28 • Health Care Economics Dr. B

Healthcare PE Outperforms by 520 Basis Points. The Real Question Is Why.

By Ebrahim Barkoudah, MD, MPH, MBA, FACP, SFHM, FACHE

Mar 26 • Health Care Economics Dr. B

0:42

Healthcare PE Outperforms by 520 Basis Points. The Real Question Is Why.

By Ebrahim Barkoudah, MD, MPH, MBA, FACP, SFHM, FACHE

Mar 26 • Health Care Economics Dr. B

Automating the Bottleneck Isn’t Fixing It. The Real Capacity Problem Is Upstream

By Ebrahim Barkoudah, MD, MPH, MBA, FACP, SFHM, FACHE

Mar 25 • Health Care Economics Dr. B

1:15

Automating the Bottleneck Isn’t Fixing It. The Real Capacity Problem Is Upstream

By Ebrahim Barkoudah, MD, MPH, MBA, FACP, SFHM, FACHE

Mar 25 • Health Care Economics Dr. B

Nobody Is Watching the National Curve

By Ebrahim Barkoudah, MD, MPH, MBA, FACP, SFHM, FACHE

Mar 21 • Health Care Economics Dr. B

0:42

Nobody Is Watching the National Curve

By Ebrahim Barkoudah, MD, MPH, MBA, FACP, SFHM, FACHE

Mar 21 • Health Care Economics Dr. B

Speed Isn’t the Clinical AI Problem. Liability Is.

Every hospital in the country is evaluating AI decision support tools right now. Most are asking the wrong question.

Mar 19 • Health Care Economics Dr. B

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts