you can listen to us on the bloomberg radio app or sirius sm.is bloomberg. ♪ hey how's it going, hotcakes? hotcakes. this place has hotcakes. so why aren't they selling like hotcakes? with comcast business internet and wifi pro, they could be. just add a customized message to your wifi pro splash page and you'll reach your customers where their eyes are already - on their devices. order up. it's more than just wifi, it can help grow your business. you don't see that every day. introducing wifi pro, wifi that helps grow your business. comcast business. built for business. emily: welcome back to the best of "bloomberg west" i'm emily chang. this week, we spoke to stephen kraus who heads up the firm's health care investing. after regulators found problem with the way they were gathering patient data. this came after the sanctioned theranos. take a listen. you have been investing in the space longer than newer investors. i wonder if you seen anything like this? >> it is amazing. for someone who cares deeply about putting products and services in the