Investment Analysis and Reflections
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2022 Reflections
I reflect on my journey thus far, mistakes that I made last year, and how I plan to adjust my process going forward
Richard
Jan 13
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2022 Reflections
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Cardlytics – The Largest Advertising Platform You’ve Never Heard Of
Cardlytics is an emerging monopoly with privileged access to half of the purchase transactions in the US which it uses to deliver targeted card-linked…
Richard
Aug 18, 2022
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Cardlytics – The Largest Advertising Platform You’ve Never Heard Of
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Olo: Building The Shopify For Restaurants
By empowering restaurants to own their digital future, Olo occupies a unique position in the huge but fragmented restaurant tech landscape
Richard
Feb 5, 2022
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Olo: Building The Shopify For Restaurants
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GoodRx: Groupon or Google?
Can GoodRx build a sustainable business on top of drug discounts?
Richard
Sep 2, 2021
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GoodRx: Groupon or Google?
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Redfin Deep Dive
Redefining real estate in the consumer's favour
Richard
Jul 10, 2021
14
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Redfin Deep Dive
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Newtopia - Livongo 2.0?
A hyper-growth disease prevention nano-cap with big ambitions and a cheap valuation
Richard
Mar 21, 2021
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Newtopia - Livongo 2.0?
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GoodRx: The Frontdoor to Healthcare
By empowering health consumers to access affordable healthcare, GoodRx is becoming the first stop on any healthcare journey.
Richard
Nov 22, 2020
29
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GoodRx: The Frontdoor to Healthcare
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Teladoc Health: Reshaping Healthcare
Teladoc is now in a unique position to spearhead the adoption of virtual care and new payment models and the implications are enormous
Richard
Oct 21, 2020
17
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Teladoc Health: Reshaping Healthcare
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Investment Analysis and Reflections
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