I reflect on my journey thus far, mistakes that I made last year, and how I plan to adjust my process going forward
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…
By empowering restaurants to own their digital future, Olo occupies a unique position in the huge but fragmented restaurant tech landscape
Can GoodRx build a sustainable business on top of drug discounts?
Redefining real estate in the consumer's favour
A hyper-growth disease prevention nano-cap with big ambitions and a cheap valuation
By empowering health consumers to access affordable healthcare, GoodRx is becoming the first stop on any healthcare journey.
Teladoc is now in a unique position to spearhead the adoption of virtual care and new payment models and the implications are enormous
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Investment Analysis and Reflections