Investment Analysis and Reflections

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I reflect on my journey thus far, mistakes that I made last year, and how I plan to adjust my process going forward
Richard
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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
2
By empowering restaurants to own their digital future, Olo occupies a unique position in the huge but fragmented restaurant tech landscape
Richard
4
Can GoodRx build a sustainable business on top of drug discounts?
Richard
9
Redefining real estate in the consumer's favour
Richard
A hyper-growth disease prevention nano-cap with big ambitions and a cheap valuation
Richard
By empowering health consumers to access affordable healthcare, GoodRx is becoming the first stop on any healthcare journey.
Richard
1
Teladoc is now in a unique position to spearhead the adoption of virtual care and new payment models and the implications are enormous
Richard
8
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Investment Analysis and Reflections

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