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Podcast #66 - Healthtech with Richard Chu
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This week we had the pleasure of connecting with healthtech expert investor Richard Chu (@richard_chu97). Richard shares his thoughts on the healthtech sector, his key investments in this area including GoodRx, Doximity, and OptimizeRx, and also how he saw the writing on the wall for Teladoc Health and exited early, avoiding the share price slump that has hurt our own returns this year!
You can read more about Richard at his substack (https://richardchu97.substack.com/), and through Luca Capital (https://www.lucacap.com/), parent company of Saga Partners where Richard is a lead research analyst.
Companies mentioned in the discussion include TDOC, GDRX, DOCS, OPRX, ZM, AAPL.
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