healthcare

8 statements across 8 episodes · 4 bullish · 1 bearish · 8 people on the record · first statement Mar 25, 2019 by Jordi Visser · across every show →

Everything said about healthcare, oldest first

Mar 25, 2019 bullish
Prediction Not checkable as stated
Next decade of market excitement will center on longevity and healthcare
“I think the next 10 years is going to be about longevity and advances in healthcare, and I think that's going to be the most exciting thing.”
Jordi Visser Mar 25, 2019 ▶ 1:09:21 Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Sep 2, 2021 neutral
Insight
Garfinkel: Many Healthcare Startup Exits Occur Between $200M and $400M
“In the world we live in, in healthcare, many of the exits are in the 200 to four hundred million dollar range.”
Jan Garfinkel Sep 2, 2021 ▶ 33:06 Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
Jan 24, 2022
Insight
Grinda: Startups should ask forgiveness not permission, except in healthcare and fintech
“So lessons learned I suspect is in intrapreneurship, you want to ask for forgiveness and not permission, except in two exceptions. One is healthcare and where you definitely don't want to be lying on like the effectiveness of your underlying drugs and processe…”
Fabrice Grinda Jan 24, 2022 ▶ 19:02 Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
Feb 14, 2022 bullish
Prediction Held up
Kayden: Telemedicine consumer behavior shifts will not reverse
“That's also true of healthcare where telemedicine had been something been talked about forever. And all of a sudden overnight, It catalyzed a massive change in consumer behavior, and it's not going to go back the other way going forward.”
Joelle Kayden Feb 14, 2022 ▶ 28:51 Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
Mar 7, 2022 neutral
Disclosure
Lamont: One-third of Oak HC/FT deals sit at the healthcare-fintech intersection
“Fintech and payments is really embedded in every industry, and it's one of the reasons there was incredible conversions between healthcare and fintech, two highly regulated industries, but a third of what we do is the overlap between these two sectors.”
Annie Lamont Mar 7, 2022 ▶ 21:17 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
Aug 1, 2022 bullish
Opinion
Samuels: Chinese Healthcare Offers Tremendous Returns Despite Allocator Fears
“We think that healthcare is for sure a theme in healthcare in China. China's a little scary for a lot of people right now. It was a big part of a lot of portfolios, and I would say it's a little scary for investment committees to think about committing new cap…”
Sarah Samuels Aug 1, 2022 ▶ 42:54 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Nov 13, 2023 negative
Opinion
Heitzmann: Healthcare is the largest US GDP segment with the lowest ROI
“Healthcare is the biggest part of our GDP. It's the fast-growing part of our GDP, and probably as a country, It's the lowest ROI of our GDP. If you look at the amount the US spends on healthcare and the impacts and outcomes, it's not that great compared to alm…”
Rick Heitzman Nov 13, 2023 ▶ 47:39 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
Apr 28, 2025 bullish
Assertion Contradicted
Bitar: Central American healthcare is growing 10% to 15% annually
“Healthcare is growing like 10 to 15% growth annually, which is very attractive to us.”
Rodrigo Bitar Apr 28, 2025 ▶ 31:16 Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
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