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Randy Baron - International Truffle Hunting

The Business Brew

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Is There a Career in Healthcare?

If you were looking for sectors to go truffle hunting in today, I would argue healthcare is probably one of them. You've had a lot of innovation being assigned negative value from the markets. We know that X is a great example because this was a unicorn. This was a billion dollar valuation at peak. Last year, it was down, you know, call it November of 21 through December of 22 was down 95%. Okay. So I think what you said earlier, which would apply is you allocate a little bit and then as they continue to execute, you can build into that position.

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