StrictlyVC Download Renowned Investor Kevin Ryan Thinks the Big Money Is in Healthcare
Oct 2, 2021
Renowned investor Kevin Ryan discusses his interest in healthcare, his investments in the sector, and his plans for a robotics fund and a social impact fund. The speaker emphasizes their long-term perspective, entrepreneurial mindset, and focus on high-risk/high-return investments. The chapter explores the concept of bankruptcies as a natural part of the business ecosystem and discusses the decrease in valuations of publicly traded companies. It also explores the challenges and success of starting a company, using the example of Gil Group.
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Healthcare Investing Rationale
- Kevin Ryan's interest in healthcare investing stems from systemic inefficiencies.
- He sees opportunities in fixing a broken system, unlike stable sectors like e-commerce.
Early-Stage Focus
- Kevin Ryan focuses on early-stage investing, using his own capital for higher-risk, higher-return opportunities.
- This approach allows flexibility for social impact initiatives, unlike traditional VC funds.
AlleyCorp's Team and Long-Term Vision
- Kevin Ryan has built a team at AlleyCorp with entrepreneurial and operational backgrounds, not investor experience.
- He retains a large stake in MongoDB, a company he started 14 years ago, now worth $30 billion.