Invest Like the Best with Patrick O'Shaughnessy

RRE Ventures - RRE Ventures - Raju Rishi, Nikita Singareddy, Jason Black - [Invest Like the Best, EP.201]

Nov 24, 2020
Join Raju Rishi, Nikita Singareddy, and Jason Black from RRE Ventures as they dive into the intricate world of healthcare investing. They discuss how COVID-19 has transformed the sector and the burgeoning opportunities for innovative startups. The trio highlights the importance of pricing transparency and consumer trends in this $3.6 trillion market. They also explore the potential of technology, machine learning, and reforms in clinical trials, noting how these changes can enhance patient care and streamline healthcare delivery.
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INSIGHT

RRE Investment Framework

  • RRE Ventures supplements its localized investment strategy with a thesis-driven approach.
  • They analyze sectors based on market size, technological disruption, fragmentation, waste, and regulatory frameworks.
INSIGHT

Healthcare Waste

  • Healthcare is a $3.6 trillion industry with excessive waste.
  • $210 billion is wasted on unnecessary services, $190 billion on administrative costs, and $130 billion on inefficient service delivery.
INSIGHT

Healthcare Pricing

  • Healthcare pricing is opaque due to the disconnect between consumers and costs.
  • High-deductible plans and increased consumerization are driving price transparency.
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