Thread by @studios

Growth investor Richard Chu (@richard_chu97) goes into a digital health deep-dive at #FTW2021.

Find out more about:
• Healthcare disruption
• Why now is the right time for healthcare?
• Newtopia Inc company perspective
• The process of identifying winners.

Why healthcare is ripe to be disrupted?

The annual cost of healthcare is increasing.

However, there is a better option: prevent reverse and slow progression of chronic disease.

Richard highlights Livingo as one of the disruptors.

The company merged last year with $TDOC, his highest conviction company.

Here is a primer of Newtopia from @richard_chu97

Richard goes more into details on Newtopia (NEWU.V).

• Competitive landscape
• Clinical outcomes
• Competitive advantages
• Financials

Here are the key takeaways from the Newtopia deep-dive.

During the Q&A session, Richard describes his process of identifying winners.

If you enjoy the presentation on finding winners in digital health, do follow @richard_chu97.

He is constantly contributing to the Fintwit community with great materials.