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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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Company
The Fund Betting That the Poorest ZIP Codes Are the Best Returns
Vc · Health · Ai

The Fund Betting That the Poorest ZIP Codes Are the Best Returns

Andy Slavitt ran Medicare. Now he runs a $1.4 billion fund arguing that the patients Wall Street ignores are where the money is - and the math, so far, agrees.

town-hall-ventures · healthcare-venture-capitalRead →
Company
The Firm That Turned $26 Million Into a Billion, One Concentrated Bet at a Time
Vc · Ai · Enterprise

The Firm That Turned $26 Million Into a Billion, One Concentrated Bet at a Time

It runs a small firm out of Santa Monica, writes a handful of checks a year, and once turned a $26.5 million CrowdStrike stake into a billion-dollar return. Here is how March Capital plays venture capital like a concentration bet.

venture-capital · growth-equityRead →