Ideas/Categories I’m generally bullish on in healthcare services right now (Dec ‘21): Consumer services and experiences (e.g., Ro) Cash-pay startups, or under-the deductible startups (e.g., Sesame) Cultural or community-specific (e.g., “__ for Asian-Americans”, or Folx for LGBTQ) Aggregators of care navigation/experiences (e.g., Transcarent) Players that help a health plan “go vertical” PBM unbundling (e.g., GoodRx)