Technology can play a crucial role in health outcomes and is ripe for investment opportunities. Today I spoke with Nikhil Krishnan. He was the former senior analyst at CBInsights focused on digital health, biotechnology, and private market trends. We spoke about COVID-19 and how technology can help prevent and provide perspective to current and future health issues. We highlighted several companies and industries which could benefit longer-term as the current situation exposes critical vulnerabilities. ***This is not a recommendation for the purchase or sale of any companies mentioned.
Around the Desk.
Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming.
We break down earnings, macro trends, and investor sentiment, all from the lens of a concentrated, high-conviction portfolio.
**Nothing discussed is a recommendation
Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming.
We break down earnings, macro trends, and investor sentiment, all from the lens of a concentrated, high-conviction portfolio.
**Nothing discussed is a recommendationListen on
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