$GOCO, $GDRX and Healthcare Investing w/ Richard Chu, Saga Partners (Episode 50)

<p>This episode is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive">TIKR.com/hive</a><a href="https://tikr.com/hive" rel="ugc noopener noreferrer" target="_blank">.</a> They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.</p> <p>Richard Chu is an investment analyst at Saga Partners where he seeks to find high-growth, highly asymmetric investment opportunities. How Richard ended up at Saga Partners is <strong>anything </strong>but traditional. Chu didn't have much investing experience after graduating college. Yet his passion for compounding wealth and knowledge boiled over into his first public investment write-up: Livongo (now, TDOC).&nbsp;</p> <p>Richard's first write-up caught the eyes of Joe Frankenfield at Saga Partners. This led to a conversation and eventual job for Chu at the firm. Now, Richard spends his time scouring the markets for new ideas.&nbsp;</p> <p>I loved this conversation as we covered a lot of ground. Our focus was on a few key topics:&nbsp;</p> <ul> <li>GoHealth (GOCO)</li> <li>GoodRx (GDRX)</li> <li>Healthcare Investing</li> <li><a href="https://www.amazon.com/UnHealthcare-Manifesto-Assurance-Hemant-Taneja/dp/1716996511">UnHealthcare (Book)</a></li> </ul> <p>Here's the time-stamp:&nbsp;</p> <ul> <li>[0:00] Who is Richard Chu?</li> <li>[10:30] Why Healthcare?</li> <li>[13:40] The Journey to Zero to One in Finance</li> <li>[16:50] What is it like working for Saga Partners?</li> <li>[19:40] Go Health ($GOCO)</li> <li>[38:40] Go Health’s Competitors: Walmart</li> <li>[48:40] Go Health’s Valuation</li> <li>[1:02:00] Richard’s Next Ideas</li> <li>[1:13:50] A Day in The Life of Richard Chu</li> <li>[1:16:00] Closing Questions</li> </ul> <p>If you'd like to learn more about Richard, check out these links:&nbsp;</p> <ul> <li><a href="https://twitter.com/richard_chu97">Richard's Twit