Posts in Investment Thesis Reports
Investment Thesis Report: Supplemental Benefits

Supplemental benefits are a niche market of healthcare that has seen significant growth in recent years. CMS’s 2019 decision to allow supplemental benefits to be medical related as well as non-medical has opened the market opportunity more than ever before. The recent skyrocket in benefits usage fueled by a highly expanded amount of plan offerings makes them one of the top healthcare markets for disruption.

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Investment Thesis Report: Healthcare Cybersecurity

Cybersecurity has become vitally important to the healthcare industry as modernization and the advent of cheaper computing capabilities has led to the transfer of large amounts of information and systems to electronic platforms. Thanks to Charlie Buffkin for authoring this overview of the healthcare cybersecurity industry, including challenges, current providers, and several innovative startups changing how coverage of this service is offered.

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Investment Thesis Report: Wearable Healthcare Technology

Wearable technology in healthcare has seen significant growth in demand, generating a booming market, and now insurers and other healthcare companies are discovering how supplying the new technology to their consumers and employees is beneficial. In 2019, the global wearable medical device market size was valued at approximately $13 billion and is expected to see a 27.9% CAGR through 2027

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