Archive - The Innovation Codex

A Deep Dive on US Healthcare

A comprehensive, data-driven analysis of the best opportunities in a $5 trillion sector

Dec 3 •

November 2024

April 2024

Lessons after my 2022 Drawdown and Recovery

I revisit my learnings from 2022, provide an update on CVNA and CDLX's performance over the past year, and give a personal update

Apr 7 •

January 2023

2022 Reflections

I reflect on my journey thus far and how I plan to improve my process going forward

Jan 13, 2023 •

August 2022

Cardlytics – The Largest Advertising Platform You’ve Never Heard Of

Cardlytics is an emerging monopoly with privileged access to half of the purchase transactions in the US which it uses to deliver targeted card-linked…

Aug 18, 2022 •

February 2022

By empowering restaurants to own their digital future, Olo occupies a unique position in the huge but fragmented restaurant tech landscape

Feb 5, 2022 •

September 2021

GoodRx: Groupon or Google?

Can GoodRx build a sustainable business on top of drug discounts?

Sep 2, 2021 •

July 2021

Redfin Deep Dive

Redefining real estate in the consumer's favour

Jul 10, 2021 •

November 2020

GoodRx: The Frontdoor to Healthcare

By empowering health consumers to access affordable healthcare, GoodRx is becoming the first stop on any healthcare journey.

Nov 22, 2020 •

August 2020

Teladoc and Livongo Merger Discussion

The addition of Livongo's remote monitoring capabilities completes Teladoc's vision to establish a true end-to-end virtual care platform

Aug 8, 2020 •

July 2020

Who am I and how did I get started?

Jul 26, 2020 •

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