Launching The Innovation Codex
Why I'm Starting a Free Blog Covering Tech/Healthcare Investing
Hi Everyone,
I am excited to announce that I have renamed this blog from “richardchu97” to “The Innovation Codex”.
My Goal with this Blog
I originally started this blog to share occasional thoughts on investing and do write-ups on under-the-radar growth stocks. I decided against doing a paid newsletter as I was already working full-time at a fund.
However, writing and investing have always been two of my biggest passions, and past articles I’ve written have caught the attention of other talented investors, management teams, and industry experts.
Since I never approached building a blog in a methodical way, I did not have a consistent content schedule or focus area.
That is changing with The Innovation Codex. Although I will still be posting my write-ups for free, with a paid option to support the blog if you’d like, my focus will be exclusively on covering innovation.
My goal behind this blog is simple: I hope to connect with like-minded people of all backgrounds, whether that be founders, operators, industry experts, investment professionals, or simply passionate retail investors.
With over 5 years of experience in professional investing and tech, I believe that I’ve developed some unique perspectives and hopefully we can add value to each other. I especially welcome constructive criticism – I am here to learn.
What Will I Write About?
You can expect bi-monthly posts on the following, with a focus on tech and healthcare:
Industry Deep Dives
Company Deep Dives
Profiles on Tech and Investing Leaders
Investment Philosophy Discussions
I aim to prioritize quality over quantity. I’ll only send out a post when I have something thoughtful to share so you won’t find your inbox overwhelmed.
I will be posting my first article this week which will include a few life lessons I’ve learned from my investing journey thus far, followed by a primer on the US healthcare industry that I’ve been working on for a while.
If you find my work compelling, I’d love to connect on LinkedIn and chat about anything related to investing, healthcare, and tech.
About Me
I am a 27-year-old based in Toronto, Canada. I started my investing journey six years ago and quickly developed an affinity for the tech sector. After graduating with a Bachelor’s in Commerce, I worked for a year in tech consulting. However, I found the role was too technical as I was in the weeds configuring software for clients.
During this time, I spent all my free time learning about companies and investing in my personal account, and I decided to start writing and sharing my theses publicly and was able to scale my Substack to nearly 6K subscribers.
Soon, the portfolio manager at a US-based long-only public equities fund came across my research, and I impressed him enough to be offered an investment analyst position.
I spent the next four years on the buy side at both the US public equities fund and later at a Toronto-based family office, where I got exposure to different strategies and asset classes, including some lower-middle-market private equity deals.
During this time, I continued to invest actively in the public markets in my personal account, and shared some of my learnings and notes through this Substack. It has been a very volatile ride but I’ve been able to beat the market by a large margin thus far and I’ve learned a lot of lessons along the way about investing and life in general.
In my free time, besides investing and writing, I enjoy reading about topics as wide-ranging as history, geopolitics, psychology, and spirituality. I am also an avid traveler and have been to 35 countries, largely solo.
The driving force behind how I spend my time - whether investing, reading, traveling, or writing this blog - is my intellectual curiosity and my passion for discovering unique perspectives that challenge and expand my worldview.
Thanks for reading,
Richard
If what I’m writing about resonates with you, feel free to subscribe and consider sharing with others who might benefit.
yes lfg 💸🚀