Justin Ishbia

speaker

1,101 appearances 1 recordings 1 series first heard Sep 2025 last heard Sep 2025

Justin Ishbia’s voice in public audio — every appearance, attributed to the second.

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And so they're very incentivized to make sure that the thesis makes sense.

They have to also deploy capital.

They have to also make sure that they're not just saying no to everything, keep your doctor known.

But it's a five-person team who effectively votes to greenlight your sector of urgent care in that example.

And there's smart people asking smart questions and there's trends we're tracking.

And the question we oftentimes ask is, why does the small player win here?

Why does the little guy win?

And especially in healthcare, healthcare is inherently a local business.

And so that makes a lot of sense there.

But a lot of businesses where a small guy wins as well.

No, it does not do well.

You must be multi-continental.

That is not good for us.

We're not going to invest in the sector.

And so each industry has its own trends.

And we try and identify how wins where the puck is going.

And like in the healthcare, especially it's the consumerism of healthcare.

That's something we want to believe in.

But it starts with this thematic approach.

We're very theme driven.

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