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Tim Doyle

πŸ‘€ Speaker
1184 total appearances

Appearances Over Time

Podcast Appearances

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

So Normal's the only example of this where we had a model where we would bring in GMs, give them kind of like a big lick of equity and kind of have them run the brand.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

And we would provide all the support services around that.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

So the GM of that brand, who was like the founder of that company, she spun out and took it with her and ran it independently to substantially more success than we were running it as part of the portfolio.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Yeah.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

I mean, the other ones we didn't really make, to be honest, like we have software and kin just sitting, running, you know, spitting out a small amount of cash that kind of helps to pay our Claude bill or whatever, you know?

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Terrible.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Terrible.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

And I made every mistake in the book.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

I was flippant about the categories, need for disruption.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

I probably hadn't spent enough time in the system itself to actually think about the

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

the necessary tensions that exist.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

And then we just copped a whole lot of bad faith attacks alongside that as well.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

We were described as like the McDonald's of medicine, which I'm not really even sure to this day what means.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

And then when we started prescribing the GLP-1s, which was, you know, maybe five years ago now,

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

very early in the time of these things, like we went to a huge amount of effort to understand like what the impacts of these medications were going to be on individuals and on society as a whole and got like pretty much formed the view that they were going to be transformational very early on and pretty much bet the company on it.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

And built a prescribing and care management infrastructure around that, that was like very high quality and very safe.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

So to then get like these attacks kind of like straight after, which was like, firstly, like attacks on the medications themselves, which were kind of lazy and built off this thing, which is like thinness is a virtue must be earned, which I think is a very Australian thing.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Um, and then to have like, how dare, um, someone's weight be managed through a digital health platform.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Which is just absurd because we have 30 touch points between orders, whereas if you're in a physical setting, you have one or zero.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

So it's a clear step up in the quality of care for that particular modality.