The Innovation Codex
Richard ChuDeep dives on industries and businesses in tech
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 6 years ago | Last Issue | a year ago |
| Active | |||||
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theinnovationcodex.substack.comLatest Issues
A Deep Dive on US Healthcare
What You Will Learn
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Why does the US experience the worst health outcomes of any high-income nation despite spending by far the most on healthcare?
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Who are the key stakeholders in the healthcare value chain, how do they make mone...
Top 5 Life Lessons I Learned From Investing
It has been six years since I started my investing journey. Over that time, I’ve experienced what seems like a decade of investing lessons with the COVID crash, followed by a bubble in speculative growth and then the 2022 bear market.
The...
Launching The Innovation Codex
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 und...
Lessons after my 2022 Drawdown and Recovery
In 2022, my portfolio endured a nearly 80% drawdown. The experience was painful because it comprised the majority of my net worth and I was working at a fund that also had a drawdown.
During the past year, I changed jobs and worked at a f...
2022 Reflections
Summary
- After some initial successes, I overconcentrated my portfolio in earlier-stage names in order to capture right-tail outcomes and earn the highest possible IRRs. However, this also exposed me to left-tail risks that I signifi...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Innovation Codex.
| Subscribers | Monthly Web Visits | Accepts Sponsors | |||
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Authors
The writers behind this newsletter.
Tech Investor | Former Buyside Analyst | Ex-Tech Consultant
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