Hospitals are local monopolies. Spend on healthcare 2 times the GDP growth rate check here https://twitter.com/amitverma21/status/1746214866090606848, it is also a combination of Pharma, Diagnostics, and Biologics. hospitals are platforms and have network effects and their brand becomes stronger over time. Hospitals over time will consolidate but for now, there is a long run way ahead for the next 20 years. the investment thesis is quite simple on good Hospital chains. You can put large amounts of money with good promoters
Narayana Hrudalya is 6 X for me at large allocation in the last 5 years.
Apollo hospitals is up 400 X times in the last 30 years. https://twitter.com/amitverma21/status/1743515237721018392
I see this as a brainer theme for concentrated investors who think like businessmen, B2C businesses are any day better than B2B.
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