Krupa's Back Pages

June 16, 2011

VC as Stock Picker

Filed under: Finance,Healthcare — Steve Krupa @ 4:17 pm

Many members of my family, and probably some of my close friends, think I am something akin to a stock broker (not that there is anything wrong with that).  In truth, I am on the private investment side of things, often selling investments to public companies, but not actively investing in publicly traded healthcare stocks.

Recently David Whelan, a reporter for Forbes magazine, took an interest in Psilos’ healthcare investment strategy and he asked me to apply that strategy to public company stock selection.

Here is a link to David’s Forbes article that discusses five stock picks, companies that, as David points out, compare nicely to some of Psilos’ private investments.  Invest at your own risk!

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