
Mala Gaonkar, founder of SurgoCap Partners, discusses her investment strategies, emphasizing the importance of identifying businesses with long-duration moats and integrating technology insights across various sectors. Gaonkar stresses the value of small, collaborative teams and data-driven decision-making to counter biases. She highlights AI's transformative role in medical technologies, such as improving imaging accuracy and surgical procedures, and its potential to contain healthcare costs. Drawing from her experiences at Lone Pine, she underscores systemic thinking over siloed approaches, caution against financial leverage, and the need to revisit past investment decisions to avoid sunk cost bias. Gaonkar also shares her involvement in philanthropy, particularly in leveraging behavioral data to improve healthcare service delivery.
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