I’ve recently come across a few opportunities in the healthcare technology and services space, and it’s prompted me to consider developing a more focused thesis in this area. Given the strong industry tailwinds (aging population, shift to value-based care, and ongoing digitization), I’m curious if others here have evaluated or acquired businesses in this space. I’d love to hear from anyone who has experience, perspectives on subsectors worth exploring (or avoiding), or thoughts on the competitive dynamics in the industry.