#69: Pro Medicus founder Sam Hupert

Baby Giants Investing

Mar 16, 2023•43 min•Ep. 69

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Episode description

Andrew, Matt and Claude interview co-founder and CEO of Pro Medicus Sam Hupert. Join them as they dive deeper into Pro Medicus and learn more about its leader.

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1:03 - Overview of Pro Medicus

3:26 - Capital management

8:39 - Role of luck in the business

11:10 - Signs that a company is in the right place at the right time

14:04 - Deconstructed paths/AI

19:00 - Valuing Pro Medicus and buybacks

20:38 - Potential takeover target

21:59 - Retention of key Visage employees

27:38 - Sam's emotional attachment to Pro Medicus

29:08 - Pro Medicus' moat/competitive advantage

31:46 - Are there any network effects?

33:59 - What competitor would you take out?

35:56 - A CEO involved in sales

38:44 - Example of Pro Medicus impacting patients

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