There are few things as important as a business model when setting up a company. In many ways, more important than the product itself.

Because of that, I give it a lot of thought (both for my own projects and my clients). A thread. 👇

1/ 📊 I looked at data provided by @GrowjoUS in order to determine which companies grew the fastest in 2020 and their predictions of the world’s fastest growing companies for 2021. @GrowjoUS used different growth indicators to compile the list.

2/ 🔬 I looked at the top 80 by the ranking criteria that @GrowjoUS used.

Then I layered on my own assessment of their respective business models. Here are are the main takeaways.

3/ 💡

1. 💸 The most prominent business model on the top growth list was SaaS (either freemium, or in combination with another business model like insurance).
2. 🎩 Subscription hardware and B2B2C are examples of fairly new business models making their marks in terms of growth..

4/

3. 👴 Traditional business models like wholesalers and providers of financial services were underpinning products built with new technologies
4. 💳 On the financial services front - spread businesses and credit card/debit card models were prominent
...

The Business Model of Indian Hospitals Simplified.

“We are blessed to be living in a country where the cost of healthcare is the lowest in the world.” ~Dr. Devi Shetty, Narayana Health

A thread 🧵👇

1/ In the Indian healthcare delivery market; the pharmaceuticals market is 20% of the pie. While Hospitals market is 3x that of theirs.

Big opportunity size, however, is it investment-worthy? Let's see.

2/ Before we get into the details:

Do brush up on the different abbreviations associated with the Hospitals & the Pharmaceuticals industry in General, for example ALOS, ARPOB, NABH, etc.

Inpatient (IPD): Need to get hospitalized
Outpatient (OPD): No need to get hospitalized

3/ The hospitals are of basically 3 types:

Primary: For OPD only (no beds), sends to below hospitals for further treatment

Secondary: IPD & OPD in medium-sized general hospitals

Tertiary: Can treat all complex ailments & huge in size, Major listed companies are focused here.

4/ Hospitals can also be classified based on Ownership & management:

Here, the listed companies either are in private or manage hospitals owned by others (Asset light business, due to the very high land prices in metro cities)