For decades, diversification has been the go-to strategy for hedging risk. But in today's market, does it actually create value, or does it dilute it? A new global study from BCG analysed over 700 companies and found an unambiguous answer: for long-term market performance, consistent focus beats diversification.

Mir Salim, Managing Director and Partner at BCG, joins us to unpack the financial implications of this research.

He explains why diversified firms often suffer from a "conglomerate discount", how strategic focus leads to higher margins, and the playbook for executing a successful portfolio transformation.

We discuss:

Why "focus amplifies returns and complexity dilutes them".
The conglomerate discount and the pitfalls of capital misallocation.
Why downturns are the best time to divest non-core assets.
The crucial role of the CFO in driving a continuous portfolio transformation.
How these global findings apply to Malaysian and ASEAN conglomerates.

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Could a subscription model for outpatient care, like "Netflix for healthcare", be sustainable? FEV3R is betting it can. For a fixed monthly fee, the health tech company offers unlimited virtual consultations, medication delivery, and 24/7 doctor access.

Co-Founder and CEO Adlan Hercus joins us to share the story behind his "round two" startup. He discusses the lessons from his first failed venture, the unique unit economics of their model, and how they manage costs by sourcing drugs directly and using AI to improve efficiency, all while aiming to disrupt the traditional panel clinic system.

We discuss:

Their "Netflix for healthcare" subscription model for outpatient care.
How they can offer unlimited consultations and still be sustainable.
Why this is the founder's second round venture after a first attempt 20 years ago.