Elder Care Market Explodes

Shaan Puri shares insights about the dramatic growth in the elderly population and its implications for business opportunities. Using demographic data, he illustrates how this shift represents a significant market opportunity, particularly for those building businesses in elder care.

Key Points:

• Demographic Shift:

  • Current elderly population (65+) is under 1 billion people
  • Projected to grow to over 2.5 billion people
  • Will eventually cross over and exceed the young population

• Market Opportunity:

  • Elder care businesses have a massive tailwind behind them
  • 10-20 year horizon for business growth potential
  • Population growth trend is very difficult to reverse
  • Would require societal-level changes to alter direction

• Business Implications:

  • Particularly relevant for long-term business holdings
  • Example: Senior living facilities would benefit from natural occupancy increases
  • Technology may disrupt traditional models, but population trend remains

• Investment Perspective:

  • Represents a "one chart business" opportunity
  • Demographics create natural market expansion
  • Customer base will grow dramatically regardless of market conditions

• Strategic Considerations:

  • Long-term demographic trends are hard to reverse
  • Provides natural tailwind for business growth
  • Market will expand regardless of competition or market conditions