Dave Nangle (VEF): How does Creditas contribute to VEF’s success?
Dave Nangle, CEO of VEF, on competition for fintech deals, the discount to NAV, Russia and the cases for Creditas and Konfio (2022).
Asia
Interviews with fund managers based in Asia.
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Ryan O’Connor (Crossroads Capital) & Todd Wenning (Ensemble Capital): Is Nintendo stock winning in the 2020s?
Ryan O’Connor and Todd Wenning came back for an update on Nintendo! It was a pleasure to do a follow-up of our previous conversation.
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Pavel Begun (3G Capital Management): How to invest globally?
Pavel Begun of 3G Capital Management is a Global Value Investor. Here we have covered his investing process and some investment examples.
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Chan H. Lee & Albert H. Yong (Petra Capital Management): Compounding in South Korea
Chan H. Lee and Albert H. Yong (Petra Capital Management) on investing in South Korea: chaebol discounts, activism, IPOs and Kakao (2021 interview).
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Gokul Raj P. (Bavaria Industries Group): How to invest in India?
Gokul Raj P. is an outstanding investor with a great track record. Here we discussed the question of how to invest in India.
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Fred Liu (Hayden Capital): What are the benefits of sharing secrets as an investor?
Fred Liu (Hayden Capital) on sharing his research, his four criteria for new ideas and how he built the Sea Limited position. Interview from 2021.
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Dennis Hong (ShawSpring Partners): How did you build ShawSpring Partners?
Dennis Hong, ShawSpring Partners “It’s day one. We’re still growing and learning as a team. We still have to figure a lot of stuff out.”…
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Fred Liu (Hayden Capital): How much of him is in Hayden Capital?
Fred Liu (Hayden Capital) on how much of himself is in his firm, which partners he looks for and how he writes his letters. Interview from 2021.
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David Nangle (VEF): Will Creditas be a ten-bagger for VEF?
David Nangle, CEO of VEF, on emerging market fintech, VEF’s 30% return hurdle, portfolio concentration and the case for Creditas (2021).
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Ryan O’Connor (Crossroads Capital) & Todd Wenning (Ensemble Capital): Is Nintendo a multi-bagger?
Ryan O’Connor (Crossroads Capital) and Todd Wenning (Ensemble Capital) on Nintendo’s shift to digital, Switch Online, management and the bear case (2021).
