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.
Hayden Capital
Hayden Capital is a value-oriented investment firm that follows a research-intensive, concentrated strategy. Hayden Capital invests globally, seeking to leverage insights from developed business models in one geography or industry, and applying those learnings cross-border to similar businesses in other regions or industries. This stems from the belief that doing so provides an insight advantage into future business model development and consumer behavior.
You can learn more on Hayden Capital’s website.
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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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Dennis Hong & Fred Liu (ShawSpring & Hayden Capital): Why network intensely?
Having Dennis Hong & Fred Liu (ShawSpring & Hayden Capital) on together was great. We talked about Sea Limited, Square and more.
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Fred Liu (Hayden Capital) on Carvana, Sea Limited and more
Fred Liu (Hayden Capital) on his research, Sea Limited, Shopee, JD.com and Carvana. Transcript of our 2020 live interview with video.
