About this episode

Drew Cohen interviews hedge fund manager Fred Liu about his investment strategies and key stock picks.

In this insightful interview I spoke with Hedge Fund Manager of Hayden Capital, Fred Liu. We talked about his investment philosophy of "emerging compounders" and how he likes to concentrate in a few stocks. We also talk about a few of his investments including Sea Limited and AppLovin. *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (0:43) — Fred Liu's Investment Philosophy (2:39) — Looking for Owner-Operators (4:49) — Why Fred Liu Concentrates His Portfolio (8:29) — Thoughts on Trimming Winners (16:03) — Investing in Rational Capital Allocators (19:15) — What Fred Liu Saw in Sea Limited and Shopee in 2018 (32:38) — Why Amazon Isn't Successful Globally & How Pinduoduo Took Over Alibaba (44:49) — Why Fred Liu Exited Pinduoduo (46:48) — Expectations With Sea Limited (51:48) — Shopee's Strategy in Brazil Compared to Mercado Libre (58:22) — AppLovin Investment Thesis (1:05:07) — Expectations for AppLovin Going Forward (1:09:15) — AppLovin's Risks (1:11:49) —…

People in this episode

Host: Drew Cohen

Guest: Fred Liu

Topics covered

• investment philosophy
• emerging compounders
• stock concentration
• Sea Limited
• AppLovin
• Pinduoduo
• market strategies

Keywords

• Hedge Fund
• Investing
• Emerging Compounders
• Sea Limited
• AppLovin
• Pinduoduo
• Investment Philosophy

Mentioned in this episode

Organizations: Hayden Capital, Amazon, Alibaba, Mercado Libre

Products: Sea Limited, AppLovin, Pinduoduo

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