Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu

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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