Fred Liu, what are the benefits of sharing secrets as an investor? A talk on the Hayden Capital way скачать в хорошем качестве

Fred Liu, what are the benefits of sharing secrets as an investor? A talk on the Hayden Capital way

In the second part of your 2021 conversation, Fred Liu and I discussed the investment process of Hayden Capital. We also take a look at his investment in Sea Limited. Here is the transcript of the interview: https://www.good-investing.net/2021/0... We talked about the following: 00:00 Introduction to the second part II 00:45 Writing letters & opportunities from the letters 05:40 Benefits from "sharing secrets" 07:05 Subscribe, like & review 07:25 Hayden's edge 08:45 The "Too Hard"-bucket 11:20 Time spend exploring new businesses 12:18 Criterias to invest into a new business 16:25 Consumer addiction 20:23 Indicators for a great management 23:00 Steps after the discovery of a great idea 28:45 Qualitative vs quantitative work 30:00 Listening to the street 31:35 Reaching the top 1% of expertise on a business 33:00 The number of great businesses worldwide 33:45 Distinguishing a great from a good portfolio companies 37:35 Selling stocks 38:35 Acquiring customers 42:40 Lack of innovative strategies 43:40 Capital allocation 46:30 Thoughts on company culture & working within an industry 49:00 Inflection points on S-Curve 54:25 The confidence to pay up 58:40 Options within Sea Limited 59:23 Sea Limited's competition: Community exclusive 01:00:30 Thoughts on the regulators 01:03:15 Factoring in regulations 01:05:10 Asia tips for Western investors 01:07:17 Considering risks after a great year 01:08:10 Finding opportunities 01:10:45 Goodbye ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #goodinvesting #sealimited #investinasia More ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ⭕ My community: www.good-investing.net/plus/ 🙏🏻 Say thank you: https://www.good-investing.net/thank-... 📃 Disclaimer: https://www.good-investing.net/imprin... ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬