Episode
Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu
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- The Synopsis
- Published
- Apr 23, 2026
- Duration seconds
- 4427
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Summary
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 [email protected] -*-*-*-*-*-*-*-*-*-*- 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) — Where You Can Find Fred Liu -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here . *~*~*~*~* Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at [email protected] for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as s…