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How much Fred Liu is in Hayden Capital? How do you select partners?
Manage episode 297028560 series 2933565
In our conversation, Fred Liu and I covered how he has built Hayden Capital. As we had time constraints a follow-up of this conversation will be posted soon.
Here you can find Fred’s letters: http://www.haydencapital.com/investor-letters/.
We talked about the following topics:
00:00 Introducing Fred Liu
00:40 SPV and preparing for new options
01:38 Recommended books
02:50 Input through Podcasts
03:19 New information through conversation
04:05 Self-improvement
05:30 The role of writing and investor letters
07:11 Games – Community exclusive
08:30 The role of the gut feeling
07:56 How would your friends describe you?
09:26 Fred’s personality in Hayden & craftmanship
13:29 Dealing with change & pushing the circle of competence
16:41 LP’s and building long-term partnerships
19:24 Partnering with Hayden
21:39 Volatility & drawdowns
22:51 Hayden Capital’s transformation since 2014
25:11 Hayden Capital’s first Portfolio
25:56 Learning & Improving
28:11 Creativity
29:36 Communication with partners
32:49 Red flags from potential partners
34:43 Support
35:08 Writing for yourself
37:33 The process of writing the investor letters
38:56 Team growth
40:51 Outsourcing
42:38 The benefits of working with a colleague in Singapore
43:03 Taking board seats & adding value
45:18 Sharing data with others
46:12 Moving into the non-listed space
48:42 Goodbye
48:56 Disclaimer
More
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My community: www.good-investing.net/plus/
Say thank you: https://www.good-investing.net/thank-you/
Disclaimer: https://www.good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
How much Fred Liu is in Hayden Capital? How do you select partners? appeared first on Good Investing.
84 tập
Manage episode 297028560 series 2933565
In our conversation, Fred Liu and I covered how he has built Hayden Capital. As we had time constraints a follow-up of this conversation will be posted soon.
Here you can find Fred’s letters: http://www.haydencapital.com/investor-letters/.
We talked about the following topics:
00:00 Introducing Fred Liu
00:40 SPV and preparing for new options
01:38 Recommended books
02:50 Input through Podcasts
03:19 New information through conversation
04:05 Self-improvement
05:30 The role of writing and investor letters
07:11 Games – Community exclusive
08:30 The role of the gut feeling
07:56 How would your friends describe you?
09:26 Fred’s personality in Hayden & craftmanship
13:29 Dealing with change & pushing the circle of competence
16:41 LP’s and building long-term partnerships
19:24 Partnering with Hayden
21:39 Volatility & drawdowns
22:51 Hayden Capital’s transformation since 2014
25:11 Hayden Capital’s first Portfolio
25:56 Learning & Improving
28:11 Creativity
29:36 Communication with partners
32:49 Red flags from potential partners
34:43 Support
35:08 Writing for yourself
37:33 The process of writing the investor letters
38:56 Team growth
40:51 Outsourcing
42:38 The benefits of working with a colleague in Singapore
43:03 Taking board seats & adding value
45:18 Sharing data with others
46:12 Moving into the non-listed space
48:42 Goodbye
48:56 Disclaimer
More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
My community: www.good-investing.net/plus/
Say thank you: https://www.good-investing.net/thank-you/
Disclaimer: https://www.good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
How much Fred Liu is in Hayden Capital? How do you select partners? appeared first on Good Investing.
84 tập
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