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Nippon Part 3 – Eduardo Costa

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Manage episode 313461463 series 3272055
Content provided by Nick Taylor, Morgan Creek Capital Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Taylor, Morgan Creek Capital Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the final episode of our three part series on Japan, we interview Eduardo Costa from Calixto Global Investors, a TMT long/short equity hedge fund. We touch on a wide array of themes, including Digital Payments, E-Commerce and Cloud Services, and some of the top companies within each. We hope you come away from our deep dive into Japan with a newfound perspective on the vastness of the current opportunity set and how technology is changing the investment landscape.

Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com

Follow us on Twitter @HedgeD_Podcast

Visit us on the web at https://www.morgancreekcap.com/hedge-funds/

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 313461463 series 3272055
Content provided by Nick Taylor, Morgan Creek Capital Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Taylor, Morgan Creek Capital Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the final episode of our three part series on Japan, we interview Eduardo Costa from Calixto Global Investors, a TMT long/short equity hedge fund. We touch on a wide array of themes, including Digital Payments, E-Commerce and Cloud Services, and some of the top companies within each. We hope you come away from our deep dive into Japan with a newfound perspective on the vastness of the current opportunity set and how technology is changing the investment landscape.

Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com

Follow us on Twitter @HedgeD_Podcast

Visit us on the web at https://www.morgancreekcap.com/hedge-funds/

  continue reading

43 episodes

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