Why are you invested in Sea Limited and Carvana? A Q&A with Fred Liu (Hayden Capital)

Fred Liu of Hayden Capital is a Value Investor with a focus on quality investments. He is investing concentrated and looking for opportunities in the Asian internet space.

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Good Investing Talks helps you to discover underfollowed investors and understand businesses. We are also on YouTube. Please find our videos here: https://www.youtube.com/channel/UC5Z-C01O2VlpeD1rMs_HS2Q