Nippon Part 3 – Eduardo Costa

HedgeD

English - March 17, 2021 19:19 - 1 hour - 60.6 MB
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Previous Episode: Nippon Part 2 – Russell Clark

Next Episode: Alpha Theory

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.

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