Hayden Capital 2Q18 Letter – Lessons from Asia; Amazon

Portfolio was up 5.7% compared to S&P 500 and MSCI World index of 3.4% and 0.3%, respectively, during 2Q18; annualized return since inception of 15.2% (net of fees) Lessons from Asia Business models that can scale globally and create astronomical wealth in the process are those that have been battle-tested thoroughly in their domestic markets […]

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