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HedgeD

Nippon Part 3 – Eduardo Costa

Mar 17, 2021
01:06:10

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/

 

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