Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital?

Oct 17, 2024

Will Kim, an investment professional at Apsis Capital Management, shares insights on identifying high-quality companies benefiting from secular trends. He discusses his transition from corporate life to investing and lessons learned from early career mistakes. Highlights include a deep dive into Nvidia's strategic position in tech and the complexities of Airbnb's shared economy impact. Will also shares tips on portfolio construction, the importance of trends, and how to avoid common investment pitfalls.

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Intro

00:00 • 3min

From Lego to Investing: A Journey of Value

02:40 • 16min

Understanding Unique Transactions in the Shared Economy

18:40 • 3min

Investing in NVIDIA: A Strategic Journey

22:01 • 8min

Navigating Portfolio Construction

30:12 • 4min

Investing in Airbnb and the Travel Sector's Recovery

34:35 • 2min

Airbnb's Competitive Edge and Investment Dynamics

36:38 • 11min

Focusing on Strengths in Investing

47:12 • 2min

We had the pleasure of welcoming Will Kim of Apsis Capital Management https://apsiscap.com/. Here, Will is investing in trends via the stock market.

We have discussed the following:
00:00 Highlights
00:51 Introducing Will Kim
02:38 Stepping away from the corporate world to play the investing game
04:49 Learnings from the early career
06:19 The goals of investing
07:36 The style of investing
10:33 Inspiration for the investment strategy
12:03 The ideas for the portfolio
13:40 The research process
15:01 Assessing high quality
16:56 Investment mistakes to avoid with the example of Upwork
22:01 Learnings after years of investing
23:21 Nvidia stock
29:34 When to sell
30:13 Portfolio construction
32:52 What sets Will’s process apart
35:08 Airbnb stock
38:10 Why it’s difficult to copy Airbnb
42:14 The research process with Airbnb
46:28 The exit strategy at Airbnb
47:16 Closing thoughts
48:29 Goodbye
48:44 Disclaimer

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Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital? appeared first on Good Investing - Understanding businesses & Connecting investors.

Why do you like Nvidia &amp; Airbnb, Will Kim of Apsis Capital?

Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital?