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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