Jackson Zhu is the Emerging Manager behind Square Street Capital. He joined us to discuss his investment philosophy and his DoorDash case.
We have discussed the following:
00:00 Podcast Preview
01:00 Introducing Jackson Zhu
01:33 Jackson’s oil investment in 2020
05:45 Experiences from being an allocator
07:20 Learnings
13:28 The goal of his fund
15:12 Jackson Zhu’s investing style
16:40 “Certainty”
23:07 Join Good Investing Plus
24:10 Jackson Zhu’s Research process
30:03 The difference between being a private and a professional investor
38:30 Door Dash
50:20 When to sell Door Dash
52:00 Portfolio construction
01:02:02 Closing thoughts
01:04:10 Thank you
01:04:28 Disclaimer
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