Investor Letters

Investor Letters

Dear Partners…

Our investor letters highlight key portfolio holdings, our current views on the market, and general musings that we think our partners may find interesting. Through these letters, we hope our investors have a better sense of how we think and evaluate potential investments at Hayden Capital. One of our greatest advantages is having like-minded investors, who understand our differentiated investment process. As such, we owe our partners clear and open communication in how we are putting their hard-earned assets to work.  

For further information, including requests to be added our distribution list, potential investments in Hayden Capital, or media inquiries, please reach out via the contact us page.

 

Disclaimer: Hayden Capital offers advisory services to clients in the form of ongoing monitoring and management of investment portfolios.  The “Investment Research & Investor Materials” and “Letters To Partners” provided on this web site are not intended as individually tailored investment advice nor are they intended as a solicitation to participate in any particular trading strategy.  These materials are provided for readers to gain some insight into Hayden Capital’s investment analysis. Any opinions and projections are subject to change without notice at any time after the date of issue. All investments involve risk, including the loss of principal.  Past performance is not indicative of future results.  Hayden Capital recommends that investors seek the advice of a registered investment adviser before making any investment decisions.


Investment Research & Investor Materials


Cimpress Writeup (CMPR)

Zooplus Writeup (ETR: ZO1)

Calculating Incremental ROIC’s

Valuewalk / HVS Interview

MOI Global – Best Ideas 2018

ValueX Vail 2018 – iQiyi Writeup

ValueAsia 2018 – Sea Ltd Writeup

Bloomberg Article

Afterpay Writeup (ASX: APT)

Coinbase Memo (NASDAQ: COIN)

Graham & Doddsville – Spring 2022

Pinduoduo Memo (NASDAQ: PDD)