What Matters Most
What Matters Most is Sands Capital’s podcast series in which we explore some of the trends and businesses that are propelling global innovation and changing the way we live and work today and into the future.
Hosted by Kevin Murphy, senior client relations director, this series provides listeners with insights into our analyst culture and a broad range of growth equity companies in which Sands Capital invests. Analysts answer tough questions about businesses we own and offer insights into our investment process.
Episode 3: MercadoLibre
June 8, 2021
President and Director of Research Perry Williams and Research Analyst Judy Jiao discuss
MercadoLibre, the Argentine company that is now the largest online ecommerce company by gross transaction volume. Since its 2007 IPO, the company has continued to seek new drivers of growth. The team takes a look at how the company launched its fintech business in Latin America, expanded into grocery, and finetuned its logistics network.
See portfolio holdings for portfolio holdings purchase dates. As of the episode date: Walmart and GE are not current holdings in any Sands Capital strategy. MercadoLibre and Tencent are current holdings in our Global Growth and Emerging Markets Growth strategies. Netflix is a current holding in Global Growth.
Episode 2: Sea
May 27, 2021
Neil Kansari, senior portfolio manager, discusses Sea, a Singapore-based mobile gaming and ecommerce company that has become Southeast Asia’s largest internet and technology company based on market cap. In this podcast, Neil outlines the economic, demographic, and market conditions in Southeast Asia for ecommerce and digital finance adoption and Sea’s business plans.
See portfolio holdings for portfolio holdings purchase dates. As of the episode date Sea and Tencent are current holdings in our Global Growth and Emerging Markets Growth strategies.
Episode 1: DoorDash
May 25, 2021
In episode 1, Sands Capital analysts Katherine Okon and
Barron Martin discuss DoorDash, the food delivery company that held one of last year’s biggest public offerings. In a crowded field, DoorDash stands out as a leader in the future of last-mile logistics, something that will change the way we operate.
See portfolio holdings for portfolio holdings purchase dates. As of the episode date: Macy’s, Grub Hub and Petco are not current holdings in any Sands Capital strategy. Uber is a current holdings in our Select Growth strategy. DoorDash and Amazon are current holdings in our Select Growth and Global Growth strategies.
The featured podcast portfolio companies represent a subset of Sands Capital holdings that illustrate the types of businesses in which we typically invest. The series uses rotation whereby podcasts are selected to highlight different sectors and geographies.
The views expressed are the opinion of Sands Capital Management and are not intended as a forecast, a guarantee of future results, investment recommendations, or an offer to buy or sell any securities. The views expressed were current as of the date indicated and are subject to change. This material may contain forward-looking statements, which are subject to uncertainty and contingencies outside of Sands Capital’s control. Readers should not place undue reliance upon these forward-looking statements. There is no guarantee that Sands Capital will meet its stated goals. Past performance is not indicative of future results. A company’s fundamentals or earnings growth is no guarantee that its share price will increase. Forward earnings projections are not predictors of stock price or investment performance, and do not represent past performance. References to companies provided for illustrative purposes only. The portfolio companies identified do not represent all of the securities purchased or recommended for advisory clients. There is no assurance that any securities discussed will remain in the portfolio or that securities sold have not been repurchased. You should not assume that any investment is or will be profitable. GIPS® reports and additional disclosures for the related composites may be found at Sands Capital Annual Disclosure Presentation.