What We Think


To invest differently, we first have to think differently.

Every day we set out to imagine the future and the companies that will create it. Through our insights, we hope to elevate the thinking about the trends that we believe will shape the world of tomorrow.

Business Perspectives
Facebook and Evaluating Impact to Society
Brian Christiansen, Director of Stewardship, discusses our take on Meta and the framework we use evaluate companies from a stewardship perspective.
Business Perspectives
The Tech that Powers a DoorDash Delivery
While ordering take out, a ride share, or some late-night snacks may seem like nothing more than the push of a button, it takes a web of innovative technology companies to make today’s ecommerce possible.
Load more

Category

Business Perspectives
Facebook and Evaluating Impact to Society
Brian Christiansen, Director of Stewardship, discusses our take on Meta and the framework we use evaluate companies from a stewardship perspective.
Business Perspectives
The Tech that Powers a DoorDash Delivery
While ordering take out, a ride share, or some late-night snacks may seem like nothing more than the push of a button, it takes a web of innovative technology companies to make today’s ecommerce possible.
Load more

Podcasts

Podcast
Episode 4: Aptiv
Aptiv supplies computer technology to half of the world’s electrified vehicles. We expect it’ll lead the market in active safety solutions next year. Sands Capital’s Danielle Menichella and Dave Levanson discuss why we invest in Aptiv rather than trying to pick a winner from the crowded vehicle manufacturers' race.
Podcast
Episode 3: MercadoLibre
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.
Podcast
Episode 2: Sea
In this podcast, Neil Kansari discusses Sea, and outlines the economic, demographic, and market conditions in Southeast Asia for ecommerce and digital finance adoption.
Load More
Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

Something has gone wrong, check that all fields have been filled in correctly. If you have adblock, disable it.

The form was sent successfully