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.

Category

Business Perspectives
What Matters Most
In this podcast series, 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.
Business Perspectives
What Matters Most—Episode 3 MercadoLibre
President and Director of Research Perry Williams and Research Analyst Judy Jiao discuss MercadoLibre. The team takes a look at how the company launched its fintech business in Latin America, expanded into grocery, and finetuned its logistics network.
Business Perspectives
What Matters Most—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.
Business Perspectives
What Matters Most—Episode 1 DoorDash
In episode 1, Sands Capital analysts Katherine Okon and Barron Martin discuss DoorDash, the food delivery company that stands out as a leader in the future of last-mile logistics.
Business Perspectives
Small Incision, Big Opportunity
The growing adoption of a minimally invasive heart valve surgery offers great satisfaction for patients and long-term investors.
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