@HaydenCapital Avatar @HaydenCapital Fred Liu

Fred Liu posts on X about $se, in the, investment, app the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 55.36% finance 27.68% technology brands 25% countries 15.18% social networks 7.14% cryptocurrencies 4.46% financial services 3.57% exchanges 3.57% automotive brands 0.89% travel destinations 0.89%

Social topic influence $se #18, in the 10.71%, investment 8.04%, app 8.04%, business 8.04%, growth 7.14%, this is 6.25%, brazil 6.25%, sea 6.25%, $googl 5.36%

Top accounts mentioned or mentioned by @trigrampartners @dennishong17 @pioseem88 @goodinvestingc @jianggan @ottavicap @momentumasia @dennisihong @thezackzhu @recode @phoenixlabs @thedrum @badpak @thekenweb @redseer @fidelity @gspier @roilipovetzky @masterthemeta @kabhimanyu11

Top assets mentioned Sea Limited (SE) Alphabet Inc Class A (GOOGL) AppLovin Corporation (APP) Alibaba Group (BABA) Coinbase Global Inc. (COIN) Mario Coin (COIN) Amazon.com, Inc. (AMZN) Rocket Companies, Inc. (RKT) PennyMac Financial Services, Inc. Common Stock (PFSI) Block, Inc. (SQ) Interactive Brokers Group, Inc. (IBKR) IQ (IQ) Carvana Co. (CVNA)

Top Social Posts

Top posts by engagements in the last [--] hours

"On Applovin Ecommerce Ads $APP. (From Ecommerce Playbook podcast [--] weeks ago.) ** "So a couple things number one: it turned out to be the third the third largest investment out of all the channels that we that we run for our clients over that period Black Friday which is wild. And that the new kid on the block popped up into the third spot. like bucked the trend. Theres no doubt in my mind that were going to see material like orders of magnitude and investment into this channel for for our clients in in [----] on Black Friday Cyber Monday the holiday. So my prediction one last point on Black"
X Link 2026-02-08T03:42Z 40K followers, 33.6K engagements

"Indo 3rd party logistics firms complaining about Shopee Express under-cutting their business and now want a "minimum floor price" on parcels. $SE This is after govt already mandated that end consumers should be able to specify which logistic provider to use at checkout. But obviously given similar service (and SPX often delivers faster) they're going to choose the lowest-cost provider. They're simply admitting their businesses can't compete. Don't know what political noise will come out of this if any. But regardless a good sign of Shopee's growing logistics moat."
X Link 2024-12-12T02:49Z 40K followers, 40.4K engagements

"Loved this interview with Adam at Applovin $APP. Insight into his strategic thinking + the story of building a $100BN firm with almost [--] funding (just $4M total). And his decision of buying back 25% of shares at rock-bottom prices contributing to their massive stock performance since [----]. ** My favorite quotes: "We went public in April [--]. And if I remember right by December lockups free from January [--] to December [--] I think our stock went down like 92%. Um it was red every day. And so that it ends up setting you up for failure. Now we were really fortunate because of how we started. We"
X Link 2025-06-05T18:55Z 40K followers, 32.9K engagements

"$SE is down -45% over the past few months. The prevailing bear case seems to hinge on two points: 1) Rising fear of TikTok Shop competition and 2) Shopee reinvesting more heavily into logistics capping margins at 0.7% of GMV this year vs. prior expectations of 1.2%. The concern is that this spend is defensive - a necessary response to TikTok rather than a choice. But alt data is telling a different story. TikTok Shops Southeast Asia GMV growth has slowed materially over the past few quarters - from 70%+ in 2Q25 to 30%+ by late [----]. Thats only modestly above Shopees own growth rate. More"
X Link 2026-02-05T17:45Z 40K followers, 31.6K engagements

"It's Sunday morning and here I am vibe-coding an Axon Pixel Tracker in EC2 with [--] coding abilities. Coming for you Yipit😆 $APP"
X Link 2026-02-08T18:53Z 40K followers, [----] engagements

"Going thru PennyMac earnings. why is this not bullish for Rocket Mortgage $RKT $PFSI is down on accelerated prepayments and lacking the capacity to recapture them. Meanwhile $RKT's been embracing AI / tech to grow capacity per loan officer and not needing additional headcount in the next cycle. $RKT also has 80% recapture rate so their own MSR business should be protected. What are the odds these refinancing's flowed to $RKT and they meaningfully grew market share this quarter Am I missing something What on earth happened over at PennyMac $PFSI Dragging $RKT (-9%) and $UWMC (-6%)"
X Link 2026-02-01T01:35Z 40K followers, 33.6K engagements

""We're on track to produce the highest mortgage loan production in terms of volume that we've had in four years" says $RKT CEO Varun Krishna. https://www.cnbc.com/video/2026/02/03/rocket-companies-ceo-on-track-to-produce-the-highest-mortgage-loan-production-in-4-years.html Going thru PennyMac earnings. why is this not bullish for Rocket Mortgage $RKT $PFSI is down on accelerated prepayments and lacking the capacity to recapture them. Meanwhile $RKT's been embracing AI / tech to grow capacity per loan officer and not needing additional"
X Link 2026-02-03T17:48Z 40K followers, [----] engagements

"That's what everyone points to. But J&T has other customers besides Tiktok and even Shopee still uses them (just to a lesser extent). So either 1) alt data is wrong 2) J&T's volume is coming from other players besides Tiktok or 3) maybe J&T is just gaining share from other logistics companies. Tiktok # orders sold is growing faster than GMV. I.e. the order value is going down. Orders are growing 40%+ y/y. Also a decel from earlier in the year but still a good portion of J&T growth. J&T's SE Asia volumes have been growing 65-80% y/y all year. it's not really a recent phenomenon."
X Link 2026-02-05T18:09Z 40K followers, [----] engagements

"@TrigramPartners That's possible. All international ecom stocks have traded down the last few months. CPNG MELI etc. But at $107 $SE is trading at 7x [----] EV/EBITDA with 30% y/y EBITDA growth. Seems a bit extreme"
X Link 2026-02-05T18:12Z 40K followers, [----] engagements

"From J&T's 4Q25 call. They called out 1) winning share from competitors and 2) non-platform parcels growing (i.e. not from Shopee or TTS). So perhaps J&T's strong volume growth isn't related to TTS vs. Shopee competition $SE $1519.HK @ottavicap @pioseem88 @momentumasia Yep. That's what I'm thinking too. So not necessarily Tiktok vs. Shopee competition getting worse. But TTS is laser-focused on growing profitability right now. So consolidating logistics partners = better negotiated rates = higher margins. The J&T growth data-point is messy @ottavicap @pioseem88 @momentumasia Yep. That's what"
X Link 2026-02-05T18:28Z 40K followers, [----] engagements

"Network effects matter though. Shopee's (or any ecom company) value isn't in the website / UI. That's worthless. It's in the millions of sellers / merchants they've built relationships with the millions of customers that trust them and the real-world logistics system they've built. To quote Bezos what matters is 1) lowest price 2) better services / quick shipping 3) wide selection. Even AI agents will prioritize on these criteria. Who do you think offers the: 1) Lowest price as large merchant pool = competition amongst each other so price approaches marginal cost. 2) SPX Express can deliver"
X Link 2026-02-05T18:35Z 40K followers, [----] engagements

"@dennisihong Wouldn't be surprised if it's sold off as part of a gaming basket. But Garenas worth what like 12BN max And it's not like they require gaming CF to support the rest of the biz unlike [----]. Agreed 🤷♂"
X Link 2026-02-06T15:28Z 40K followers, [---] engagements

"Initial results are pretty decent. Now just need to verify & ingest more URLs. If this goes well perhaps we'll share the dashboard publicly. Is that of interest to anyone"
X Link 2026-02-08T18:57Z 40K followers, [----] engagements

"Seems like there's some interest. How much would you pay for an $APP dashboard updated 1x a week Assuming the URL database grows over time (AWS credits aren't cheap) $50/mo $20/mo $0. I'll make my own. $10/mo $50/mo $20/mo $0. I'll make my own. $10/mo"
X Link 2026-02-08T21:01Z 40K followers, [----] engagements

"There's 5M active Shopify websites out there. So definitely don't have them all - not even close. We're just looking for a representative sample that can show us directionality over time. And start with the largest stores and go down the list you should be able to capture rev trends. We're hoping to expand this over time too of course. There's plenty of DTC / Shopify store databases out there. https://twitter.com/i/web/status/2020625147489833325 https://twitter.com/i/web/status/2020625147489833325"
X Link 2026-02-08T22:25Z 40K followers, [---] engagements

"Hayden's Q2 [----] Investor Letter is out. This quarter's letter touches upon: - Our view / context regarding China's recent crack-down on the for-profit education sector - The pending Square-Afterpay merger $SQ $APT.AX - Operational updates for Hayden http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q2.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q2.pdf"
X Link 2021-08-16T16:14Z 40K followers, [---] engagements

"@the_zack_zhu I have the same question. Or is tabcut data reliable They're 2x higher than what other alt data is showing"
X Link 2026-02-11T06:29Z 40K followers, [----] engagements

"Brilliant talk by Petterfy $IBKR. 'Only way to make money is by front-running. "Short term front running is often called "illegal". LT front running is often called "investing"' Note: He owns $GS & $MS in his personal portfolio due to thesis of inertia https://www.interactivebrokers.com/en/index.phpf=5599&vid=18003 https://www.interactivebrokers.com/en/index.phpf=5599&vid=18003"
X Link 2018-05-29T21:15Z 40K followers, [---] engagements

"Sam Zell understood Incremental Return on Capital. how many boards do you think are like this Best quote: board members should be cheap consultants to the business not potted plants. Agreed. #Samzell #Amibeingtoosubtle"
X Link 2018-06-23T17:27Z 40K followers, [---] engagements

"This morning I released our ValueX Vail presentation on iQiyi $IQ In it I try to show 1) unit economics for the most important projects 2) why it deserves a place in our port and 3) why broader picture investors need to pay attention to China Tech. http://www.haydencapital.com/wp-content/uploads/Hayden-Captal_ValueX-Vail_Presentation_IQ.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Captal_ValueX-Vail_Presentation_IQ.pdf"
X Link 2018-07-15T15:08Z 40K followers, [---] engagements

"Last week we published Hayden Capital's Q2 [----] letter. In it I talk about some Lessons from my recent Asia trip $AMZN's opportunity for growth and our $IQ thesis. http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2018-Q2.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2018-Q2.pdf"
X Link 2018-08-13T15:42Z 40K followers, [--] engagements

"$AMZN: "The average cost per click on a sponsored Amazon product rose to [--] cents in the second quarter of [----] up [--] percent year-over-year." Ad "shelf-space" is increasing x cost per ad rising (albeit slowly). via @Recode https://www.recode.net/2018/9/10/17797720/amazon-is-stuffing-its-search-results-pages-with-ads https://www.recode.net/2018/9/10/17797720/amazon-is-stuffing-its-search-results-pages-with-ads"
X Link 2018-09-11T14:50Z 40K followers, [--] engagements

"We published Hayden Capital's Q3 [----] letter yesterday. This quarter I focus on the more philosophical aspect of investing: What's the optimal position size Can we incorporate R&D into our investing frameworks +A few position updates on $JD & $MKL. http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2018-Q3.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2018-Q3.pdf"
X Link 2018-11-10T19:50Z 40K followers, [---] engagements

""Buffett was intimating that we should become familiar with a new reality: The world was changing and the tech companies that value investors used to haughtily dismiss were here to stay - and were immensely valuable." http://fortune.com/longform/value-investing-warren-buffett-tech-stocks http://fortune.com/longform/value-investing-warren-buffett-tech-stocks"
X Link 2018-11-22T14:44Z 40K followers, [---] engagements

"We published our Q4 [----] investor letter this morning. In it we discuss how rising CAC's have made customers a scarce resource and the impact it's having on platform biz models / rise of the "super apps". Plus commentary on $CVNA and $JD. $AMZN $3690.HK http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2018-Q4.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2018-Q4.pdf"
X Link 2019-02-04T15:21Z 40K followers, [---] engagements

"#Shopee Brazil is now the #1 shopping app spot (#10 overall) after launching just [--] months ago & surpasses $MELI. 240K followers (on par with its SE Asia accounts). As much as they claim this is still a "test initiative for the cross-border team". it sure doesn't seem like it"
X Link 2019-12-26T19:02Z 40K followers, [--] engagements

"2019 was a good year for Hayden's partners. In our Q4 [----] investor letter I discuss "The Connoisseur" investing style we pursue as well as recent developments at Sea Ltd that investors are overlooking (Shopee Brazil & #Dauntless). $SE @PhoenixLabs http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2019-Q4.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2019-Q4.pdf"
X Link 2020-02-13T18:03Z 40K followers, [---] engagements

"Hayden's Q1 [----] letter was published this morning. This quarter I talk about: - Our recent performance - The opportunity set we're seeing in ecommerce businesses - The sale of $IBKR - And why $CVNA is starting to trial a marketplace model. http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2020-Q1.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2020-Q1.pdf"
X Link 2020-05-08T13:25Z 40K followers, [---] engagements

"I smell advertising-driven take rates going up. (read: high margin vs. other methods like VAS that's low margin) $SE $GOOG Shopee creates e-commerce ad solutions for brands with Google via @thedrum https://www.thedrum.com/news/2020/07/17/shopee-creates-e-commerce-ad-solutions-brands-with-google https://www.thedrum.com/news/2020/07/17/shopee-creates-e-commerce-ad-solutions-brands-with-google"
X Link 2020-07-17T17:18Z 40K followers, [---] engagements

"Shopee confirms what we've been saying - that global accel from Covid will be esp impactful for SE Asia. The 50% of consumers who have never shopped online before will be forced to try it for the 1st time. The platform is addicting - try it a few times and you'll be hooked $se"
X Link 2020-08-01T12:54Z 40K followers, [--] engagements

"Excellent break-down of Unity's S-1 by @Badpak . This IPO's going to get interesting. $U Thread on Unity's S-1: Unity is the company behind the Unity Real-Time Development platform which competes with Epic Games' Unreal Engine. It is a fascinating company with a very long runway for growth would highly recommend reading the prospectus: https://t.co/tU8TkZlwrU https://t.co/SVeN4Fx1xL Thread on Unity's S-1: Unity is the company behind the Unity Real-Time Development platform which competes with Epic Games' Unreal Engine. It is a fascinating company with a very long runway for growth would"
X Link 2020-08-24T22:59Z 40K followers, [---] engagements

"Anyone have confirmation of this ShopeePay capturing 26% of Indo e-wallet share is astonishing if accurate. $SE https://www.thejakartapost.com/news/2020/09/03/e-commerce-group-sees-room-for-digital-wallet-growth.html https://www.thejakartapost.com/news/2020/09/03/e-commerce-group-sees-room-for-digital-wallet-growth.html"
X Link 2020-09-03T21:43Z 40K followers, [---] engagements

"Indonesia vs. India E-commerce GMV: @TheKenWeb @RedSeer"
X Link 2020-09-11T17:29Z 40K followers, [--] engagements

"Will Danoff: The Legend @Fidelity On asking the important questions why earnings growth is important don't arbitrarily sell just because a stock has appreciated :)'s in his notebooks and hanging out with young people. https://www.barrons.com/articles/fidelitys-will-danoff-looks-back-on-30-years-at-contrafund-51601679688 https://www.barrons.com/articles/fidelitys-will-danoff-looks-back-on-30-years-at-contrafund-51601679688"
X Link 2020-10-11T15:42Z 40K followers, [---] engagements

"How do you judge something intangible like corporate culture especially from the outside looking in (who you interview what questions to ask etc) Roi just created a "cheat sheet" for doing just that. I'm glad I could be a small part of this effort. @GSpier @roi_lipovetzky"
X Link 2020-10-30T18:09Z 40K followers, [---] engagements

"ShopeePay is #1 Indo e-wallet $SE: - User Penetration vs. comps: ShopeePay (48%) vs. OVO (46%) GoPay (35%) DANA (26%) and LinkAja (16%) - Digital wallets have 94% user loyalty - Highest NPS driven by superior user interface & top-up (not discounts) https://www.thejakartapost.com/news/2020/11/06/shopeepay-most-popular-e-wallet-in-october-survey-says.html https://www.thejakartapost.com/news/2020/11/06/shopeepay-most-popular-e-wallet-in-october-survey-says.html"
X Link 2020-11-06T17:45Z 40K followers, [---] engagements

"It's that time of year again. Google Temasek & Bain just put out their annual "e-Conomy SEA [----] Report": https://economysea.withgoogle.com/ https://economysea.withgoogle.com/"
X Link 2020-11-10T20:56Z 40K followers, [---] engagements

"Hayden Capital's Q3 [----] letter was release yesterday. Topics include: - "Real World" Options in Business - Our thesis on Afterpay (including a 34-slide deck outlining the opportunity) Q3 [----] Letter: Afterpay (ASX: APT) Deck: http://www.haydencapital.com/wp-content/uploads/Hayden-Captal_APT-Presentation.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2020-Q3.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Captal_APT-Presentation.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2020-Q3.pdf"
X Link 2020-11-15T20:09Z 40K followers, [---] engagements

"Wow. This Grab-Gojek merger will have shockwaves if it closes. lets see if the two sides can work out their personal differences. On a sidenote good to see ShopeePay's success spurring this and giving them a run for their money. $SE #Grab #Gojek https://www.straitstimes.com/business/companies-markets/grab-gojek-close-in-on-terms-for-merger https://www.straitstimes.com/business/companies-markets/grab-gojek-close-in-on-terms-for-merger"
X Link 2020-12-03T01:31Z 40K followers, [--] engagements

"Chinese gaming studios now comprise 19% (up from 3% [--] years ago) of US mobile gaming revenue. This is just the start of immersive mobile gaming in the West and Genshin Impact provided the roadmap. @master_the_meta @k_abhimanyu11 https://www.masterthemeta.com/business-breakdowns/genshin-impact-deconstructing-mobiles-next-frontier https://www.masterthemeta.com/business-breakdowns/genshin-impact-deconstructing-mobiles-next-frontier"
X Link 2020-12-23T22:32Z 40K followers, [---] engagements

""Afterpay Basket Size Increased 30% during Holiday 2020" $APT.AX #Afterpay - 145% y/y in merchant referrals from shop directory - 13M cumulative customers have now tried Afterpay in the US https://prn.to/3nbqHR2 https://prn.to/3nbqHR2"
X Link 2021-01-04T18:13Z 40K followers, [--] engagements

"Sea's Indo Banking Ambitions. anyone have information on if Sea really acquired Bank BKE in Jakarta $SE https://kr-asia.com/sea-group-is-hiring-in-indonesia-for-digital-banking-push-after-possible-acquisition https://kr-asia.com/sea-group-is-hiring-in-indonesia-for-digital-banking-push-after-possible-acquisition"
X Link 2021-01-07T21:23Z 40K followers, [---] engagements

"I think in today's environment of free money and a flood of retail investors this is one of the greatest "investment edges" we have today. @HowardMarksBook @andrewfmarks The dichotomy of value and growth investing has become a sharp stylistic divide. @HowardMarksBook writes in his latest memo how he views value investing in today's increasingly efficient and complex world. Read/subscribe: https://t.co/iUSTt6ZmQM #OaktreeInsights https://t.co/KCtjun0ave The dichotomy of value and growth investing has become a sharp stylistic divide. @HowardMarksBook writes in his latest memo how he views value"
X Link 2021-01-12T00:00Z 40K followers, [---] engagements

"Hayden's recent Q4 [----] letter where I touch upon: - Our journey in building Hayden Capital over the past [--] years - Why I think the investing is an artistic pursuit - Some updates on $SE Brazil and our investment in a SPAC http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2020-Q4.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2020-Q4.pdf"
X Link 2021-02-15T16:55Z 40K followers, [---] engagements

"Sea's Shopee to enter Mexico online market with app launch https://finance.yahoo.com/news/seas-shopee-enter-mexico-online-191923732.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/seas-shopee-enter-mexico-online-191923732.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2021-02-22T19:27Z 40K followers, [---] engagements

"$SE ShopeePay Indo KPIs from recent survey: - Covid boosted e-wallet adoption by +44% - Mindshare: 68% of e-wallet users have ShopeePay - Frequency: 14x per month (9x online + 5x offline) - ShopeePay rated easiest to use at 54% vs. next is Ovo at 20%. https://dailysocial.id/post/shopeepay-uang-elektronik-popularitas-2021 https://dailysocial.id/post/shopeepay-uang-elektronik-popularitas-2021"
X Link 2021-03-08T17:17Z 40K followers, [---] engagements

"Hard to believe it's already been a year. Before we know it it'll be the 30th year anniversary 😂. @DennisHong17 Can't wait for what we have planned at year-end too @goodinvestingc 🤫. Very happy to announce that @DennisHong17 & @HaydenCapital will join me [--] year after our first interview in June and July [----] for a follow-up interview. I am very curious to learn what changed & is the same. Here you can find the "old" interviews: https://t.co/l0ZduGlwNF https://t.co/7uMBAbL3t9 Very happy to announce that @DennisHong17 & @HaydenCapital will join me [--] year after our first interview in June and"
X Link 2021-03-16T19:06Z 40K followers, [--] engagements

"$SE pressing its advantage: - We had to do more business on Shopee because our customers all went there - "Some brands are paying Shopee about $200000 to be featured on the apps top page" - Shopee used to beg us. Now we have to beg them https://www.theinformation.com/articles/how-singapores-sea-used-facebook-to-become-an-e-commerce-giant https://www.theinformation.com/articles/how-singapores-sea-used-facebook-to-become-an-e-commerce-giant"
X Link 2021-03-19T17:44Z 40K followers, [---] engagements

"Is this right Garena's Free Fire is the #7 US grossing game & Sensor Tower saying they have 46% market share (gross revs) of Battle Royal games in the US If so congrats #Garena team on sneakily entering the US. Can anyone with data confirm $SE https://mp.weixin.qq.com/s/KPM71esfvHLL90-wlYUHCQ https://mp.weixin.qq.com/s/KPM71esfvHLL90-wlYUHCQ"
X Link 2021-03-22T23:17Z 40K followers, [---] engagements

"Lessons for why Localization & Culture matters: "Heres how Lazada lost its lead to Shopee in Southeast Asia" $SE $BABA https://kr-asia.com/heres-how-lazada-lost-its-lead-to-shopee-in-southeast-asia-part-2-of-2 https://kr-asia.com/heres-how-lazada-lost-its-lead-to-shopee-in-southeast-asia-part-1-of-2 https://kr-asia.com/heres-how-lazada-lost-its-lead-to-shopee-in-southeast-asia-part-2-of-2 https://kr-asia.com/heres-how-lazada-lost-its-lead-to-shopee-in-southeast-asia-part-1-of-2"
X Link 2021-03-24T19:40Z 40K followers, [---] engagements

"@DennisHong17 @themilinvestor I'll echo Dennis here and also add that based on recent data (some of which I mentioned here on twitter) Sea's right-to-win this market has only gotten stronger since. If the fundamentals have gotten stronger why sell based upon the actions of others (who determine ST prices)"
X Link 2021-03-25T00:49Z 40K followers, [--] engagements

"🐐 Quote @plaffont"
X Link 2021-03-25T12:50Z 40K followers, [---] engagements

"Sent out Hayden's Q1 [----] Investment Letter over the weekend. The letter discusses: - Why I believe SE Asia's startup ecosystem is at an inflection point - Our sale of $AMZN - Some operational updates regarding Hayden's biz http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q1.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q1.pdf"
X Link 2021-05-17T15:24Z 40K followers, [---] engagements

"Shein: The TikTok of Ecommerce. First in-depth profile of Shein I've come across a company who's taking internet-speed iteration to physical supply chains. https://www.notboring.co/p/shein-the-tiktok-of-ecommerce https://www.notboring.co/p/shein-the-tiktok-of-ecommerce"
X Link 2021-05-20T23:08Z 40K followers, [---] engagements

""If you're not passionate about it and only in it for the money you have no chance of competing with these people. They're going to outwork and out-execute you." - Stanley Druckenmiller H/T @TrungTPhan"
X Link 2021-05-28T18:42Z 40K followers, [---] engagements

"As I talked about in our last letter the Gen [--] companies are replanting seeds into the SE Asian ecosystem. An example here of many Sea alumni going on to found Gen [--] companies. $SE https://www.techinasia.com/visual-story/unearthing-sea-groups-alumni-network https://www.techinasia.com/visual-story/unearthing-sea-groups-alumni-network"
X Link 2021-06-09T12:34Z 40K followers, [---] engagements

"Just crazy. Apparently #Shein is doing $2BN in monthly sales or $25BN run-rate GMV. This is versus just $1.2BN monthly in Q1 [----] and $10BN for all of [----]. - Also 30M DAU / 120M registered users signals good engagement. Source: https://mp.weixin.qq.com/s/Rwbx5udZj7wgEcGkonN8iw https://mp.weixin.qq.com/s/Rwbx5udZj7wgEcGkonN8iw"
X Link 2021-06-24T22:19Z 40K followers, [---] engagements

"Good chatting with you Tilman. Excited for Pt. [--] where we tackle some juicier topics in a few weeks 🥳 "Since inception @HaydenCapital has generated a +33.6% annualized return for our partners." What were the fundaments Fred Liu could build this success on In our latest conversation you can find interesting insights: 👉🏻👉🏻👉🏻https://t.co/4e606UgXJH https://t.co/c8fWWwvSNl "Since inception @HaydenCapital has generated a +33.6% annualized return for our partners." What were the fundaments Fred Liu could build this success on In our latest conversation you can find interesting insights:"
X Link 2021-07-06T11:48Z 40K followers, [---] engagements

"Surprising indeed. Initial take: could be a great combo to create a global payments behemoth & great respect for the $sq team. Lots of work to do in next few weeks. Price seems low but perhaps value is in the post-merger. Also welcome to the $APT.AX fam @DennisHong17 😁 Didn't see this one coming on a Sunday. @square acquiring Afterpay for $29 B (all stock deal) Combined reach of 85M+ consumers. Will tightly integrate w/ both Cash App and Merchants. Tons of implications for fintech - large cap m&a consumer super app embedded lending etc. https://t.co/SDVr54mEAA Didn't see this one coming on a"
X Link 2021-08-02T01:06Z 40K followers, [---] engagements

""The next generation of global payments: Afterpay + Square" - written by @dcstalder at @MatrixPartners (one of $APT.AX's largest VC backers) via @techcrunch https://tcrn.ch/3ynBxcQ https://tcrn.ch/3ynBxcQ"
X Link 2021-08-03T18:28Z 40K followers, [---] engagements

"Oh Hello Shopee👋 Shopee's [---] sale seems to be working. hitting top of the Brazilian app rankings on both iOS and Android. (Garena not far behind either). $SE"
X Link 2021-08-05T16:15Z 40K followers, [---] engagements

"Don't be afraid to taste the Kool-aid. @NeckarValue @SuperMugatu https://neckar.substack.com/p/betting-on-change https://neckar.substack.com/p/betting-on-change"
X Link 2021-09-09T21:24Z 40K followers, [---] engagements

"What Shopee $SE potentially sees in its newest markets of Poland & India and some helpful comparison data across the countries. Also thanks for the quotes @techinasia :) https://www.techinasia.com/shopee-late-bird-worm https://www.techinasia.com/shopee-late-bird-worm"
X Link 2021-10-07T14:34Z 40K followers, [--] engagements

"Thanks @heymaxkoh and @goodinvestingc for documenting this maybe the top [--] smartest-sounding things I've ever said 😬 Everyone who knows me knows the other 90% of what spews out of my mouth is usually crap 🤣"
X Link 2021-10-16T17:49Z 40K followers, [--] engagements

"Shopee is already at #2 in Poland and #6 in Spain weeks after launching on Google Play (Android is 80-90% mkt share in these countries). And with plans to launch into France next: #Unbelievable $SE https://www.techinasia.com/shopee-gears-france-entry https://www.techinasia.com/shopee-gears-france-entry"
X Link 2021-10-21T16:01Z 40K followers, [---] engagements

"We finally published our $COIN thesis this wknd. Still early days but we believe the crypto economy is in the midst of "crossing the chasm" into mainstream adoption & use cases upon which Coinbase will benefit in the Western markets. Hope you enjoy http://www.haydencapital.com/wp-content/uploads/Hayden-Capital_Coinbase-Memo.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital_Coinbase-Memo.pdf"
X Link 2021-11-01T14:17Z 40K followers, [---] engagements

"It's that time of year again. Google Bain Temasek's annual SE Asia internet report is out. $SE Link here: https://economysea.withgoogle.com/ Google Temasek and Bain's e-Conomy SEA Report [----] estimates the region will reach US$174 billion in GMV by the end of [----] up 65.7% from [----]. https://t.co/vb9unCBGPF https://economysea.withgoogle.com/ Google Temasek and Bain's e-Conomy SEA Report [----] estimates the region will reach US$174 billion in GMV by the end of [----] up 65.7% from [----]. https://t.co/vb9unCBGPF"
X Link 2021-11-11T00:08Z 40K followers, [---] engagements

"Hayden's Q3 [----] investor letter. We discuss: - How the internet is resulting in cultures forming across shared-values rather than geographic boundaries - Lessons from our prior SPAC & #Zooplus investments - Link to our Coinbase $COIN memo http://haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q3.pdf http://haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q3.pdf"
X Link 2021-11-15T16:51Z 40K followers, [---] engagements

""Shopee has grabbed [------] orders a day in India and has more than [--] million app installs on the Google Play Store. Industry sources said Amazon and Flipkart average 2-2.5 million orders per day." $SE https://www.outlookindia.com/website/story/business-news-ecommerce-braces-up-for-discount-war-as-singapores-shopee-enters-india/402459 https://www.outlookindia.com/website/story/business-news-ecommerce-braces-up-for-discount-war-as-singapores-shopee-enters-india/402459"
X Link 2021-11-26T16:14Z 40K followers, [---] engagements

"Join me in welcoming @philip_778 to Twitter Philip did much of the heavy-lifting on our $COIN memo over the last six months along with other non-crypto ideas. If you're interested in good data-points on crypto or consumer tech follow him & strike up a convo. Spent summer/fall immersed in the crypto space and with Coinbase in particular. Open to any feedback on the report and happy to connect with like-minded investors $coin https://t.co/zZFQf8X6k3 Spent summer/fall immersed in the crypto space and with Coinbase in particular. Open to any feedback on the report and happy to connect with"
X Link 2021-12-30T19:40Z 40K followers, [--] engagements

"Tencent trimming & bring voting rights under 10%. Rest of shares locked up and intends to keep the majority of shares. $SE Looks like a distribution isn't happening. Perhaps it's related to India's Chinese ownership opposition after all https://www.tencent.com/en-us/articles/2201261.html https://www.tencent.com/en-us/articles/2201261.html"
X Link 2022-01-04T12:14Z 40K followers, [---] engagements

""12% of first-time buyers indicated that selling cryptocurrency holdings contributed toward building a down payment for a house.""
X Link 2022-01-11T18:43Z 40K followers, [---] engagements

"It seems many new $SE investors lack the historical context around Shopee's promotion cust. acq strategy. It's the same exact playbook as SE Asia in 2017-19. many questioned Shopee Indo's discount business model sustainability at that time too. https://kr-asia.com/as-shopee-expands-aggressively-around-the-world-will-it-become-the-amazon-of-emerging-economies https://kr-asia.com/as-shopee-expands-aggressively-around-the-world-will-it-become-the-amazon-of-emerging-economies"
X Link 2022-01-13T20:06Z 40K followers, [---] engagements

"I'm back. Missed this city the last [--] years"
X Link 2022-02-09T14:07Z 40K followers, [---] engagements

"Hayden's Q4 [----] investor letter is out: - We discuss the drivers of our portfolio - $SE's new investments in particular Shopee Brazil Unit Economics and strategy (which seems a point of confusion among investors) - Our newest addition to the team http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q4.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q4.pdf"
X Link 2022-02-15T14:55Z 40K followers, [---] engagements

"$BABA seems intent on spinning off Lazada in the mid-term. If so could be a positive for $SE since Lazada would need to raise capital separately vs relying on the mothership's massive CF (original $SE bear-argument few yrs ago) Referenced BBG report: https://www.bloomberg.com/news/articles/2022-02-23/alibaba-said-to-halt-talks-to-raise-1-billion-before-lazada-ipo https://www.bloomberg.com/news/articles/2022-02-23/alibaba-said-to-halt-talks-to-raise-1-billion-before-lazada-ipo"
X Link 2022-02-24T15:37Z 40K followers, [---] engagements

"Singapore's Airport waterfall. . vs NYC LaGuardia's Airport waterfall"
X Link 2022-03-01T00:03Z 40K followers, [---] engagements

"$SE Earnings. What stood out are: - Shopee Brazil did 140M orders in Q4. Annualized that's 560M orders (higher than Mercado) still growing 300-400% y/y. They're already pumping more orders to 3PLs than Mercado internally. See our Q4 [----] letter. This changes 3PL economics"
X Link 2022-03-02T01:59Z 40K followers, [---] engagements

"Implies that at 55% market share $SE doesn't have much incr share to take given the 20-30% y/y ecom industry growth. They'll take share a bit on top but now that land-grab phase is over it's time to monetize via high margin take-rates. So EBITDA rev growth GMV growth. @HaydenCapital @thedatagap What are your thoughts on the guide Implies SEA is decelerating fast @HaydenCapital @thedatagap What are your thoughts on the guide Implies SEA is decelerating fast"
X Link 2022-03-03T07:42Z 40K followers, [---] engagements

"Thanks to the Graham and Doddsville team for featuring us this quarter. I've been reading G&D since I was a teenager so this is really a dream come true. @Columbia_Biz https://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2045.pdf https://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2045.pdf"
X Link 2022-05-03T22:13Z 40K followers, [---] engagements

"Shopee continues to gain market share vs. Lazada despite being 3x larger in GMV. Lazada reported 32% y/y order growth vs. Shopee's 70% y/y (albeit including some Brazil orders but still far above Lazada). Last quarter was 54% y/y Lazada vs. 90% y/y Shopee. $SE $BABA"
X Link 2022-05-26T14:28Z 40K followers, [---] engagements

"So this is Lazada CEO #5 in [--] years I've lost count. $BABA $SE Alibaba replaces Lazada Group CEO Chun Li with the head of its Thailand business and one-time business assistant to Alibaba CEO Daniel Zhang via @technology https://www.bloomberg.com/news/articles/2022-06-03/alibaba-is-said-to-replace-lazada-ceo-in-southeast-asia-shakeup https://www.bloomberg.com/news/articles/2022-06-03/alibaba-is-said-to-replace-lazada-ceo-in-southeast-asia-shakeup"
X Link 2022-06-03T17:19Z 40K followers, [---] engagements

"Why Incremental ROIC (and obtaining the datapoints that go into the unit economics) Historical ROIC for rapidly growing companies. Aswath Damodaran on the downfalls of the ROIC metric https://t.co/0s10ZNpY9W Aswath Damodaran on the downfalls of the ROIC metric https://t.co/0s10ZNpY9W"
X Link 2022-06-06T17:25Z 40K followers, [---] engagements

"BlackRock is partnering with Coinbase to make it easier for institutional investors to manage and trade Bitcoin marking a major push into cryptocurrencies for the worlds largest asset manager $COIN https://www.bloomberg.com/news/articles/2022-08-04/blackrock-teams-up-with-coinbase-in-crypto-market-expansion https://www.bloomberg.com/news/articles/2022-08-04/blackrock-teams-up-with-coinbase-in-crypto-market-expansion"
X Link 2022-08-04T13:29Z 40K followers, [--] engagements

"$SE 4Q22 Earnings: inflected op margins by 25% in one quarter (-15.7% 3Q22 +9.9% 4Q22). Ecom margins improved +35%. Outlined how we suspect they're following the $PDD playbook in our Q3 letter. This quarter confirmed it"
X Link 2023-03-07T16:32Z 40K followers, 34K engagements

"Latest memo from Forrest Li: $SE https://www.techinasia.com/forrest-li-pivotal-moments-turn-sea-group https://www.techinasia.com/forrest-li-pivotal-moments-turn-sea-group"
X Link 2023-05-17T14:02Z 40K followers, 43.4K engagements

"J&T filed to go public on the HK exchange on Friday. J&T is the logistics company that's significantly enabled Tiktok Shop PDD's Temu Shopee and Shein's global ambitions. Arguably none of them could have expanded as rapidly without J&T. $PDD $SE https://www1.hkexnews.hk/app/sehk/2023/105469/documents/sehk23061601571.pdf https://www1.hkexnews.hk/app/sehk/2023/105469/documents/sehk23061601571.pdf"
X Link 2023-06-18T00:32Z 40K followers, 35.6K engagements

""A Postcard From China". Enjoyed this note from my friend Rob at RV Capital. It captures many of the same thoughts I've been having over the past year in the wake of US-China tensions / news cycle and he framed it much more eloquently than I could. https://www.rvcapital.ch/post/a-postcard-from-china https://www.rvcapital.ch/post/a-postcard-from-china"
X Link 2023-07-25T16:10Z 40K followers, 24.3K engagements

"Last Lecture Series: How to Live an Asymmetric Life Graham Weaver "Life is suffering. So choose something worth suffering for." "Everything you want in life is on the other side of "worse first"" Thanks @1ahmedh1 for sharing this 🙏 https://youtu.be/dZxbVGhpEkI https://youtu.be/dZxbVGhpEkI"
X Link 2023-08-02T17:22Z 40K followers, 13K engagements

""How to Craft a Winning Investment Process and Spot World-Class Companies" Rare interview with IGSB's Reece Duca from @TegusHQ Converge🐐. https://youtu.be/6d7jXlLqSg4si=K_ONYxJ6k8tWueJh https://youtu.be/6d7jXlLqSg4si=K_ONYxJ6k8tWueJh"
X Link 2023-11-09T15:59Z 40K followers, 16K engagements

"❤ A hero to many. (My wife painted this when we first met - we bonded over investing on our first date. It's hung in our house ever since). https://www.bloomberg.com/news/articles/2023-11-28/charles-munger-who-helped-buffett-build-berkshire-dies-at-99 https://www.bloomberg.com/news/articles/2023-11-28/charles-munger-who-helped-buffett-build-berkshire-dies-at-99"
X Link 2023-11-28T21:55Z 40K followers, 23.4K engagements

"$PDD Temu to cut logistics costs 30-60%. Partnering with express sea shipping companies (Matson Zim Maersk etc). Takes [--] days which is within promised delivery time. Should save $3-4 per parcel or at $35 baskets is a 10% margin improvement. https://mp.weixin.qq.com/s/JKJ8LTMzaMn5M4w3YO5sfw https://mp.weixin.qq.com/s/JKJ8LTMzaMn5M4w3YO5sfw"
X Link 2023-12-06T18:54Z 40K followers, 25.7K engagements

"Goldman estimates Li Auto will have $22BN net cash by [----]. Mkt cap at $27BN today. 78% of mkt cap in cash by [----]. $7BN FCF too. Already profitable will have higher margins than BYD & +25% higher growth (52% cagr). Where's the pessimism coming from $LI"
X Link 2024-01-30T01:38Z 40K followers, 45.3K engagements

"Another Super Bowl another Temu ad campaign. Seeing a lot of comments on here about Temu's 2nd year of Super Bowl ads. Looking through the comments it seems there's a lot of misunderstanding on just how effective last year's ads were. The CACs were $1 last year () vs. normally $21. h/t @TechBuzzChina @ruima $PDD"
X Link 2024-02-12T17:13Z 40K followers, 62.3K engagements

""PDD's secretive founder his mentor and Warren Buffet - and why Financial Times was clueless" A great rebuttal to the FT's $PDD article (which imo was very superficially researched) from the team at and @robert_baiguan Context matters. https://www.baiguan.news/p/pdds-secretive-founder-his-mentor http://Baiguan.news http://bigonelab.com https://www.baiguan.news/p/pdds-secretive-founder-his-mentor http://Baiguan.news http://bigonelab.com"
X Link 2024-03-14T17:22Z 40K followers, 38.4K engagements

"Shopee Xpress (in-house logistics) is almost as big as J&T Express (largest 3rd party shipper) in SE Asia now (89% the size). $SE $1519.HK https://ir-upload.realxen.net/iis/1519/uploads/iis/2024/11328152-0.PDF https://ir-upload.realxen.net/iis/1519/uploads/iis/2024/11328152-0.PDF"
X Link 2024-08-20T03:34Z 40K followers, 20K engagements

"CNBC: "How do you hedge your risk" Tepper: "My counter-bet is. that I don't care" 😂 What is David Tepper buying in China "Everything" he says. "ETFs I would do futures - everything. Everything." https://t.co/KF2UIA7sSg What is David Tepper buying in China "Everything" he says. "ETFs I would do futures - everything. Everything." https://t.co/KF2UIA7sSg"
X Link 2024-09-26T16:38Z 40K followers, 17.4K engagements

"All our historical investor letters are back on our website We took it off two years ago due to new compliance rules but have just received the green-light. I see these letters as a "journal" of our investing journey and adhere to our philosophy of "learning in public". I'm glad they're finally open to the public again. https://www.haydencapital.com/investor-letters/ https://www.haydencapital.com/investor-letters/"
X Link 2024-12-10T20:00Z 40K followers, 180.9K engagements

"Can't believe I missed this tidbit on Bill Hwang too. Li Lu's low-key going from "can you believe he was trading relative val on Posco vs. Samsung (2x vs 3x P/E)" to casually mentioning he eventually went to jail and almost causing CS bankruptcy 😅. https://offpisteinvesting.com/wp-content/uploads/2025/01/Global-Value-Investing-in-Our-Era.pdf New Li Lu speech Global Value Investing & The Times https://t.co/sPEYtgISe3 https://t.co/lxSKfktBev https://offpisteinvesting.com/wp-content/uploads/2025/01/Global-Value-Investing-in-Our-Era.pdf New Li Lu speech Global Value Investing & The Times"
X Link 2025-02-07T02:20Z 40K followers, 37.6K engagements

"Just announced on call: $APP signed a term sheet to sell it's entire games studios (apps) business. The company has wanted to sell this division for a few years. What's left is a 76% ebitda margin adtech network business which grew +91% y/y last year"
X Link 2025-02-12T22:11Z 40K followers, 37K engagements

"We just published our Q4 [----] Letter. Hard to believe we're [--] years in already. In the letter I discuss: - Our strategy for finding "emerging growth" companies - Why we're in the Power Law business and our portfolio return profile - Why our foundation (i.e. Partners) are so important to us - An update on Shopee Express & an ROI estimate $SE Hope you like the new site too: https://haydencapital.com/wp-content/uploads/2025/02/Hayden-Capital-Quarterly-Letter-2024-Q4.pdf https://haydencapital.com/wp-content/uploads/2025/02/Hayden-Capital-Quarterly-Letter-2024-Q4.pdf"
X Link 2025-02-27T23:30Z 40K followers, 26.4K engagements

"We put out our Q1 [----] letter a few days ago. This quarter we discuss: - Why "Only The End-State Matters" - An update on Shopee Brazil and their overseas expansion $SE - Our internship program and a $WISE memo Letter is on our site here: https://haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2025-Q1.pdf https://haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2025-Q1.pdf"
X Link 2025-06-03T16:31Z 40K followers, 32.9K engagements

"What a story. Zhang Junjie was orphaned at [--] and homeless to illiterate at [--] to Billionaire by [--]. I first tried Chagee in Shenzhen last year and then again at their first US-outpost (Los Angeles). It's a great product and their "Guochao" branding on point (modernized traditional Chinese aesthetic). From Haidilao & Tai Er to Luckin HeyTea and now Chagee entering the US pretty excited to watch US consumers finally be introduced to upscale Chinese F&B brands (please no more Panda Express.). $CHA Just posted my $CHA Chagee Deep Dive It trades at 11x PE grew rev 97.5% in the LTM and has"
X Link 2025-07-29T00:25Z 40K followers, 26.4K engagements

"We published our latest Q2 [----] investor letter. In it we discuss: - How can we apply the "Minimax" theory to the investing field - Our [--] year journey with SmartRent $SMRT and subsequent sale. - An ode to "catching crumbs" and being pirates again. Full letter is on our site here: https://haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2025-Q2.pdf https://haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2025-Q2.pdf"
X Link 2025-08-30T01:55Z 40K followers, 16.5K engagements

"Huge respect to @gatorcapital 🫡 Really admire how he built Gator and in many ways I feel like we run similar firms / followed similar paths (but Gator's done it better with much to learn). Recommend the interview for how he bootstrapped the biz self-selection of partners belief in transparency (both process & ideas) etc. Would love to meet in LA / Tampa sometime OUT NOW @gatorcapital on @opmpod -Sector specific HFs need beat $SPY -Scaling to $300m in AUM (the hard way) -Managing HF and mutual fund capital -His financial sector outlook Apple https://t.co/KsWPGLYtr5 Spotify"
X Link 2025-10-29T17:15Z 40K followers, 27.2K engagements

"We published our Q3 [----] letter today. Just in time for Thanksgiving reading :) This quarter we talk about: - Amidst all the AI Bubble talk remember that most technological progress is "Built by Bubbles". - The investment case for Timee (215A.T) a spot-work job marketplace in Japan. Full letter is on our website: https://haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2025-Q3.pdf https://haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2025-Q3.pdf"
X Link 2025-11-26T20:02Z 40K followers, 50K engagements

"Went to the Sequoia / Ruane Cunniff & Goldfarb Investor Day. Took some notes which I thought may be valuable to the community. Enjoy"
X Link 2017-05-19T18:45Z 40K followers, [---] engagements

"Hayden's Q2 [----] Letter was published this morning. We delve into how we analyze data-points plus position updates. http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2017-Q2.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2017-Q2.pdf"
X Link 2017-07-31T15:39Z 40K followers, [---] engagements

"Hayden's Q3 [----] Letter was released over the weekend. We talk about why we're investing in "tech" and position updates. http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2017-Q3.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2017-Q3.pdf"
X Link 2017-11-06T15:48Z 40K followers, [--] engagements

"Over the weekend I added a recent interview with Valuewalk's Hidden Value Stocks publication + a recent deck for MOI Global's Best Ideas [----] conference to our site. A lot is on our process plus some discussion on current positions. For those curious: http://www.haydencapital.com/investor-letters/ http://www.haydencapital.com/investor-letters/"
X Link 2018-01-22T23:06Z 40K followers, [--] engagements

"A Rare Interview with Capital Today's founder Xu Xin: (can use Google to translate) She's an early investor in $JD $NTES Wahaha Three Squirrels $VIPS and others. I took some notes & thought others may find it useful. Notes are attached. http://36kr.com/p/5130065.html http://36kr.com/p/5130065.html"
X Link 2018-04-20T17:36Z 40K followers, [---] engagements

"The Q1 [----] Letter is out. Topics this quarter include: - Why Margin Profiles Aren't Created Equal - How Running a Investment Firm is similar to running a Restaurant Biz & - My Love For Coffee Chats. See you all in Omaha http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2018-Q1.pdf http://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2018-Q1.pdf"
X Link 2018-05-02T14:45Z 40K followers, [---] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing