Investing Reflecting on Spaceship Voyager in 2019 We ended the year with more than $50 million under management and 50,000 customers (and counting) across our Spaceship Voyager portfolios. Jason Sedawie 5 min read
Investing Free markets with MercadoLibre We take a closer look at MercadoLibre, Latin America’s largest e-commerce company. Jason Sedawie 4 min read
Investing Staying hungry on Yum China Our portfolio manager Jason Sedawie takes a look at the investment case for Yum China. Jason Sedawie 5 min read
Investing Is Shopify a mini-Amazon? We take a closer look at Shopify, a global retail operating system. Jason Sedawie 6 min read
Investing 5 game-changing company acquisitions Some companies focus on building products, others focus on buying products. Jason Sedawie 5 min read
Investing Not Slacking off We explore the investment case for workplace messaging app, Slack. Jason Sedawie 4 min read
