Sands Capital - What Matters Most
Go inside the businesses driving global innovation, changing the way we live and work. Sands Capital is an active, long-term investor, and each podcast in our What Matters Most series offers investors an in-depth look at a particular company, explains how our high-conviction strategy led us to target them, and why we expect them to be a leader going forward. https://www.sandscapital.com/WMM-Disclosure
Episodes
Dive into the dynamic world of online sports betting in this episode of What Matters Most. We sit down with Katherine Bates, research analyst at Sands Capital, to discuss the rise and strategies of Flutter, the world's largest online sportsbook and gaming operator. Discover how Flutter is leveraging technology, regulatory changes, and a deep understanding of customer behavior to redefine the betting experience. From the intrica...
Explore digital innovation in Kazakhstan in this episode of What Matters Most, in which we spotlight Kaspi’s compelling super app ecosystem, which boasts nearly 70% of the country’s adult population as daily active users. Research Analyst Brian Crofton guides us through Kaspi’s growth into the country’s premier digital financial services company. Uncover the distinct challenges and prospects of operating and investing in Kazakhstan...
In this episode of What Matters Most, Sands Capital Sr. Research Analyst Daniel Pilling takes us on a deep dive into the world of Cadence, the leading software provider in the semiconductor industry. From the evolution of semiconductor design to the potential of generative AI, we explore the intricate processes and challenges in chip design. We delve into the cyclical nature of the semiconductor industry, the value addition in both...
If you’ve never thought about investing in IT services, this podcast episode could change your mind. Sr. Research Analyst Eric Black takes you through the investment case for Globant, the world’s largest pure play design-first digital services provider. Asset-light businesses such as Globant can be hard to evaluate, but the opportunities in the 1.5 trillion market of IT Services are undeniable. Eric helps us see why, unpacking the ...
Its mission is simple: protect life, preserve truth, and accelerate justice. As Axon Enterprises innovates to try to achieve that goal, its solutions are rapidly becoming the industry standard. In this episode of What Matters Most, Sands Capital Portfolio Manager and Sr. Research Analyst Danielle Menichella, CFA discusses the business’ journey from Taser maker to artificial intelligence-powered software developer. We’re diving deep...
This episode of What Matters Most dives into the evolutionary journey of Visa, a titan in the payments industry. Discover how the company continues to thrive by enabling innovation. Join Sands Capital Portfolio Managers Sunil Thakor and Michael Raab as they unpack the company's history, technology, and the formidable network that cements its position as an industry leader. From IPO to the present, we dissect the anatomy of Visa...
Reliance Industries’ portfolio of products and services touches almost every person in India on a daily basis—and fueled by favorable micro and macro trends, the company shows no signs of slowing down. In this episode, Sands Capital senior analyst Matt Luneburg, CFA explains why Sands Capital has a strong conviction in Reliance.
https://www.sandscapital.com/WMM-Disclosure
When Liberty Media bought the commercial rights to Formula One in 2017, it set a plan into motion: to transform this auto racing sport into a truly global phenomenon, backed by a strong brand and high-profile commercial partners. Sands Capital technology analyst Ben Betcher, CFA explains in this episode of What Matters Most, how Formula One’s tech-like business model differentiates it from other professional sports, and why it cont...
In a world where more than 500 million people battle known and undiagnosed diabetes, Dexcom stands out. This trailblazer in continuous glucose monitoring is on track for substantial growth amid evolving diabetes detection and treatment. In this episode, Senior Research Analyst Jenny Goldsmith, CFA details how Dexcom’s state-of-the-art software and predictive algorithms are revolutionizing diabetes care and why Goldsmith believes De...
You’ll find semiconductors in just about every device with a plug, a power button, or a battery. In this episode of What Matters Most, Sands Capital technology analyst Daniel Pilling explains why Entegris, a critical player in the global semiconductor industry, is seeing rapid growth as the demand for artificial intelligence (AI) and machine learning intensifies.
https://www.sandscapital.com/WMM-Disclosure
Nearly every factory has room for more automation, with greater penetration in existing industries and expansion into new industries expected over the next decade. Sands Capital’s Suni Thakor and Danielle Menichella discuss why Keyence, a factory automation market leader that specializes in sensor and sensor systems, will likely be a beneficiary of that growth and what makes the company so unique within its sector.
Growth investing often focuses on innovation, but Sands Capital’s Michael Raab and Matthew Luneburg show Rentokil as an example of a growth business that favors refining what’s already working. Rentokil, a pest control industry leader, has consolidated its technician service routes to achieve efficiencies and a significant competitive advantage. Listen as Michael and Matt talk about how we built conviction in what may seem an unlik...
Listen as we discuss the fascinating growth story of Bio-Techne, a life sciences company that supplies over 500,0000 tools that power new scientific breakthroughs. Sands Capital’s Daniel Cheng and Sunil Thakor detail how Bio-Techne's diversified exposure to one of the most dynamic secular growth trends sets it apart, and why it's a high-conviction business for Sands Capital.
Aptiv supplies computer technology to half of the world’s electrified vehicles. Next year they’ll lead the market in active safety solutions. Sands Capital’s Danielle Menichella and Dave Levanson discuss why we invest in Aptiv rather than trying to pick a winner from the crowded auto manufacturers race.
Singapore-based mobile gaming and ecommerce company Sea has created multiple runways for long-term growth for Southeast Asia’s largest internet and technology company based on market cap. Sands Capital Senior Portfolio Manager Neil Kansari describes how our deep research helped us discover Sea’s visionary management and diversified growth strategy and led us to invest in the company’s IPO.
How did DoorDash break through the crowded field of last-mile logistics to hold one of 2020’s biggest public offerings? Sands Capital analysts Katherine Okon and Barron Martin share the story of the differentiated strategies that led to DoorDash’s more than 200% gross order value growth last year. Listen as they make the case for even more investment opportunities going forward.
In 2018, World Bank reported that just 21% of Latin American adults borrowed from a financial institution. This key insight spelled tremendous potential growth for MercadoLibre, the Argentine commence innovator. Director of Research Perry Williams and Research Analyst Judy Jiao go deep on how we built on this insight to identify MercadoLibre’spotential for vast business growth and to revolutionize quality of life in Latin America.
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