Hayden Capital
Our archive holds 5 letters from Hayden Capital, behind 5 investment theses. Every quote below is copied verbatim from the letter it came from.
Hayden Capital’s own letters pageTheses · 5
- March 2026
Sea Limited is a profitable Southeast Asian ecommerce leader with accelerating growth, strong free cash flow, and a reinvestment-driven moat expansion story.
Read the full thesis - March 2026
Unity Software is a mission-critical game engine and ad-tech platform with sticky usage, a new management team, and a data-driven monetization upside.
Read the full thesis - December 2025
Sea Limited is a dominant Southeast Asian e-commerce platform reinvesting offensively amid stabilizing competition, with attractive valuation and prospects for a wider moat and stronger long-term economics.
Read the full thesis - March 2025
Shopee is positioned for significant growth in Brazil, with potential for high returns on investment and plans to expand further into Latin America leveraging its established operations.
Read the full thesis - December 2024
Shopee is transforming into a logistics powerhouse with a ~$1.6BN investment in Shopee Express
Read the full thesis
Letter archive · 5
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