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Hayden Capital

Everything we have picked from this writer, newest first.

Nubank raised credit limits 30% year over year while 90-plus-day delinquencies held at 6.4% to 7.0%, citing AI-driven underwriting models.

Hayden Capital Oct 23

GameStop is a real business now.

Hayden Capital Oct 9

Hayden Capital returned 19.4% in Q4 and 14.1% annualized since inception, driven by Sea’s Southeast Asian ecommerce position and AppLovin’s…

Hayden Capital Feb 26

Hayden Capital says Sea, AppLovin, New Oriental and Coinbase are gaining share as weaker rivals retrench, accelerating portfolio growth.

Hayden Capital May 26