Why do you like DoorDash, Jackson Zhu (Square Street Capital)?

Good Investing Talks

Jackson Zhu is the Emerging Manager behind Square Street Capital. He joined us to discuss his investment philosophy and his DoorDash case.

We have discussed the following:
00:00 Podcast Preview
01:00 Introducing Jackson Zhu
01:33 Jackson’s oil investment in 2020
05:45 Experiences from being an allocator
07:20 Learnings
13:28 The goal of his fund
15:12 Jackson Zhu’s investing style
16:40 “Certainty”
23:07 Join Good Investing Plus
24:10 Jackson Zhu’s Research process
30:03 The difference between being a private and a professional investor
38:30 Door Dash
50:20 When to sell Door Dash
52:00 Portfolio construction
01:02:02 Closing thoughts
01:04:10 Thank you
01:04:28 Disclaimer

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