SaltLight Capital Management
@saltlightfunds
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Investment Manager of the SaltLight SNN Worldwide Flexible Fund (https://t.co/d779xGH2zg)
Johannesburg, South Africa
Joined August 2020
Our 3Q24 SaltLight Worldwide Flexible Fund Fact Sheet is out.
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Our latest SaltLight Worldwide Flexible Fund 4Q24 Fact Sheet is out. 👉
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We're getting a bunch of questions on how to invest. The SaltLight FR Worldwide Flexible Fund is available on these platforms - EasyEquities - Momentum Investments and -AllanGray (min's apply). TFSA avail. More here: @EasyEquities @Momentum_za
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RT @davideborall: Thanks to @CitywireSA for highlighting our SaltLight Unit Trust Fund. @saltlightfunds
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Our SaltLight 3Q24 letter is out. We talk about the future of the game industry. $APP, Tencent and $SE
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RT @StockCompil: Saltlight Capital on Brookfield $BN US Brookfield is positioning itself as a key player in the critical global energy exp…
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We wrote about Brookfield's insurance business in our 1Q22 investor letter.
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The SaltLight SNN Worldwide Flexible Fund 2Q22 letter is out. We had a lot of fun writing it. Subjects: - Prosus - Wile E. Coyote and Road Runner - Holding Company Discounts - $BAM
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Did you know that the SaltLight SNN Worldwide Flexible Fund is available on the @EasyEquities platform? (+TFSA) They’re running some awesome awards to “win your retirement” 👉Check it out:
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The SaltLight SNN Worldwide Flexible Fund 4Q21 Letter is out: Meerkats and Marketplaces 1) Our focused strategy on durable and indispensable businesses; 2) Some learnings about marketplace business models that we’ve picked up over the years.
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Our SaltLight Capital 3Q21 Letter is out. 👉 We muse about the longer-term tech opportunities in light of frothy markets and regulatory headlines.
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Our SaltLight Capital 2Q21 letter is out... 👉👉
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Yahoo Finance covered our thesis on $NVDA...
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Our 1Q21 Investor Letter was sent out to investors last week. We talk about NVIDIA which is a continuation of our December thematic piece around artificial intelligence. $NVDA 👉
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SaltLight Funds - 4Q20 Co-investor Letter - Cartrack - Cloud, AI, and Selling Shovels to Gold Prospectors - How We Are Positioning the Portfolio for AI
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Investment management is not just about great investment ideas and being right about them... Much of the portfolio return outcome is about position sizing and risk management. We've learned hard lessons over the years and continue to improve our process.
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A core thesis of ours is that interactive content will rapidly erode 'passive' media content in the coming years. There will be UGC (user-generated content) and studio-developed content. @Roblox @FortniteGame are the first-movers into the mass market.
$12 pm subscription model for Fortnight Reed Hastings got it right last year: "We compete with (and lose to) Fortnite more than HBO. When YouTube went down globally for a few minutes in October, our viewing and signups spiked for that time."
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