Sands Capital - What Matters Most
By Sands Capital
Sands Capital - What Matters MostJun 22, 2022
Keyence – An Automation Leader Poised for Growth
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.
Rentokil Initial – Finding Compelling Opportunities in Unusual Places
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 unlikely investment for Sands Capital.
Bio-Techne and the Life Sciences Revolution
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 - Enabling the Future of Mobility
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.
Tailwinds Forecasted for Southeast Asia’s Sea
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. https://www.sandscapital.com/WMM-Ep2-Disclosure
DoorDash – A Breakout Year
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. https://www.sandscapital.com/WMM-Ep1-Disclosure
MercadoLibre – Delivering Returns and Lifestyle Improvements
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. https://www.sandscapital.com/WMM-Ep3-Disclosure