Light Street Capital’s Glen Kacher is on CMBC said he’s adding his TWLO position this morning.
A little background about Light Street Capital and Glen Kacher.
Light Street Capital Management is a Palo Alto-based hedge fund, which mainly invests in public companies from the technology and media sectors. It was founded back in 2010 by Glen Kacher, who previously worked at Integral Capital Partners as a managing director, where he was in charge of both public and private investments in the internet, computer services, information security, software, and technology markets. Prior to joining Integral Capital Partners, Glen Kacher was employed at Tiger Management, first as a research analyst and then as a consultant. There, he broadened his investment philosophy working on investments in the hardware, software and networking industries. He holds a BS in Commerce with Distinction from the University of Virginia’s McIntire School of Commerce, and an MBA from Stanford University’s Graduate School of Business.
Glen Kacher’s Light Street Capital has had some seriously good returns throughout the years, and it was one of the best performing large hedge funds in our database during the second quarter. Since its inception (2010) through December 2017, the fund has delivered annualized net returns of 19.8%. In 2017, it brought back an impressive 38.6%. In 2018 YTD (October) the fund is up by an amazing 53%.
Can you tell where you found this interview. I’ve found the interview from this morning where he talks about Amazon and Softbank but I can’t find anything where he talks about TWLO.