Nelson Wu: How Well Do Tech Companies Know About Their Customers?

ValueWalk’s Raul Panganiban interviews Nelson Wu, the founder of OpenSquare Capital. In this part, Nelson discusses the amount of personal data Amazon keeps, tech companies disrupting the markets, Amazon taking a shot at Facebook, people’s personal habits, and his portfolio construction strategy. See part 1 here. See part 2 here. See part 4 here. See part 5 here. Q2 hedge fund letters, conference, scoops etc And then so their biggest competitor would be Samsung and does anyone else? Yeah, you can go down the list. I mean if you are an Amazon customer, they certainly collect a lot of data…