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Rashmi Kwatra – Founder Sixteenth Street Capital – Kwatra believes BRAC Bank’s exposure to high growth SMEs and mortgage loans in the under-penetrated Bangladeshi market [emaillocker id=2026323] will provide outsize returns over the next decade – BRAC Bank is a growth leader in mobile payments; bKash unit is the largest mobile payment operator in the country with 75% market share; 70% of Bangladesh population is “unbanked”
Tim Garry: CIO Pelorus Jack Capital – “Something has changed, and it’s changed dramatically.” Tim Garry sees increased volatility in growth stocks an imminent momentum crash. Predicts a correction similar to Q1 2016
Alexander Captain – Cat Rock Capital’s Alexander Captain sees Takeaway.com as having the best upside among online food delivery companies around the world – Takeaway.com could be a “whale” investment over next 10 years – Has 58% Ebitda margin in its home market in the Netherlands; likely to become “dominant” market leader in Germany – Takeaway.com may be M&A target for Delivery Hero, others
Dylan Adelman (2017 SOHN Idea Contest Winner) sees an “enormous” growth runway in the online classifieds business in Russia. He recommends $VNV as a way to capture that upside.
Oleg Nodelman of EcoR1 Capital takes the stage at Next Wave. He’s pitching long on Ascendis Pharma $ASND and their growth hormone deficiency drug. ASND’s lead growth hormone therapy worth $129/share, based upon recent premium Novartis paid for AveXis – Sees upside to $289/share
Scott Goodwin – Co Founder Diameter Capital Partners, sees “creative” financial engineering, cash burn in core products, and a shrinking market share for Rallye (RAL FP). He recommends shorting using the 3-year [/emaillocker]credit default swaps