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Sands Capital - What Matters Most

Sands Capital - What Matters Most

De: Sands Capital
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Go inside the businesses driving global innovation, changing the way we live and work. Sands Capital is an active, long-term investor, and each podcast in our What Matters Most series offers investors an in-depth look at a particular company, explains how our high-conviction strategy led us to target them, and why we expect them to be a leader going forward. https://www.sandscapital.com/WMM-DisclosureSands Capital Economía Finanzas Personales
Episodios
  • Globant Takes A Design-First Approach to Pure Play Digital Service

    Globant Takes A Design-First Approach to Pure Play Digital Service
    Jun 2 2025
    If you’ve never thought about investing in IT services, this podcast episode could change your mind. Sands Capital Sr. Research Analyst Eric Black takes you through the investment case for Globant, the world’s largest pure play design-first digital services provider. Asset-light businesses such as Globant can be hard to evaluate, but the opportunities in the 1.5 trillion market of IT Services are undeniable. Eric helps us see why, unpacking the potential of AI, Globant’s strategic business partnerships, and the loyalty the company has generated from the more than 1,500 Fortune 500 and Fortune 2000 companies on its client list. Globant’s cutting-edge software solutions have made their way into products at Disney, ESPN, and Google and are making lives easier around the globe. Episode Transcript Available Here(01:50) Not a labor-cost arbitrage model(03:44) The Disney Magic Band. The Globant product you’ve probably already seen.(05:14) Tech companies don’t do everything in-house. Enter: Globant.(06:59) What makes Globant a growth business?(08:41) A Thought Leader in AI for the last decade and MaganifAI(11:45) The research process into digital transformation(14:31) A one-size-fits-all all approach would be antithetical to the way Globant operates(18:26) The pandemic boost and a global presence(21:51) “Value-added focus” and the power of a leader(25:10) The competitive moat for a huge market and Globant’s potential advantages(28:24) Competitors have the same advantages? Why we like Globant’s pure play angle.(31:19) The disruptors lying in wait(34:21) Staffing costs and flexing to keep margins high and remain profitable(36:25) Researching a company operating in intangibles: what’s different?(39:04) The portfolio managers visit Buenos Aires(40:44) From “why would you invest” to “what’s the insight”?(43:04) Responsible investing in human capital, labor rights and gender diversity(44:49) Nefarious digital technology and cybersecurity - Globant’s response.(49:26) Under the radar companies and enablers of big trends can make for great investments(52:56) Quick recap of Season 2 episodesRelated content from Sands Capital⁠Sign up to receive our monthly Perspectives newsletter: ⁠Our latest thinking on innovation investing, long-term capital, and cultureIn case you missed it: What Matters Most Episode 6: Revolutionizing Public Safety: The Axon Ecosystem⁠Catch our most popular episodes from this season:⁠Kaspi: The Super App Reshaping Kazakhstan’s Financial LandscapeInside Cadence: The Software Powering Semiconductor Breakthroughs⁠Follow What Matters Most⁠ wherever you listen to podcasts and never miss an episode.Learn more about ⁠Sands Capital⁠, sign up for ⁠our newsletter⁠, and ⁠follow us on LinkedIn⁠.Review our podcast season and episode disclosures ⁠here⁠.
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    54 m
  • Revolutionizing Public Safety: The Axon Ecosystem

    Revolutionizing Public Safety: The Axon Ecosystem
    Jun 1 2025
    Its mission is simple: protect life, preserve truth, and accelerate justice. As Axon Enterprises innovates to try to achieve that goal, its solutions are rapidly becoming the industry standard. In this episode of What Matters Most, Sands Capital Portfolio Manager and Sr. Research Analyst Danielle Menichella, CFA discusses the business’ journey from Taser maker to artificial intelligence-powered software developer. We’re diving deep into how its wide range of technologies work in tandem, what the future of public safety might look like—and why we believe all of this makes the business an attractive investment opportunity.Episode Transcript ⁠⁠Available Here⁠.(2:22) Axon’s product line, from Tasers to body cameras(6:50) The ethical considerations of investing in a manufacturer of weapons and surveillance equipment(13:55) Eyeing untapped markets and finding opportunities in growing markets overseas(19:55) Using artificial intelligence for faster redactions, transcriptions, and archiving of bodycam footage(21:07) Navigating privacy concerns around surveillance devices and data storage(27:15) Preserving human accountability as public safety technology advances(35:50) The big question for Danielle: To be or not to be tased?Related content from Sands Capital⁠⁠Sign up to receive our monthly Perspectives newsletter: ⁠⁠Our latest thinking on innovation investing, long-term capital, and culture.Catch our most popular episodes from this season:⁠⁠⁠Globant Takes A Design-First Approach to Pure Play Digital Service⁠⁠⁠⁠Kaspi: The Super App Reshaping Kazakhstan’s Financial Landscape⁠⁠Inside Cadence: The Software Powering Semiconductor Breakthroughs⁠⁠Follow What Matters Most⁠⁠ wherever you listen to podcasts and never miss an episode.Learn more about ⁠⁠Sands Capital⁠⁠, sign up for ⁠⁠our newsletter⁠⁠, and ⁠⁠follow us on LinkedIn⁠⁠.Review our podcast season and episode disclosures ⁠⁠here⁠⁠.
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    44 m
  • Credo AI: Driving Responsible Innovation

    Credo AI: Driving Responsible Innovation
    Mar 11 2025

    As artificial intelligence (AI) becomes a part of oureveryday lives, making sure it’s transparent and unbiased has become a high priority for businesses, governments, and ordinary people. In this episode of What Matters Most, Scott Frederick, a Sands Capital managing partner, explains howsoftware startup Credo AI is helping to keep AI models responsible. Join us as we look at how Credo AI aims to lead the way in this vital new field.

    Show Notes:

    (2:10) AI Has Evolved Over Decades

    (4:48) Responsible AI vs. Ethical AI

    (9:29) Simplifying AI Governance with Credo AI

    (14:10) Can Agents and Artificial Superintelligence beTransparent?

    (18:27) Solving the Alignment Problem

    (20:16) Industries Ripe for Credo AI’s Solution

    (22:14) Market Timing and Other Potential Headwinds

    (24:53) How Big of a Market Could AI Governance Be?

    Review our podcast season and episode disclosures ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.


    Learn more about ⁠⁠⁠⁠Sands Capital⁠⁠⁠⁠, sign up for ⁠⁠⁠⁠our newsletter⁠⁠⁠⁠, and ⁠⁠⁠⁠follow us on LinkedIn⁠⁠⁠⁠.
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    29 m
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