E204: Going All In: The Risks and Rewards of Concentrated Investing

In this episode of the "How I Invest" podcast, David Weisburd interviews Rafael Costa of Across Capital, focusing on Costa's investment strategies, particularly in Latin American tech and fintech companies. Costa discusses the evolution of Brazil's tech ecosystem, highlighting its fintech infrastructure and innovative central bank. He explains Across Capital's concentrated investment approach, emphasizing high conviction and downside protection, using their investment in QI Tech as a prime example. The conversation also covers the differences between LATAM and US fintech companies, the compounding effects of market leaders, and the impact of AI on growth equity, with Costa sharing personal advice on focusing on present opportunities for long-term growth.