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Asit Verma

Co-founder and Managing Partner at Asymmetrics Capital

Berkshire Hathaway Meeting, Omaha

Hi,

I’m Asit. I co-founded Asymmetrics Capital, a Hong Kong based investment firm. Our fund invests in companies across the world with the objective of long term capital growth of our clients. 

Previously, I worked at Blue Pool Capital – a hedge fund and family office of the Alibaba founders. In past lives, I’ve worked as a banker at Merrill Lynch where I designed exotic equity derivatives and and as a software developer at Microsoft and Trilogy Software. More details of my professional experience here

I am curious about investing and technology and I explore these topics on my blog particularly through the lenses of asymmetry and anti-fragility.   

If you’re new on my blog, these are a few good posts to start: 

What is Asymmetrics?

The investment case for Netflix in a post-Covid world

The first part of our investment thesis on Ubiquiti Inc

 


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With my son at Victoria Harbour, Hong Kong

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“Why do we bother with this (newsletter) when nobody reads it?” – Grandson Davis

“It’s not for the readers,” Davis said. “It’s for us. We write it for ourselves. Putting ideas on paper forces you to think things through”

-‘The Davis Dynasty’


Disclaimer: Nothing I write is gospel truth – I am frequently wrong and constantly changing my mind as I develop my ideas and investment philosophy. Feel free to get in touch and let me know if you disagree with something I said.