We are a public equity investment firm based out of Nigeria. We are made up of generalists who invest in category-defining businesses having excellent business or technology moats. Within the past few years we have gotten the opportunity to learn from numerous mistakes and challenges, and also been a part of the growth of brilliant ideas and great companies.
At Warp Speed, we’ve all made mistakes in the past, investing based on a company's short-term hype over its ability to create, grow and capture value. Hence, we try our best to relentlessly question each price and stay in pursuit of truths about a business even where no one is looking.
We believe - and have seen proven time and again - that great things frequently take time to build and inflect, and when they do... things change extremely fast; so we aren't bothered about daily price changes, but in the long-term value of a company.
Activision Blizzard (ATVI) developer and publisher of interactive entertainment
Alibaba Group (BABA) technology infrastructure and marketing for businesses
Berkshire Hathaway (BRK.B) American multinational conglomerate holding company
British American Tobacco (BTI) tobacco and nicotine consumer goods
Carnival Corporation (CCL) global cruise and vacations provider
DigitalOcean Holdings, Inc. (DOCN) provider of cloud computing infrastructure and platform tools
Fortinet Inc. (FTNT) cybersecurity for enterprise and government
Immersion Corp (IMMR) creation, design, development and licensing of haptic technologies
Louisiana-Pacific Corp. (LPX) manufacturer of building products
Norwegian Cruise Line Holdings Ltd (NCLH) freedom, flexibility and choice cruise line
PPDAI Group (FINV) China-based online consumer loans and investment platform
Phunware Inc (PHUN) content management, analytics and business intelligence
Restaurant Brands International (QSR) quick service restaurants
ROBLOX Corporation (RBLX) development of human co-experience platform that enables shared experiences