David Park
Founder & Lead Analyst
Biography
David Park is the Founder and Lead Analyst of Pacific Rim Capital, a San Francisco-based investment firm focused on technology and healthcare companies across the Asia-Pacific region. David combines deep technical knowledge with rigorous financial analysis, having previously worked as a software engineer at Google before transitioning to investment management. He spent five years at Tiger Global Management before launching Pacific Rim Capital. David holds a BS in Computer Science from Stanford University and an MBA from MIT Sloan.
About Pacific Rim Capital
Pacific Rim Capital is a technology-focused equity fund investing in innovative companies across the Asia-Pacific region. The firm manages approximately $1.5 billion and leverages deep technical expertise to evaluate competitive moats in technology-driven businesses.
Presentations at Best Ideas
Copart Inc: The Durable Moat in Vehicle Remarketing
Copart's land-bank strategy and two-sided network effects create one of the widest moats in the industrial economy. This presentation examines how rising vehicle complexity, increasing total loss rates, and global expansion are driving secular growth in Copart's online auction platform. We analyze the capital-light economics of the business model, the irreplaceability of Copart's real estate portfolio, and why the stock deserves a premium multiple despite its already impressive run.