Readings For The Week (19/2)

This week’s readings include an Economist article on the Asian “model” of migration, the 2016 full year review from Lumiere Capital, a short interview with James Hay of the Pangolin fund and an approach to valuing Snap ahead of its IPO. Waiting to make their move: Asia’s looming labour shortage. Arisaig Partners: Fund updates for January 2017. Includes commentary on a […]

Arisaig Buys Stake in Dabur

Arisaig’s letter for January is now available on their website. Their Asia Consumer Fund reported a new stake in Dabur. The company is India’s largest manufacturer of branded Ayurvedic medicine & related products. The fund actually owned Dabur shares previously but exited its stake in 2007 due to valuation concerns at the time – since then, shares are […]