David Rubenstein Interviews Masayoshi Son

SoftBank Chairman and CEO Masayoshi Son recently spoke with David Rubenstein for “The David Rubenstein Show: Peer-to-Peer Conversations.” The full interview is embedded below. Not a particularly deep conversation, but still interesting as I wasn’t familiar with his story. Some highlights below (any mistakes are my own): On his US$100bn Vision Fund: He thinks that machines […]

Graham & Doddsville: Fall 2017 Issue

The latest edition of the Graham & Doddsville newsletter is out. The publication is put together by the students of Columbia Business School (CBS). You can download and read a copy here. The Fall 2017 issue includes interviews with Howard Marks (Oaktree Capital), Paul Sonkin & Paul Johnson (the co-authors of a book called “Pitch […]

Readings For The Week (15/10)

This week’s readings include a BCG report on the Chinese internet, thoughts on why indices lead investors astray, how Japan is counting on shareholder activism to improve its economy, the latest opinion piece from Andy Xie and a new report on Asia from KKR. Decoding the Chinese internet: BCG, together with Alibaba and Baidu, explore how […]

Activist Insight: Activist Investing In Asia

Activist Insight have recently published a report called “Activist Investing in Asia” in collaboration with their sponsors, Computershare and Misaki Capital. It provides an overview of recent activism trends across Asia, including the role of governments, domestic players as well as some data on the success rate of activists. You can download the report for […]

Southeastern Reduces Melco Stake

Southeastern Asset Management (Southeastern) recently reduced their stake in HK-listed Melco International Development (Melco). According to a filing made to the Hong Kong Stock Exchange on October 10th, 2017, the firm sold 1,703,000 shares on the exchange at an average price of HKD 22.7941 per share on October 4th (total consideration was ~US$5m). Following the […]

Symphony Sells PREIT, Trims MINT

Symphony International Holdings Limited (SIHL) recently announced it completed an exit from its investment in Parkway Life Real Estate Investment Trust (“PREIT”) and made a partial exit from its investment in Minor International Pcl (“MINT”). In both cases, they were able to take advantage of higher market prices in 2017 for the shares of PREIT and […]

Readings For The Week (1/10)

This week’s readings include the August newsletter from the Komodo Fund, a conversation with Grant Williams of Real Vision TV, a look at how private equity in Asia is changing, why a China-owned port in Sri Lanka could alter global trade routes and a review of a new exhibition of Southeast Asian artists at the […]