Readings For The Week (26/11)

This week’s readings / links include Kerr Neilson on the rise of Asia, a conversation with Chamath Palihapitiya, lessons from successful corporate turnarounds, Michael Dobbs-Higginson on his life of adventure and Lee Jong-Hwa on income inequality in Asia. The rise of Asia: Kerr Neilson’s latest journal entry. Interview with Chamath Palihapitiya: The founder and CEO […]

Readings For The Week (19/11)

This week’s readings / links include an update on Oasis Management’s investment in Pasona, a look at the political situation in Cambodia, a conversation with David Swensen, how Bill Browder became an enemy of the Russian state and an interview with Dr. William Rees. Hong Kong-based activist fund ups pressure on Japan’s Pasona: Oasis Management […]

Evermore Comments On Retail Holdings

The team at Evermore Global Value Fund have recently posted their commentary for Q3 2017. You can read the letter here. Evermore Global Advisors, LLC was established in 2009 by David Marcus and Eric LeGoff. The founders previously worked for / with Michael F. Price at Mutual Series. The letter includes commentary on Retail Holdings, which I […]

Readings For The Week (12/11)

This week’s readings / links include a presentation by David Webb on the most fundament issue in HK corporate governance, Rick Bookstaber on our low risk (low volatility) world, Benjamin Koh’s Q3 investor letter, Jack Miles on how we can reduce our carbon footprint and Dan Rasmussen on the gospel according to Michael Porter. If […]

NTAsian Trims VSTECS Stake

NTAsian Discovery Master Fund (NTAsian) recently trimmed their stake in HK-listed VSTECS Holdings Ltd. (VSTECS). According to a filing submitted to the Hong Kong Stock Exchange on November 7th, 2017, the firm sold 2,560,000 shares on the exchange at an average price of HKD 3.8114 per share on November 3rd (total consideration was ~US$1.25m). Following […]

Readings For The Week (5/11)

This week’s readings / links include how the panda became China’s diplomatic weapon of choice, thoughts on the recent arrest of Prince Alwaleed bin Talal, takeaways from China’s 19th party congress, Bloomberg on the road with the Indonesian President, an interview with Salman Rushdie and a look at the illicit global ape trade. How the […]

Readings For The Week (29/10)

This week’s readings include Byron Wien on China’s critical role in technology and geopolitics, Aswath Damodaran’s latest thoughts on bitcoin, First State Stewart Asia’s update on Indian equities, Kevin Kelly on what Mongolian nomads teach us about the digital future and notes from the recent Capitalize For Kids Conference 2017. China’s critical role in technology […]

Lessons From The Crash of ’87

To mark the recently passed 30th anniversary of the stock market crash of 1987 (“Black Monday”), Bloomberg Markets asked players throughout the marketplace to reflect on the day and its lasting impact. Some of the people who shared their memories were the winners “who seized the moment as an opportunity not only to make money, […]

Arisaig Trims Hop Hing

Arisaig Partners (Arisaig) recently trimmed their stake in HK-listed Hop Hing Group Holdings Ltd. (Hop Hing). According to a filing submitted to the Hong Kong Stock Exchange on October 23rd, 2017, the firm sold 23,264,000 shares on the exchange at an average price of HKD 0.2227 per share on October 19th (the total consideration was […]