This week’s readings / links include thoughts on Walmart’s India (Flipkart) gambit, notes from the 71st CFA Institute annual conference, results from the latest Duke CFO global business outlook survey, a conversation with MIT professor Yasheng Huang on the future of US-China trade relations and the Q1 2018 letter from Benjamin Koh of Lighthouse Advisors. […]
Month: May 2018
Rashmi Kwatra On Bangladesh / BRAC Bank
Rashmi Kwatra, the founder and CIO of Sixteenth Street Capital, was recently interviewed on CNBC following her presentation at the 2018 Next Wave Sohn New York Investment Conference (you can find some notes / highlights from the conference here). Given the interview is only ~6 minutes long, it’s not a particularly deep conversation, but it […]
Blue Orca: Samsonite Short Report
Blue Orca Capital (Blue Orca) have published a short report on Samsonite International (Samsonite), highlighting the company’s “questionable accounting practices and poor corporate governance.” You can download the report via their website – for ease of reference, it is also embedded below. Blue Orca writes that Samsonite has “concealed slowing growth through debt fueled acquisitions […]
Brandes Adds To PAX Global
Brandes Investment Partners (Brandes) recently acquired a notifiable interest in Hong Kong-listed PAX Global Technology Limited (PAX Global). Based on a filing submitted to the Hong Kong Stock Exchange on May 23rd, 2018, Brandes bought 921,000 shares on the exchange at an average price of HKD 3.47 per share on May 21st (the total consideration was […]
Graham & Doddsville: Spring 2018 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 Spring 2018 issue includes interviews with Bruce Greenwald (CBS) & Mark Cooper (First Eagle), Michael Mauboussin (BlueMountain Capital) & Tom Digenan (UBS Asset Management) […]
David Webb Discloses Portfolio Changes
David Webb recently acquired a notifiable interest in both International Housewares Retail Co. and Winox Holdings. He also increased his stake in Computer And Technologies and trimmed (slightly) his position in Pico Far East Holdings. The relevant events occurred between April 26th-30th. David Webb is a private investor who has lived in Hong Kong since 1991. […]
Readings For The Week (13/5)
An expanded reading list this week. Enjoy! Who dominates the economies of Southeast Asia?: Japan is region’s biggest investor but data show Beijing’s influence is growing fast. The man who changed the world, twice: A profile of Stewart Brand. Is it gloom or boom, Dr. Doom?: Conversation with Marc Faber. Thoughts on ASEAN: Recent talk by […]