Seth Fischer, the founder and CIO of Oasis Capital Management, was recently interviewed in Barron’s and discussed some of his fund’s current investments in Japan. The interview comes shortly after the 2017 Sohn Conference Hong Kong, where Fischer had pitched Sony (see here for more). Some highlights below: On Nintendo: Bought shares five years ago as […]
Author: offpisteblog
Garry Kasparov Speaks At Google
Garry Kasparov was a guest at Google last week. He discussed his new book “Deep Thinking,” his 1997 match (and loss) against IBM’s Deep Blue and his thoughts on the future of artificial intelligence. The event was moderated by the CEO of DeepMind, Demis Hassabis. For those who don’t know the backstory, Kasparov’s 1997 chess match […]
Questor Column: Symphony International
Last week’s Questor Column outlined the investment case for Symphony International, a company we have previously covered on this website. Their thesis is supported by the work of Tom Treanor of Asset Value Investors. I don’t currently own any shares in Symphony, but it is a company I track from time to time – partly for […]
Sean Hinton Speaks At Stanford GSB
Sean Hinton, the CEO of the Soros Economic Development Fund, was a speaker at the Stanford Graduate School of Business last month. He shared some of the lessons learnt over the course of his career and also discussed impact investing as well as other innovative approaches to the challenges of economic inequality. He has a […]
INSEAD Dean Ilian Mihov On CNBC
INSEAD Dean Ilian Mihov was on CNBC recently to discuss recent trends in business education and the school’s expansion plans. You can watch the interview here. Some highlights below: His background: He is an economist by training and has a PhD from Princeton University. He has been based in Asia for 15 years and is the […]
1010 Printing Changes Its Name, Website
1010 Printing is now Lion Rock Group Limited. The registration of the new name of the company in Hong Kong under Part 16 of Companies Ordinance (Chapter 622 of the Laws of Hong Kong) took effect on June 5th, 2017. The company now has a new website (www.lionrockgrouphk.com), launched on June 12th, 2017. You can read the full announcement […]
Readings For The Week (11/6)
This week’s readings include thoughts on politics and investing from Aswath Damodaran, the outlook for mobile money in India, how the QR code is facilitating China’s rapid shift towards a cashless society, Peter Tasker on recent troubles at Toshiba and Samsung and an interview with Nick Szabo. A tale of two markets: Aswath Damodaran on politics […]
Indonesia: Harnessing Its Potential (KKR)
KKR’s global macro team have published a new report on their outlook and investment case for Indonesia. They say the country “has emerged as somewhat of a pure-play on [their] thesis that large, domestic economies will prosper in a world that now favours domestic agendas over global ones.” Back in 2013, KKR noted Indonesia’s favourable demographic trends but felt […]
Updated Tracker & Portfolio Changes (Short)
I have updated the portfolio tracker, which you can view here. The share price and index data are as of market close on June 7th. Please do make note of the disclaimers outlined on the tracker page. The largest contributors to performance have been TK Group and Netease, which are now up 60.8% and 44.7% respectively (including […]
Marathon Adds to Esprit Stake
Marathon Asset Management LLP (Marathon) recently added to its stake in HK-listed Esprit Holdings (Esprit). According to a filing submitted to the Hong Kong Stock Exchange on June 5th, 2017, the firm bought 6,506,500 shares on the exchange on June 2nd at an average price of HKD 5.578 per share (the total consideration was ~US$4.66m). Following the purchase, Marathon’s stake in Esprit […]