The 2017 Sohn Conference Hong Kong took place yesterday at the Asia Society’s Jockey Club Hall. FT Alphaville covered the event and you can find their full notes from all the speaker presentations here. For more on how the 2016 picks played out, see here. Below is a summary of this year’s speakers and their corresponding picks: Seth Fisher (Oasis): […]
Author: offpisteblog
Jim Chanos at Bloomberg Invest Summit
Jim Chanos, the founder and president of Kynikos Associates, spoke with Joe Weisenthal and Scarlet Fu on the opening night of the 2017 Bloomberg Invest Summit. The video of the 30 minute session is included below. He discussed a wide range of topics including US-China relations, his outlook for the Chinese economy, short opportunities in the US healthcare sector […]
Mary Meeker’s 2017 Internet Trends
Kleiner Perkins Caufield & Byers partner Mary Meeker recently published her annual global internet trends report. You can find a link to the presentation here but it is also embedded at the bottom of this post for ease of reference. Well worth a read as it contains lots of interesting data and insights. For folks interested in regional trends, […]
Jardine Acquires Stake in Greatview Aseptic
JSH Venture Holdings, a subsidiary of Jardine Strategic Holdings Limited (Jardine Strategic), announced on June 2nd that it has taken a stake in Greatview Aseptic Packaging (Greatview). Based on the filing submitted to the Hong Kong Stock Exchange, JSH Venture purchased 296,177,741 ordinary shares, which represents approximately 22.15% of the issued share capital of Greatview, at an average […]
Readings For The Week (4/6)
This week’s readings include the first quarter letter from Petra Capital Management, the BBC on “karoshi,” an Economist special on overfishing, Balaji Srinivasan’s thoughts on tokens and a dozen insights from Charlie Munger from the 2017 Berkshire annual meeting. Q1 2017 letter: Market update and commentary from Petra Capital Management. The young Japanese working themselves to death: Japan has some of the […]
Graham & Doddsville: Spring 2017 Issue
The latest edition of the Graham & Doddsville newsletter is out. The publication is put together by the students of Columbia Business School. You can download and read a copy here. The Spring 2017 issue includes interviews with A. Rama Krishna (ARGA Investment Management), Cliff Sosin (CAS Investment Partners) and Chris Begg (East Coast Asset Management). It […]
FT Interview With Ruchir Sharma
Interesting profile of Ruchir Sharma in the FT this past week. He is the is Head of Emerging Markets as well as Chief Global Strategist at Morgan Stanley Investment Management. Sharma grew up in India and got his start writing a weekly column for The Observer and, later, the Economic Times of India. In 1996, he was recruited by Morgan […]
Quarz Capital Goes Activist On HG Metal
Here is a potentially interesting activist situation at play in Singapore. Quarz Capital Management (Quarz) recently published an open letter to the board of directors of HG Metal Manufacturing (HG), an SGX-listed stockist and manufacturer of steel products. Based on their analysis, HG’s shares are trading at a “fire-sale” discount of ~60% to the company’s […]
Andrew Foster On Money Life
Andrew Foster, the founder and CIO of Seafarer Capital Partners (Seafarer), was a recent guest on the Money Life podcast. Seafarer is an investment adviser focused on emerging markets. The firm was founded in 2011 and currently offers two funds: Overseas Growth and Income and Overseas Value. Foster was previously at Matthews International Capital Management. […]
2017 London Value Investor Conference Notes
The folks over at Market Folly have posted their notes from the sixth annual London Value Investor Conference, which took place on the 25th of May. You can find the link to their full coverage of the speaker sessions here. This year’s conference was perhaps unusual in that featured a relatively high proportion of Asian or […]