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 […]
New Documentary On Jane Goodall
National Geographic have released a new documentary about the early life and accomplishments of Dr. Jane Goodall, a pioneer in the fields of primate research and wildlife conservation and a personal hero of mine. The film draws from over 100 hours of never-before-seen footage that had been tucked away in the National Geographic archives. You […]
Readings For The Week (22/10)
This week’s readings include why climate change puts the poorest most at risk (FT), a look at the passports-for-cash business (Economist), thoughts on the West’s errant conception of China (Global Times), how strongmen co-opted democracy (Kishore Mahbubani) and the ties that bind Aung San Suu Kyi’s hands (Asia Times). Why climate change puts the poorest […]
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 […]
Arisaig Further Trims Convenience Retail Stake
Arisaig Partners (Arisaig) have further trimmed their stake in HK-listed Convenience Retail Asia Ltd. (Convenience Retail). According to a filing submitted to the Hong Kong Stock Exchange on October 17th, 2017, the firm sold 3,320,000 shares on the exchange at an average price of HKD 3.80 per share on October 16th (the total consideration was […]
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 […]