Readings/content links include Whitebox Advisors on the proposed LG spin-off, the AVI Japan Opportunity Trust’s 2020 annual report, thoughts on the Jardine group’s recently announced restructuring, Platinum Asset Management’s 2021 investor presentation and talks by Ted Seides (Capital Allocators) and Richard Lawrence (Overlook Investments) as part of the CUHK IGEF 2021 value investment proposal competition.

• A Better LG: Whitebox Advisors on why the proposed spin-off weakens LG and perpetuates subpar corporate governance. Their original presentation (dated March 3, prior to the company’s general meeting of shareholders) is available here.
• AVI Japan Opportunity Trust: Annual report 2020.
• Jardine Strategic acquisition: SGX should review its secondary listing regime or risk it becoming a backdoor for lower corporate governance standards. For more, see here and here.
• Platinum Asset Management: 2021 investor presentation.
• CUHK IGEF: Recent talks by Ted Seides (Capital Allocators) and Richard Lawrence (Overlook Investments).