Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL")

BACKGROUND
I have 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money. 

4 years in fixed income macro, 8 years running internal hedge fund and 4yrs investment banking at Citi in Japan, 3 years running an Asia multi-strat portfolio at a hedge fund, 4+yrs as an independent special situations analyst.

Pan-Asia Catalysts/Events

For Long-Term Investors, Seven & I Is the Better Bet

7&I Rejects ACT's Bid As Too Low, Not Worth Discussing, ACT Whines, 7&I Taps The Sign

The New FEFTA List (With 7&I (3382) As "Core") Is Not a Big Hurdle for Couche-Tard

MEGA M&A! 7&I (3382 JP) Gets Non-Binding Bid from Alimentation Couche-Tard (ATD CN)

Couche-Tard Bid for 7&I (3382) - FEFTA and Economic Security

Updates on The Couche-Tard Deal for 7&I (3382 JP)

Quiddity Advisors

Event-Driven

<ul>
<li>On 30 August, 7&amp;i shareholder Artisan Partners (holder since 2019, now at 1%) wrote an <a href="https://www.morningstar.com/news/globe-newswire/9223425/artisan-partners-international-value-team-sends-letter-to-the-board-of-seven-i" target="_blank" rel="noopener">open letter to the Board of Directors</a> of <a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; I Holdings (3382 JP)</a> </li>
<li>There are several comments in bold. "It is imperative that the board of directors negotiate with ACT immediately to achieve the best possible outcome for shareholders" is one.</li>
<li>The letter is a bit preachy, a bit fluffy, and a bit misleading in parts. But it requests the Company brief shareholders on the negotiations by 19 September 2024. </li>
</ul>


On 30 August, 7&amp;i shareholder Artisan Partners (holder since 2019, now at 1%) wrote an open letter to the Board of Directors of Seven &amp; I Holdings (3382 JP) 
There are several comments in bold. "It is imperative that the board of directors negotiate with ACT immediately to achieve the best possible outcome for shareholders" is one.
The letter is a bit preachy, a bit fluffy, and a bit misleading in parts. But it requests the Company brief shareholders on the negotiations by 19 September 2024. 


Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...