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

Twitter Launches Its Poison Pill - Now We Wait

Elon Gets a Boost From Friends For His Twitter Buyout—And Takes *Some* Of The Heat Off Himself

Elon Buys 9.2% of Twitter, and Starbucks Suspend $20B Buyback Program

Quiddity Advisors

Event-Driven

<ul>
<li>Elon Musk has apparently sent a letter to Bret Taylor, Chairman of the Board of Twitter, saying he would make a bid for 100% of Twitter at US$54.20/share. </li>
<li>Get it? Get it? Nudge nudge wink wink. That's all part of the fun for him. </li>
<li>The question is whether this bid, which creates problems of whether one should take it seriously vs literally, or vice versa, engenders more discussion about how the platform makes money.</li>
</ul>


Elon Musk has apparently sent a letter to Bret Taylor, Chairman of the Board of Twitter, saying he would make a bid for 100% of Twitter at US$54.20/share. 
Get it? Get it? Nudge nudge wink wink. That's all part of the fun for him. 
The question is whether this bid, which creates problems of whether one should take it seriously vs literally, or vice versa, engenders more discussion about how the platform makes money.


Twitter Inc

Elon Musk Bids for All of Twitter 🤯