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

Gree (3632 JP) - Overnight Offering in Asset-Rich Value Trap as KDDI Sells Out

Quiddity Advisors

Event-Driven

<a href="https://www.smartkarma.com/entities/gree-inc" target="_blank" data-smartkarma-citation="entities:17135:1" rel="noopener">Gree Inc (3632 JP)</a> is an online media business and game developer (Switch and Facebook Messenger) and does a hodgepodge of other businesses. It has its good points, but nobody would call it a category killer or call it dominant in any way. And the stock has had a somewhat lacklustre 10 years. <section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/232/890/original/Screenshot+2021-09-30+at+9.05.23+PM.png?1633007148" class="editor-image img-responsive" data-smartkarma-image-id="232890"></figure></section>But it has its strong points, and it announced the exercise of one of those today.More below the fold.

Gree Inc (3632 JP) is an online media business and game developer (Switch and Facebook Messenger) and does a hodgepodge of other businesses. It has its good points, but nobody would call it a category killer or call it dominant in any way. And the stock has had a somewhat lacklustre 10 years. But it has its strong points, and it announced the exercise of one of those today.More below the fold.

Gree Inc

Greeeee... Wheeeee.....!