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

Outsourcing (2427 JP) - Earnings Out, With a Bigger Impairment, But Not Clearly A MAC

Outsourcing (2427) MBO Arrives! Bain Launches Cheeky, Opportunistic, Low(Priced) TOB

Outsourcing (2427) - The OTHER Arb - That One Neat Trick And Its Weird Risks

Outsourcing (2427) MBO Start Delayed A Month - Large Float So Eminently Bumpable But...

Outsourcing (2427) - Earnings Delay Causes Consternation

Bain Deal for Outsourcing (2427): Cheeky, Opportunistic, Too Low

Quiddity Advisors

Event-Driven

<ul>
<li>I got a bunch of questions about my Outsourcing comments yesterday in <a href="https://www.smartkarma.com/insights/outsourcing-2427-earnings-delay-causes-consternation" target="_blank" data-smartkarma-citation="insights:127235" rel="noopener">Outsourcing (2427) - Earnings Delay Causes Consternation</a>. </li>
<li>This piece is intended to clarify what I know (still limited), put parameters around what it might be, and draw lines in the sand which I might later erase.</li>
<li>This may be nothing. But it may not be. I will try to answer the questions I received in a kind of Q&amp;A format, and I hope that helps.</li>
</ul>


I got a bunch of questions about my Outsourcing comments yesterday in Outsourcing (2427) - Earnings Delay Causes Consternation. 
This piece is intended to clarify what I know (still limited), put parameters around what it might be, and draw lines in the sand which I might later erase.
This may be nothing. But it may not be. I will try to answer the questions I received in a kind of Q&amp;A format, and I hope that helps.


Outsourcing (2427) MBO Situation - Checking, and Thinking, and Noodling, and Speculating

Outsourcing Inc

Outsourcing (2427) MBO Situation - Checking, and Thinking, and Noodling, and Speculating