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

Toshiba: Delisting Now Highly Probable in Our Opinion

Toshiba Files - A Disclaimed Opinion Makes Delisting More Likely

Western Digital Attempts to Block Toshiba Chip Business Sale to Outside Parties

Westinghouse Bankruptcy Filing a Sensitive Issue for Toshiba

Toshiba: Possible Demotion to TSE2? The Mechanics & Impact

We Believe Toshiba Delisting Is Now a Real Possibility

A Quick Look at Toshiba's Restructuring Presentation

Quiddity Advisors

Equity Bottom-Up

Two Days 'Til A Tempest. Maybe.The Toshiba earnings/accounting scandal officially started just over 2 years ago on April 3rd 2015 when it announced it was probing possible improper accounting based on under-reported costs of infrastructure projects in the year to March 2014. A month later it announced a third-party investigation, cancelled its div, and earnings forecast. Five days later it said it might have to take a hit of 50 billion yen.Ah... The halcyon days of 11-digit write-downs. …

Two Days 'Til A Tempest. Maybe.The Toshiba earnings/accounting scandal officially started just over 2 years ago on April 3rd 2015 when it announced it was probing possible improper accounting based on under-reported costs of infrastructure projects in the year to March 2014. A month later it announced a third-party investigation, cancelled its div, and earnings forecast. Five days later it said it might have to take a hit of 50 billion yen.Ah... The halcyon days of 11-digit write-downs. …

Timeline for Toshiba Troubles - Two Days Til A Tempest?

Toshiba Corp

Timeline for Toshiba Troubles - Two Days Til A Tempest?