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

Boss Maki Goes Hard on Base (4477) - Interesting Situation

Quiddity Advisors

Event-Driven

<ul>
<li>Hugely cash-rich <a href="https://www.smartkarma.com/entities/cookpad-inc" target="_blank" data-smartkarma-citation="entities:23:1" rel="noopener">Cookpad Inc (2193 JP)</a> wouldn't hit my radar except for two things. 1) it was the target of <a href="https://www.smartkarma.com/entities/melco-holdings-inc" target="_blank" data-smartkarma-citation="entities:6597:1" rel="noopener">Melco Holdings (6676 JP)</a> chairman Maki-san a few years ago...</li>
<li>And 2) they did a huge buyback last year which pumped up the stock very bigly. </li>
<li>Maki-San appears long gone from the shares, but now they are doing another big buyback. Just as bigly. But there are new nuances this year.</li>
</ul>


Hugely cash-rich Cookpad Inc (2193 JP) wouldn't hit my radar except for two things. 1) it was the target of Melco Holdings (6676 JP) chairman Maki-san a few years ago...
And 2) they did a huge buyback last year which pumped up the stock very bigly. 
Maki-San appears long gone from the shares, but now they are doing another big buyback. Just as bigly. But there are new nuances this year.


Tinycap Cash-Rich Cookpad (2193) With HUGE Buyback. AGAIN