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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Quiddity Advisors

Event-Driven

<p>The consumer electronics retailing business in Japan has long been extremely competitive. Time has not been friendly to these businesses as margins dwindle, both population and household income have stagnated, and Japan's willingness to expand gadget ownership has shrunk as more people spend time on their phones.</p><p>Major urban and suburban players such as privately-held Yodobashi Camera, <a href="https://www.smartkarma.com/entities/11328" target="_blank" data-smartkarma-citation="entities:11328:1">Bic Camera Inc (3048 JP)</a> and <a href="https://www.smartkarma.com/entities/641" target="_blank" data-smartkarma-citation="entities:641:1">Yamada Denki Co Ltd (9831 JP)</a> have expanded nationally, while regional players such…</p>

The consumer electronics retailing business in Japan has long been extremely competitive. Time has not been friendly to these businesses as margins dwindle, both population and household income have stagnated, and Japan's willingness to expand gadget ownership has shrunk as more people spend time on their phones.Major urban and suburban players such as privately-held Yodobashi Camera, Bic Camera Inc (3048 JP) and Yamada Denki Co Ltd (9831 JP) have expanded nationally, while regional players such…

Yamada Denki & Best Denki Betrothed - Finally