In today’s briefing:
- Smartkarma Webinar | Japan IT Picks
- Long Cast Advisers Q3 2022 Letter
- Russia-Ukraine War Episode 2 – The Balance Could Tilt Again and Its Impact on Healthcare Industry
Smartkarma Webinar | Japan IT Picks
In our next Webinar, we welcome Analyst Scott Foster , who will take us through the Japanese IT landscape and his top picks and opportunities.
The webinar will be hosted on Wednesday, 26 October September 2022, 17:00 SGT/HKT.
Scott is a securities analyst covering electronics, precision equipment & robotics, engineering, construction, transport and other sectors for more than 25 years in Japan and 3 years in Korea.
Long Cast Advisers Q3 2022 Letter
- Long Cast Advisers, LLC, is an independent registered investment adviser investing on behalf of individuals, family offices and endowments. It is concentrated on long-term investing, focused on small-cap companies.
- For the 3Q22 quarter (ended Sept 30, 2022), cumulative net returns increased 14%. YTD returns are down 16%.
- Since inception in November 2015 through quarter end 3Q22, LCA has returned a cumulative 130% net of fees, or 13% CAGR.
- I continue the effort to upgrade our portfolio by consolidating around whatI believe will be the highest IRR ideas.
Russia-Ukraine War Episode 2 – The Balance Could Tilt Again and Its Impact on Healthcare Industry
- Ukraine “miraculously” turned the tide of war, making Russia to consider whether they’re facing Ukraine or the Pentagon/NATO? There could be “entry of new members”. The balance could tilt again.
- The Russia-Ukraine war is also a cruel world economic war. We analyzed the impact on healthcare industry (both opportunities and challenges).
- Overall, the first episode of the Russia-Ukraine war has ended and entered a serious new phase. The game between the US and Russia would last for a long time.
💡 Before it’s here, it’s on Smartkarma
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