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

7&I (3382 JP) - Dippity Doo Dah - Irrational Fears, Earnings Vol, But Restructuring Proceeding Apace

7&I (3382) - In Limbo, Dipping, But Stories Coming Together

7&I (3382) - Bain Gets York Holdings with a Surprising Price, And We Approach Deal Deadlines

7 & I (3382) - York Holdings Sale Process, Timeline, Nuances

7&I (3382JP) - Spanners in the Works: FTC Blocks Another US Retail Merger and 7-11 Japan Sales Slump

7&I (3382 JP) - Ito-San MBO Plan Includes 7-Eleven US IPO... Which LeadsTo A Modest Proposal

China A-Share Consumer Staples: An Analysis of the Opportunities Ahead

Seven & I Holdings (3382 JP): The MBO Is Starting to Shape Up

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; I Holdings (3382 JP)</a> shares are in a lull here. Winter doldrums without news as the Ito consortium gets its ducks in a row and 7&amp;i sells York.</li>
<li>
<a href="https://www.smartkarma.com/entities/alimentation-couche-tard-inc" target="_blank" data-smartkarma-citation="entities:25103:1" rel="noopener">Alimentation Couche-Tard (ATD CN)</a> is waiting patiently. They have the ability to wait, and to fund, and pay up. </li>
<li>An article/show is causing a dip today on top of last week's weakness. This is a dip to buy.</li>
</ul>



Seven &amp; I Holdings (3382 JP) shares are in a lull here. Winter doldrums without news as the Ito consortium gets its ducks in a row and 7&amp;i sells York.

Alimentation Couche-Tard (ATD CN) is waiting patiently. They have the ability to wait, and to fund, and pay up. 
An article/show is causing a dip today on top of last week's weakness. This is a dip to buy.


7&I (3382 JP) - Share Price Dipping Deeper Means Dipping Toes Deeper