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) Ito Family MBO - New Urgency for ACT

Even in Japan, Significant Growth Potential for Seven Eleven and Other CVS

Couche-Tard Execs in Tokyo, "Hoping" For Meetings But Really There To Hold a Press Conference

7&I Results and Plans - The Good, The Bad, The Ugly, The Respectable, Unfortunate, and Encouraging

7&I (3382 JP) - An ITO Family MBO? With Itochu? At ¥9trln? Maybe. Information Is Scarce

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

7&I (3382) Selldown of Seven Bank (8410) Is Good, Not Bad

Quiddity Advisors

Event-Driven

<ul>
<li>A lot of the talk around the news that Ito family scion Ito Junro had proposed to <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> an MBO was about thwarting Alimentation Couche-Tard.</li>
<li>Several mentioned that this bid - seemingly uncompetitive at the moment - would make ACT back down. I discussed the bid and its repercussions <a href="https://www.smartkarma.com/insights/7-i-3382-jp-an-ito-family-mbo-with-itochu-at-9trln-maybe-information-is-scarce?slug=7-i-3382-jp-an-ito-family-mbo-with-itochu-at-9trln-maybe-information-is-scarce" target="_blank" rel="noopener">here</a>. </li>
<li>Here I suggest an alternate solution which might get everyone what they want.</li>
</ul>


A lot of the talk around the news that Ito family scion Ito Junro had proposed to Seven &amp; I Holdings (3382 JP) an MBO was about thwarting Alimentation Couche-Tard.
Several mentioned that this bid - seemingly uncompetitive at the moment - would make ACT back down. I discussed the bid and its repercussions here. 
Here I suggest an alternate solution which might get everyone what they want.


7&I (3382) - What If...  A Modest Proposal