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

Quiddity Advisors

Event-Driven

<ul>
<li>Several Japanese companies jumped onto the OBaaBM/TABaaBM (Own/Talk-About-Bitcoin-as-a-Business Model) last fall to this spring as <a href="https://www.smartkarma.com/entities/microstrategy-inc-cl-a" target="_blank" data-smartkarma-citation="entities:14717:1" rel="noopener">Microstrategy Inc Cl A (MSTR US)</a> shares went up and bitcoin did too. </li>
<li>Yesterday, resin coating/injection molding product maker <a href="https://www.smartkarma.com/entities/ikuyo-co-ltd" target="_blank" data-smartkarma-citation="entities:6780:1" rel="noopener">Ikuyo Co Ltd (7273 JP)</a> announced an M&amp;A Policy, and a Shareholder Benefits Program where shareholders will "win" amounts of bitcoin by lottery.  </li>
<li>Ikuyo expects revenues +955% this year. Details are sparse. The shareholder structure has red flags. The CEO sold himself half the company in Feb for peanuts. Forewarned. But it's interesting.</li>
</ul>


Several Japanese companies jumped onto the OBaaBM/TABaaBM (Own/Talk-About-Bitcoin-as-a-Business Model) last fall to this spring as Microstrategy Inc Cl A (MSTR US) shares went up and bitcoin did too. 
Yesterday, resin coating/injection molding product maker Ikuyo Co Ltd (7273 JP) announced an M&amp;A Policy, and a Shareholder Benefits Program where shareholders will "win" amounts of bitcoin by lottery.  
Ikuyo expects revenues +955% this year. Details are sparse. The shareholder structure has red flags. The CEO sold himself half the company in Feb for peanuts. Forewarned. But it's interesting.


[Japan LolWut?] Ikuyo (7273) Says "Iku Yo!" - Bitcoin, M&A, Weirdness, More