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

Toshiba (6502) - 3D Writes Another Letter

Toshiba – Some Thoughts on the Bain Article

Toshiba Board Ructions as Independent Director Goes Rogue

First News of Toshiba "Studying a Privatisation Plan"

Toshiba Coin Toss Is Neither Heads Nor Tails as Both Proposals Fail

Gravity Works As WeWork Doesn't; Now Plan B

Quiddity Advisors

Event-Driven

<ul>
<li>Raymond Zage's letter was super interesting in terms of its nuance, as discussed in <a href="https://www.smartkarma.com/insights/toshiba-board-ructions-as-independent-director-goes-rogue" target="_blank" data-smartkarma-citation="insights:67080" rel="noopener">Toshiba Board Ructions as Independent Director Goes Rogue</a>. </li>
<li>In <a href="https://www.smartkarma.com/insights/toshiba-coin-toss-is-neither-heads-nor-tails-as-both-proposals-fail" target="_blank" data-smartkarma-citation="insights:67405" rel="noopener">Toshiba Coin Toss Is Neither Heads Nor Tails as Both Proposals Fail</a>, I discussed that this opens the door to exploring combinations of ideas. </li>
<li>Today Effissimo filed an amended LSR to say they'd sell their shares to a Bain Tender Offer if launched. The statement, and the break clause are informative, and more nuanced.</li>
</ul>


Raymond Zage's letter was super interesting in terms of its nuance, as discussed in Toshiba Board Ructions as Independent Director Goes Rogue. 
In Toshiba Coin Toss Is Neither Heads Nor Tails as Both Proposals Fail, I discussed that this opens the door to exploring combinations of ideas. 
Today Effissimo filed an amended LSR to say they'd sell their shares to a Bain Tender Offer if launched. The statement, and the break clause are informative, and more nuanced.


Toshiba (6502) - Effissimo's Pledge Isn't One. It Is a Signalling Device.

Toshiba Corp

Toshiba (6502) - Effissimo's Pledge Isn't One. It Is a Signalling Device.