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

Launching Coverage of Lawson With No-Moat and Stable Trend Ratings and FVE of JPY 8,100

Lawson Tender Offer - Winnie the Pooh Has the Best Words!

Quiddity Advisors

Event-Driven

<p>The Smartkarma community has discussed the <a href="https://www.smartkarma.com/entities/1040" target="_blank" data-smartkarma-citation="entities:1040:1">Lawson Inc (2651 JP)</a> partial tender deal in several insights:</p><table class="table table-striped"><tbody>
<tr>
<td style="width: 88px;">Date</td>
<td style="width: 443px;">Insight Title</td>
<td style="width: 297px;">Comment</td>
</tr>
<tr>
<td style="width: 88px;">15-Sep-16</td>
<td style="width: 443px;"><a href="https://www.smartkarma.com/insights/lawson-mitcorp-tender-coming" target="_blank">Lawson - MitCorp Tender Coming?</a></td>
<td style="width: 297px;">Original</td>
</tr>
<tr>
<td style="width: 88px;">16-Sep-16</td>
<td style="width: 443px;"><a href="https://www.smartkarma.com/insights/lawson-mitcorp-tender-has-arrived" target="_blank">Lawson - MitCorp Tender Has Arrived</a></td>
<td style="width: 297px;">Announcement of intent, arb grids</td>
</tr>
<tr>
<td style="width: 88px;">16-Oct-16</td>
<td style="width: 443px;"><a href="https://www.smartkarma.com/insights/lawson-tender-offer-winnie-the-pooh-has-the-best-words" target="_blank">Lawson Tender Offer - Winnie the Pooh Has the Best Words!</a></td>
<td style="width: 297px;">Analysis of Situation, Proration, Non-Linearity</td>
</tr>
<tr>
<td style="width: 88px;">10-Dec-16</td>
<td style="width: 443px;"><a href="https://www.smartkarma.com/insights/lawson-tender-situation-a-closer-look" target="_blank">Lawson Tender Situation - A Closer Look</a></td>
<td style="width: 297px;">It's Cheap based on the Backend</td>
</tr>
<tr>
<td style="width: 88px;">22-Dec-16</td>
<td style="width: 443px;"><a href="https://www.smartkarma.com/insights/lawson-tender-launches-still-an-interesting-deal-says-pooh-especially" target="_blank">Lawson Tender Launches - Still An Interesting</a></td>
</tr>
</tbody></table>…

The Smartkarma community has discussed the Lawson Inc (2651 JP) partial tender deal in several insights:

Date
Insight Title
Comment


15-Sep-16
Lawson - MitCorp Tender Coming?
Original


16-Sep-16
Lawson - MitCorp Tender Has Arrived
Announcement of intent, arb grids


16-Oct-16
Lawson Tender Offer - Winnie the Pooh Has the Best Words!
Analysis of Situation, Proration, Non-Linearity


10-Dec-16
Lawson Tender Situation - A Closer Look
It's Cheap based on the Backend


22-Dec-16
Lawson Tender Launches - Still An Interesting

…

Lawson Inc

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