Jon Bathgate on the Key Players and Trends in the Semiconductor Industry
We had the pleasure of speaking with Jon Bathgate of NZS Capital about the competitive landscape of the semiconductor industry.
Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing
In this interview, Chris discusses his investment approach; the past, present, and future of Aimia; Clear Media; AMA Group; and much more.
Octahedron Capital’s Investment Update on Alibaba
Ram Parameswaran of Octahedron Capital updated the firm’s investment thesis on Alibaba, the largest position for Octahedron investors.
Peter Mantas on Investing at the Frontier of Quantum Computing
We had the pleasure of speaking with Peter Mantas of Logos LP, about intelligent investing in the quantum computing revolution.
Burford Capital: Litigation Financier With Attractive Business Model
This article is excerpted from a letter by Mordechai Yavneh, managing member of Focus Capital Management, based in New York City.
SingTel: Dominant Singapore Telco, With Business Portfolio Across Asia
Roshan Padamadan of Luminance Capital presented his thesis on SingTel (Singapore: ST) at Asian Investing Summit 2021.
Florian Weidinger on Three Flavors of Ideas in Southeast Asia
Florian Weidinger of Hansabay shared his investment theses on three timely ideas in Southeast Asia at Asian Investing Summit 2021.
ipet: Fast-Growing Japanese Pet Insurer at Attractive Valuation
Jiro Yasu and Patrick Rial of Varecs Partners Fund presented their in-depth investment thesis on ipet at Asian Investing Summit 2021.
Koon Boon Kee on Four Megatrends and Related Investment Ideas
KB Kee of HERO Investment Management discussed four megatrends in our postpandemic future at Asian Investing Summit 2021.
IDFC: Material Discount to SOTP Value, With Value-Unlocking Catalyst
V.P. Rajesh and Anish Jobalia of Banyan Capital Advisors presented their thesis on IDFC Limited (India: IDFC) at Asian Investing Summit 2021.
SPK: Attractively Valued Distributor of Non-Branded Auto Parts
Alex Kinmont of Milestone Asset Management discussed investing in Japan and presented SPK (Japan: 7466) at Asian Investing Summit 2021.
ICICI Securities: Asset-Light, Cash-Generative Online Finance Leader
Amit Kumar of Unifi Capital presented his investment thesis on ICICI Securities (India: ISEC) at Asian Investing Summit 2021.
Vinati Organics: Niche Global Leader in Selected Specialty Chemicals
Ayaz Motiwala of Amala Emerging Asia Fund presented his thesis on Vinati Organics (India: VO) at Asian Investing Summit 2021.
Praj Industries: Technology and Capital Equipment Leader
Rahul Saraogi of Atyant Capital Advisors presented his thesis on Praj Industries (India: PRJ) at Asian Investing Summit 2021.
Zydus Wellness: Transformed via Acquisition of Heinz India’s Portfolio
Vinod Moras of Kiara Advisors presented his investment thesis on Zydus Wellness (India: ZYDUSWELL) at Asian Investing Summit 2021.
ISGEC: Global Manufacturing, Engineering, and Construction Player
Viraj Mehta of Equirus Long Horizon Fund presented his thesis on ISGEC Heavy Engineering (India: ISGEC) at Asian Investing Summit 2021.
Kaveri Seed: Owner-Operated Company With Growth Opportunities
Rajeev Agrawal of DoorDarshi India Fund presented his thesis on Kaveri Seed Company (India: KSCL) at Asian Investing Summit 2021.
REA Group: Leading Australasian Real Estate Listings Platform
Andrew Macken of Montaka Global Investments presented his thesis on REA Group (Australia: REA) at Asian Investing Summit 2021.
Sky Network TV: Strong FCF Generator With Cleaned Up Balance Sheet
Peter Kennan of Black Crane Capital presented his thesis on Sky Network Television (New Zealand: SKT) at Asian Investing Summit 2021.
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
Amey Kulkarni of Candor Investing presented his investment thesis on CARE Ratings (India: CARERATING) at Asian Investing Summit 2021.
Max Hu’s Annual China Macro Update + Unity Software Thesis
Max Hu of ZZ Capital shared his annual macro update and presented Unity Software (US: U) at Asian Investing Summit 2021.
Sid Choraria Shares His Insights Into Value Investing in Asia
Sid Choraria of SC Asia Strategy discussed value investing in Asia and presented an idea thesis at Asian Investing Summit 2021.
Havells India: Leader in Electrical Goods and Consumer Durables
Rajeev Mantri of Navam Capital presented his investment thesis on Havells India (India: 517354) at Asian Investing Summit 2021.
Shriram City Union: Competitively Advantaged Finance Company
Sidd Thomas and Kimi Venkataraman of India Intrinsic Value Advisors presented Shriram City Union Finance at Asian Investing Summit 2021.
Mesut Ellialtioglu on Opportunities in Turkey Amid Market Dislocation
We had the pleasure of speaking with Mesut Ellialtioglu of Talas Turkey Value Fund about current investment opportunities in Turkey.
Soumil Zaveri on Finding Great Businesses Early
Soumil Zaveri of DMZ Partners discussed India-based case studies in investing in compounders and finding great businesses early.
Marc Rubinstein on Investing in Citigroup at Key Moments in History
We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.
Marc Rubinstein on the Challenges Facing Facebook’s Diem
We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.
Marc Rubinstein on Financial Regulation and the Policy Triangle
We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.
Marc Rubinstein on the DTCC and the Story of Clearing
We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.