Shinya DeguchiMar 29, 20213 minEmerging Managers - Socrates and PlatoIf Yale were Socrates in the endowment approach world, MIT would be Plato. In Philosophy 101, we learned: Socrates believed in being...
Shinya DeguchiMar 28, 20211 minBubble Puzzle“In simple terms, bubbles are booms that went bad. Not all booms are bad.” – Proessor Goetzmann GS’s Peter Oppenheimer published a very...
Shinya DeguchiMar 24, 20211 minSpacman is BaaaackIt was 2006, a very early day of my career when Fir Tree’s founder, Jeff Tennenbaum, gave us a “lecture” on SPAC. It was still a nascent...
Star Magnolia CapitalJun 19, 20204 minHow China’s Mutual Aid Program is Filling the Gap of the Health Insurance Scheme? By Jiawei He and Shinya Deguchi Introduction Amid COVID-19, China’s health insurance system drew our attention so we decided to study...