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Emerging Managers - Socrates and Plato
If Yale were Socrates in the endowment approach world, MIT would be Plato. In Philosophy 101, we learned: Socrates believed in being...
Shinya Deguchi
Mar 29, 20213 min read


Bubble 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 Deguchi
Mar 28, 20211 min read


Spacman is Baaaack
It 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...
Shinya Deguchi
Mar 24, 20211 min read


How 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...
Star Magnolia Capital
Jun 19, 20204 min read
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