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Star Magnolia Capital in Search of Another Hua Mulan (2024)
THIS IS A JOB DESCRIPTION
Mar 2
•
Shinya Deguchi
3
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Star Magnolia Capital in Search of Another Hua Mulan (2024)
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February 2024
INVEST! (Star Magnolia Capital: Becoming Experts at Finding Experts) Ch5.
Shinya finally speaks to the divided Cao family. Is he able to convince them to think generationally?
Feb 14
•
Shinya Deguchi
4
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INVEST! (Star Magnolia Capital: Becoming Experts at Finding Experts) Ch5.
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INVEST! (Star Magnolia Capital: Becoming Experts at Finding Experts) Ch4.
Wen's elders just want to split the pie. Meanwhile, Wen and Qian do some snooping at Star Magnolia's office to seek the truth about its performance…
Feb 13
•
Shinya Deguchi
2
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INVEST! (Star Magnolia Capital: Becoming Experts at Finding Experts) Ch4.
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INVEST! (Star Magnolia Capital: Becoming Experts at Finding Experts) Ch3.
Discover how the young Shinya became obsessed with investing, and how Star Magnolia Capital developed their approach to finding every outstanding…
Feb 12
•
Shinya Deguchi
2
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INVEST! (Star Magnolia Capital: Becoming Experts at Finding Experts) Ch3.
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INVEST! (Star Magnolia Capital: Becoming Experts at Finding Experts) Ch2.
Welcome to the endowment approach where Star Magnolia Capital is an expert at finding experts!
Feb 11
•
Shinya Deguchi
1
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INVEST! (Star Magnolia Capital: Becoming Experts at Finding Experts) Ch2.
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INVEST! (Star Magnolia Capital: Becoming Experts at Finding Experts) Ch1.
A sudden crisis hits the family as Wen's grandpa collapses... in this frail state, Wen's grandpa points her to a mysterious man for help.
Feb 10
•
Shinya Deguchi
7
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INVEST! (Star Magnolia Capital: Becoming Experts at Finding Experts) Ch1.
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Winter 2023 Letter
Dear Friends and Families, A Happy New Year! Year 2023 We still cannot believe it has been only one year or so since China re-opened to the world and we…
Feb 10
•
Shinya Deguchi
4
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Winter 2023 Letter
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January 2024
China 101010: After 10 Years
After 10 Years How long is the long-term? Most people probably say 10 years. It was 2013. China’s stock markets were even more depressed than today…
Jan 19
•
Shinya Deguchi
16
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China 101010: After 10 Years
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4
Notes from Charlie Munger on Finding the Right Partner at Work
So much ink has been spilled on the life and death of Charlie Munger that I shall not attempt to rehash everything that you can easily google. Rather, a…
Jan 8
•
Persis Hoo
3
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Notes from Charlie Munger on Finding the Right Partner at Work
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December 2023
Global Market Monitor: 2023 Review and Known Unknowns
The global financial market closed a stellar year after a disappointing 2022, but we should review the performance of the market carefully as the devils…
Dec 30, 2023
•
Shinya Deguchi
9
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Global Market Monitor: 2023 Review and Known Unknowns
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Unconventional Asset Allocation: Absolute Return
In Oct 1989, Yale became the first institutional investor to define absolute return strategies as an asset class, beginning with an allocation of 4.5…
Dec 28, 2023
•
Shinya Deguchi
6
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Unconventional Asset Allocation: Absolute Return
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Meet the Members of the House of Mulans
We are the Mulans!
Dec 15, 2023
•
Shinya Deguchi
3
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Meet the Members of the House of Mulans
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