Shinya Deguchi
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...
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Shinya Deguchi
Mar 28, 20211 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...
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Shinya Deguchi
Mar 24, 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...
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Star Magnolia Capital
Jun 19, 20204 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...
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Star Magnolia Capital
May 26, 20205 min read
Growth Equity: Not Venture, Not Control
There are many ways to build a $1 trillion company, but one common question which arises in the mind of an entrepreneur is, “How much...
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Star Magnolia Capital
May 12, 20204 min read
The Credit Debacle 2.0
This article was co-authored by Cook Pine Capital and Star Magnolia Capital COVID-19 Has Triggered a Corporate Credit Cycle Shinya joined...
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Star Magnolia Capital
Mar 30, 20203 min read
Qingming Festival
On April 4, China observes Qingming Festival, a tomb-sweeping day, this year. Ahead of this memorial day, the Wuhan government decided to...
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Star Magnolia Capital
Mar 29, 20202 min read
Another Day of Being Passive-Aggressive
By Shinya From Singapore More than two and half years ago, I wrote an article titled Days of Being Passive-Aggressive. ...
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Star Magnolia Capital
Jan 24, 20203 min read
Sustainable Philanthropy: 100 Years of Philanthropy
100 Years of Philanthropy For any human being, 100 years is not short. So is for sustainable philanthropy. It is, in fact, not easy to...
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Star Magnolia Capital
Jan 9, 20201 min read
“High Cost” is the Mother of Innovation
Shinya previously participated in Technology Exchange in Shenzhen hosted by J.P. Morgan. Among many, an interview with Yonatan Adiri,...
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Star Magnolia Capital
Jan 1, 20202 min read
The Money Management Gospel of Yale’s Endowment Guru
On 6th November, New York Times ran an article, The Money Management Gospel of Yale’s Endowment Guru, written by Geraldine Fabrikant....
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Star Magnolia Capital
Dec 20, 20196 min read
Wisdom of Good Allocators
Each quarter, we receive hundreds of letters written by managers. Some of them are excellent, most of them are not, but we still read...
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Star Magnolia Capital
Dec 11, 20196 min read
Half the Sky of the Investment World: Jack Ma Approach
This is a follow-up article of Romance Beginning in a Toilet. During the conference, I had an opportunity to ask Jack Ma and his partner...
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Star Magnolia Capital
Dec 3, 20194 min read
Yale’s Asset Allocation Update: Changing Trends
Yale Investment Office published the endowment’s 2019 performance (between July 2018 to June 2019). During the period, the endowment...
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Star Magnolia Capital
Nov 29, 20193 min read
A Romance Beginning in a Toilet: My Meeting with Jack Ma
Last week, I went to Shenzhen to participate in an annual meeting of a private equity firm founded by Jack Ma and his co-founder in 2010....
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Star Magnolia Capital
Mar 12, 20177 min read
Requiem for the American Dream
Housing Markets: Different Paths of the Recovery Is the U.S. housing market recovering? We were quite puzzled and didn’t really know the...
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Star Magnolia Capital
Oct 23, 20163 min read
Another Dream of Californication
Source: Supplemental Nutrition Assistance Program, Census When we are on the road for research trips, we usually try to check the...
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Star Magnolia Capital
Feb 24, 20164 min read
It wasn't me... it was CHINA!
China is an interesting topic. We spent hundreds of hours to understand what China really is and we still do not understand. We think...
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