Star Magnolia Capital
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
Nov 17, 20192 min read
Z Club: October 2019 Monthly Newsletter
Dear Friends, We are pleased to share with you the October 2019 newsletters for the portfolios managed by the Generation Z Investment...
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Star Magnolia Capital
Jul 23, 201813 min read
Interview with Shinya Deguchi
By Tiffany Liu Tiffany Liu: Shinya, thank you very much for this interview. I’m quite excited to be a part of Project Z. Before talking...
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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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