Gonzalo

NUMBERS IN PERSPECTIVE

Half way through January, it didn’t look like any US IPOs were going to happen. And then, virtually overnight, 8 made it on to our Fund’s pipeline, and 7 of those priced by month end. However, our investment manager didn’t secure a deal until Friday January 27. We have to go all the way back […]

What Bubble? The Unicorn Boom Has Just Begun

A positive spin on all this market turmoil, and the “Unicorn” phenomenon, by Miguel Helft at Forbes. I absolutely agree that this is not a bubble. Of course, it depends on how you define “bubble”. But it’s clear what is occurring now with these super high valuations is altogether different to what happened in 1999 with […]

A Busted IPO And A No Brainer Short

This is a great article from Richard Pearson over at Mox Reports on how things sometimes work behind the scenes. It’s an interesting story of a company, Skinny Pop, making some drastic changes just before their IPO to camouflage the troubles they were experiencing. They bought a fledgling company that was insignificant in the grand […]

Our funds are incorporated in the British Virgin Islands as professional mutual funds, and are only suitable for qualified and sophisticated investors.
Restrictions may apply depending on the investor's place of residence, especially with persons from the United Kingdom and the USA. To find out more, please contact us here