Minority Report / 少數派報告

People, Structure, Value

Sunday, January 7, 2024

Books Read in 2023

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In my research and investing, I stress three things: people, structure, and value.  I look for companies controlled and managed by quality p...
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Thursday, August 24, 2023

Greek Week Updated. An 11-Year Review

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In my research and investing I stress three things: people, structure, and value.  I look for companies that are controlled and managed by q...
2 comments:
Thursday, March 23, 2023

Books Read in 2022

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In my research and investing I stress three things: people, structure, and value.  I look for companies that are controlled and managed by q...
1 comment:
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About Me

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Michael McGaughy / 麥德安
Michael McGaughy (麥德安), CAIA,is an award-winning analyst. He has a diverse background spanning buy- and sell-side equity research, private equity fund management, and fund-of-hedge funds management. He first came to Asia as an exchange student in 1985 and has been involved with the region ever since, having lived and worked in Beijing, Hong Kong, and Singapore, for different companies including HSBC, the old Crosby Group and StoneWater Capital. In addition to being a CAIA, Mike is also Responsible Officer under Hong Kong's SFC for type 4 (advising) and type 9 (fund management) activities.
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