Location: Taipei, Neihu, Lao Zi Hot Pot
Travel notes: In the morning, Dennis arranged for Kevin and me to visit David, the CFO of the listed company TopBI (2929-TW) in Neihu. TopBI is on Xinhu 1st Road, close to the former Polaris headquarters on Xinhu 2nd Road. It brings back memories of my old life in Neihu. @@ During the meeting, Kevin shared insights on spread trading between long-term and short-term government bonds. For lunch, Kevin—my old colleague from Yuanta Securities Investment Trust—and I casually ate and chatted nearby. Time really flies. Thanks for the treat, Kevin! By Morgan @2022.12.15
