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Dom St. George
Investment analyst affiliated with Cayucos Capital who has followed Jardine Matheson for more than a decade and authored a detailed write-up on the company and its holdco dynamics.
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Oct 7, 2025
• 44min
Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George
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In this engaging discussion, investment analyst Dom St. George from Cayucos Capital shares over a decade of insights on Jardine Matheson, a historic conglomerate. He explores its intriguing origins in the opium trade and the complexities of its current holdco structure. Dom highlights the company's recent strategic overhaul under new leadership, the potential value locked in assets like Hong Kong Land, and the implications of private equity hires. Tune in for a deep dive into the nuances of holdco investing and what lies ahead for this unique corporate entity.
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