This is a bonus article for paid subscribers (there will be another proper paid stock report later this month). It’s a Q2 update to my previous EWBC 0.00%↑ (East West Bancorp) stock report — click the link above to read the full EWBC report.
You can click the ‘Transcripts’ tab above for transcripts to this episode (use the mobile site, no app support yet). The transcripts are auto-generated, so they’re not the best — but you can still use it to navigate through the different topics discussed, via the timestamps provided.
(Note: I actually spent over 2 hours manually editing the initial transcript, but then lost all the progress to a bug. So I’m just using the auto-transcribe function for now. Hope it’s good enough, and hoping Substack fixes the bug soon.)
Also, remember that if you have any questions about this post, feel free to ask/discuss them in the Comments section! (you can also click the ‘Comments’ tab above)
Edit: The article has been corrected to more accurately reflect EWBC’s representation as a % of Himalaya’s aggregate portfolio. Apparently the 13F filings only account for Himalaya’s US holdings (EWBC: 8%); whereas the bulk of Himalaya’s aggregate holdings are actually located offshore (EWBC: <1%). Apologies for any confusion caused earlier.
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