East 72’s Q1 2019 Investor Letter

East 72 is a Sydney, Australia-based unique publicly traded investment company that was launched in 2016. Its forming resulted from the recapitalization of the NSX listed shell company Australian Premier Finance Holdings Limited. East 72’s executive director is also one of its largest shareholders, Andrew Brown, who has 35 years of professional experience in investing. Recently, the company released its Q1 2019 Investor Letter, which you can download below.

Among other things in the letter,...