Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

MS&AD Insurance Group Holdings, Inc. is a holding company established through reorganization of Mitsui Sumitomo Insurance Company, Limited.  The Group writes marine, fire, casualty, automobile, life, and allied insurance policies. MS&AD Insurance Group also operates financial services and agencies.

<ul>
<li>TSE-Listed companies are asked to file "Management Conscious of Capital Cost/Stock Price" awareness reports/policies. Many have. Some are still working on it. And policies change, and CGR reports are updated.</li>
<li>Our tools show every report, links to every document, and now a new diff file tool. input a name, see the difference between the Old/New Reports. We hope it helps.</li>
<li>This tool is designed to be a shelf reference. We update it once a month, and every CorpGovReport and new "Management Conscious" report updated since a CGR update is here.</li>
</ul>


TSE-Listed companies are asked to file "Management Conscious of Capital Cost/Stock Price" awareness reports/policies. Many have. Some are still working on it. And policies change, and CGR reports are updated.
Our tools show every report, links to every document, and now a new diff file tool. input a name, see the difference between the Old/New Reports. We hope it helps.
This tool is designed to be a shelf reference. We update it once a month, and every CorpGovReport and new "Management Conscious" report updated since a CGR update is here.


Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Nov24)

Research on International Stock Ideas, Value Punks

Value Punks

Research on International Stock Ideas

Value Punks’ mission is to deliver institutional-grade research on international stock ideas in a digestible, reader-friendly format.

At Value Punks, we blend our background in traditional value-investing with an openness to embrace a constantly and rapidly evolving investment and business landscape.

Institutional-Grade Research

Equity Bottom-Up

The Walt Disney Company is an entertainment company that conducts operations in media networks, studio entertainment, theme parks and resorts, consumer products, and interactive media. The Company produces motion pictures, television programs, and musical recordings, as well as books and magazines.

<ul><li>A lot has happened since we published our Disney thesis back in February.</li><li>On the corporate front, Disney emerged victorious from its proxy battle with Nelson Peltz and managed to patch things up with Florida Governor Ron DeSantis.</li><li>In media, Disney posted its first streaming profit—ahead of schedule—and secured the NBA’s coveted “A Package,” though it came with a hefty price tag.</li></ul>

A lot has happened since we published our Disney thesis back in February.On the corporate front, Disney emerged victorious from its proxy battle with Nelson Peltz and managed to patch things up with Florida Governor Ron DeSantis.In media, Disney posted its first streaming profit—ahead of schedule—and secured the NBA’s coveted “A Package,” though it came with a hefty price tag.

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>PFC and BEML Sign MoU for Defence and Infrastructure Projects</li>
<li>Zee Entertainment Seeks Settlement with SEBI Over the Governance Issues</li>
<li>ONGC and BPCL Search for Global Partners to Build Greenfield Refineries</li>
</ul>


PFC and BEML Sign MoU for Defence and Infrastructure Projects
Zee Entertainment Seeks Settlement with SEBI Over the Governance Issues
ONGC and BPCL Search for Global Partners to Build Greenfield Refineries


# 66 India Insight: Power Finance & BEML MOU Zee Entertainment Governance Issue, ONGC & BPCL MOU

Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Oct24)

Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

Crypto

The Meta DAO (META) stands as the world's first market-governed organization, revolutionizing decentralized autonomous organizations (DAOs) with market-driven governance and decision-making. Operating on the Solana blockchain, The Meta DAO uses its native token, META, for governance.

<ul><li>Prediction markets are considered efficient tools for aggregating information</li><li>Studies show that prediction markets are often better at predicting outcomes than professional pollsters</li><li>Small movements in prediction markets may not always accurately reflect significant changes in underlying factors, leading to debates over market efficiency and manipulation.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Prediction markets are considered efficient tools for aggregating informationStudies show that prediction markets are often better at predicting outcomes than professional pollstersSmall movements in prediction markets may not always accurately reflect significant changes in underlying factors, leading to debates over market efficiency and manipulation.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Proph3t: Exploring MetaDAO and the Future of Markets-Driven Governance

Corporate Governance
The slippery slope

Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Nov24)

The November Update to the TSE Name and Shame (they don't actually shame) list of Corporate Governance Disclosure on "Management Awareness of...

Travis Lundy

Revisiting the Disney Thesis

On the corporate front, Disney emerged victorious from its proxy battle with Nelson Peltz and managed to patch things up with Florida Governor Ron...

Value Punks

# 66 India Insight: Power Finance & BEML MOU Zee Entertainment Governance Issue, ONGC & BPCL MOU

Indian companies PFC, BEML, Zee Entertainment, ONGC, and BPCL are making strategic moves in defense, infrastructure, governance, and green energy...

Sudarshan Bhandari

Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Oct24)

The TSE "Ensuring Management Awareness of Cost of Capital and Share Price" effort means ongoing policy submissions, and updates to CorpGov Reports....

Travis Lundy

Proph3t: Exploring MetaDAO and the Future of Markets-Driven Governance

Overall, the debate on prediction markets in the crypto space revolves around their efficacy in accurately predicting future events, particularly...

The Delphi Podcast

Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Nov24)

The November Update to the TSE Name and Shame (they don't actually shame) list of Corporate Governance Disclosure on "Management Awareness of...

Travis Lundy

Revisiting the Disney Thesis

On the corporate front, Disney emerged victorious from its proxy battle with Nelson Peltz and managed to patch things up with Florida Governor Ron...

Value Punks

# 66 India Insight: Power Finance & BEML MOU Zee Entertainment Governance Issue, ONGC & BPCL MOU

​Indian companies PFC, BEML, Zee Entertainment, ONGC, and BPCL are making strategic moves in defense, infrastructure, governance, and green energy...

Sudarshan Bhandari

Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Oct24)

The TSE "Ensuring Management Awareness of Cost of Capital and Share Price" effort means ongoing policy submissions, and updates to CorpGov Reports....

Travis Lundy

Proph3t: Exploring MetaDAO and the Future of Markets-Driven Governance

Overall, the debate on prediction markets in the crypto space revolves around their efficacy in accurately predicting future events, particularly...

The Delphi Podcast

Indian companies PFC, BEML, Zee Entertainment, ONGC, and BPCL are making strategic moves in defense, infrastructure, governance, and green energy...