Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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An MBO for Toshiba? Not As Silly As It Sounds
After the news that at long last, with "all of Japan rooting for it to return to the First Section of the TSE" because of its status as Japanese...
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Toshiba Machine - Taking the Other Side
LightStream Research published an insight Toshiba Machine - Shareholders Side With Management and In This Case So Do We which more or less...
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Murakami Hands Toshiba Machine A Gimme - A TOB Designed To Fail and for Machine To Show Its Value
Neither "Murakami Fund" group company Office Support KK nor any other Murakami-affiliated company seems to have announced a Tender Offer for...
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Toshiba Machine – How Much Is It Worth?
With the news over the weekend regarding Murakami being set to launch a tender offer for Toshiba Machine shares, we spoke to the company briefly to...
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