Companies that Are Chronic Cash Hoarders....
It is not just a Japan issue, a lot of US companies also hoard cash. Apple Inc (AAPL US) for instance has $67bn sitting on the balance sheet. I do...
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Start Today: Maezawa-San's EDINET Filing Marginally Positive?
On May 30, in a filing on EDINET (Japan's version of EDGAR), Start Today Co Ltd (3092 JP) CEO Maezawa-san made an amendment to his most recent...
208 Views
Last Week, in Event SPACE (28 May 2017)
In this note... Korean Holdcos continued their exemplary outperformance YTD... IOF’s management platform grab may have finally run out of, well,...
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Golden Ideas for Golden Week
With a five-day weekend upon us in Japan, we take the opportunity to briefly review some of our ideas to date and offer a selection of our highest...
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I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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