Progress, Not Perfection – Lessons From A Japanese Executive Chef

Thinking Points

  • I had the opportunity to spend a whole week with a Japanese executive chef.
  • Through his work and careful explanation, the chef shared insights on thriving in the food industry.
  • The chef’s approach largely incorporated the concept of intrinsic value, a core concept used in value investing.

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Why I Don’t Invest In Japanese Construction

Thinking Points

  • Japanese construction companies flood value-focused quantitative screens.
  • Japanese construction doesn’t necessarily transfer well in other regions.
  • My avoidance of Japanese construction is simply a decision heuristic, not a suggestion that everybody should avoid Japanese construction.

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