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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6023: Daihatsu Diesel Looks Like a Buy Amid Turmoil in Shipping Industry

Summary

  • Focus on parts and service business likely to drive high margin revenue over the long-haul.
  • Healthy balance sheet provides for stability during difficult times.
  • Daihatsu Diesel has remained stable and profitable despite increased competitive pressure from Chinese and South Korean companies.

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