Tokyo Takeaways (Part 3) – “Edge” Matters
Thinking Points This is part 3 of my series covering takeaways from my last trip to Tokyo. We met with one of Japan’s top performing fund managers, which got me
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Tokyo Takeaways (Part 2) – Shareholders Matter
Thinking Points Here’s the second takeaway from my recent Tokyo trip: Shareholders matter. Japan has a different way of looking at corporate ownership. Knowing the other shareholders and what influences
Tokyo Takeaways (Part 1)
Thinking Points The first takeaway from my second Tokyo trip: Management Matters. During the trip, there were two companies that highlighted the importance of management quality. One company had no
If You Want To Meet With A Japanese Small Cap, Just Ask!
Thinking Points If visiting management teams is part of your investment process, you’ll find today’s post meaningful. One of my clients and I went to Tokyo for a week and
Does Japan Have A Silicon Valley?
Thinking Points Japan doesn’t have a Silicon Valley, but it has something similar. The innovative minds of Japan are underground. There are cultural reasons for this. Investors willing to dig
How You Can Avoid Bad Governance
Thinking Points Paying attention to the accrual ratio (or Sloan ratio) helps spot dodgy accounting. That said, Toshiba was able to circumvent the Sloan ratio, staying in the “safe zone”
Google Sheets For Global Stocks (Version 3)
Thinking Points Quick update on my trip to Fukuoka. New and improved Google Sheet for Global Stocks! With the functions explained in this article, you can import various data from
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
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