Once Great Electronics Maker Trading For 53% NCAV Facing Stiff Competition
Thinking Points Funai Electric (TSE: 6839) is a consumer electronics manufacturer with significant exposure to the US market and a track record as a low-cost leader in...
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value investing
Healthy Steel Maker Loaded With Assets Trading At 56% NCAV
Thinking Points Chubu Steel Plate (NSE: 5461) manufactures steel plates often used in construction machinery, industrial machinery, and buildings. The company delivers above...
Don’t Be Fooled By The Cash: Construction Software Co For Adjusted 6.2x EV/EBIT
Thinking Points Being (TSE: 4734) develops and sells civil construction estimation and specialized CAD software. Operating performance fluctuates highly, with management...
Once Great Electronics Maker Trading For 53% NCAV Facing Stiff Competition
Thinking Points Funai Electric (TSE: 6839) is a consumer electronics manufacturer with significant exposure to the US market and a track record as a low-cost leader in...
Interview: French Fund Manager Julien Faure Shares His Thoughts After Visiting Japan
Thinking Points Paris-based fund manager Julien Faure shares his thoughts on value investing in Japan after his August 2018 visit to Tokyo. Equipped with knowledge on the...
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 thinking about...
Interview: US-Based Fund Manager Brian Grosso’s Thoughts After Visiting Tokyo
Thinking Points US-based fund manager Brian Grosso shares his thoughts on Japan after his first visit in late June 2018. Cheap stocks is what got Brian started in Japan...
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 met...
Have You Thought About Investing In Japanese Childcare?
Thinking Points Japan’s aging population and low fertility rates may have deterred investors from looking at the childcare industry. However, a lack of childcare...