´´ Value Investing Japan

Monday, June 12, 2017

J-Links of Interest

A byproduct of Japan’s sluggish economy has been an uptick in merger and acquisition activity. Although still relatively scarce by Western standards, M&A is alive and flourishing in Japan.

Why M&A Is Different in Japan (Columbia Business School)

Consoles and mobile phones have killed of Video games arcade everywhere - except in Japan. For nearly 40 years Japan's arcades have been a shrine for the art of idling.

Thursday, June 1, 2017

J-Vid of Interest: The Sony Walkman a Design Classic





sdd

Wednesday, March 29, 2017

Performance Update

Click Link below for the Performance update.

Performance

Please bear in mind that the outperformance has been archived with a significant cash holding, due to the fact that I do not publish any new holdings of mine on this blog since 2013.

I will only publish sales of mentioned holdings of mine on the blog in a timely manner.

Thursday, March 23, 2017

Value Links of Interest

The Heresy That Made Them Rich By JOSEPH NOCERA (New York Times)

Columbia Business School held its 15th Annual Graham & Dodd Breakfast. The guest speaker was Jean-Marie Eveillard. The host was Bruce Greenwald, the Robert Heilbrunn professor of finance and asset management, whose value investing course is one of the school's most popular offerings.

A Legacy: The Sons of Stanford; The Man of Value Investing by Unknown Author (Pdf File)

Stanford Business School long has been seen as as a bastion of "efficient markets thinking". But another Stanford faculty member, Prof. Jack McDonald, teaches that markets are not always efficient, that discrepancies can occur, allowing a series student of fundamental investing to buy a Dollar for 50 Cents.