´´ Value Investing Japan

Monday, July 31, 2017

Fukuda Denshi (JP:6960): The Three Bagger Stock That Still Is a Bargain


Fukuda Denshi was first presented on the blog in 2012. Since mentioning the company the stock price has more than trippled.

In this post I will make the case that Fukuda Denshi is a wonderful company that, irrespectively of the significant share price appreciation,  is still a bargain issue.

Friday, July 21, 2017

Value Links of Interest

Learning from Burry's Investment Philosophy by Panda Agriculture& Waterfund

In science, knowledge is cumulative. In finance, however, it is cyclical, with market participants making the same mistakes over and over again. Good ideas, such as value investing, have value in themselves. Not acting upon new ideas however, only overexposes people to perpetuating past mistakes or using inaccurate approaches in an ever-changing world. Being an outsider to finance — as Dr. Burry was — helps people keep an open mind. 

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