tag:blogger.com,1999:blog-1822091813316087659.post4984549906197700422..comments2023-07-03T12:49:03.975+01:00Comments on Value Investing Japan: Foul Play - Co- Cos Nobouka (JP:3599)O-tonehttp://www.blogger.com/profile/14922301157900495819noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-1822091813316087659.post-74210203233191262512015-03-16T16:37:19.622+00:002015-03-16T16:37:19.622+00:00Yes. I am based in Berlin, Germany.
The MBO is an...Yes. I am based in Berlin, Germany.<br /><br />The MBO is an atrocity to the minority shareholders. But they do not seem to care really.<br /><br />GrüsseO-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-33545835315317834432015-03-16T16:09:27.418+00:002015-03-16T16:09:27.418+00:00Are you from Germany/Austria? On your pictures are...Are you from Germany/Austria? On your pictures are some german words, which got me interested :)<br /><br />By the way, I totally agree with you about the mbo. Very nice writeup!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-37035558824544207862014-12-17T19:01:22.021+00:002014-12-17T19:01:22.021+00:00This is it? A rather uninformative post I have to ...This is it? A rather uninformative post I have to say.<br /><br />By the way. If you take information from my blog you could at least state the source!O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-80262025409252596262014-12-17T10:52:58.366+00:002014-12-17T10:52:58.366+00:00Hi O-tone,
Wrote the article regarding activist ...Hi O-tone, <br /><br />Wrote the article regarding activist investing. Hope we can see more of this in future. Would really be a good vision to work towards imo. <br /><br />http://www.value-edge.com/activist-investing/<br /><br />Thanks!Anonymoushttps://www.blogger.com/profile/07503418342379870883noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-15864632576705218702014-12-05T14:50:48.934+00:002014-12-05T14:50:48.934+00:00You are welcome.
No I am not based in Japan.
Not...You are welcome.<br /><br />No I am not based in Japan.<br /><br />Not sure if activism in general is so hard in Japan. Hostile approaches are for sure! But there are activists out in Japan. But rather cooperative ones.<br /><br />I see writing about atrocities like at Nobouka as a form of activism. There is nothing worse in Japan than losing face. So write about it and/ or get this post viral onO-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-40337477300491006382014-12-05T13:28:13.809+00:002014-12-05T13:28:13.809+00:00Thanks for reading my blog! Will dedicate a post o...Thanks for reading my blog! Will dedicate a post on it and activist investing. Too bad activism is quite hard in Japan. Are you based in Japan?Tee Lenghttp://www.value-edge.comnoreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-91963046614820416222014-12-04T21:02:52.307+00:002014-12-04T21:02:52.307+00:00Fair enough. But write about it on your blog. Get ...Fair enough. But write about it on your blog. Get active!O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-36381249912115406132014-12-04T02:14:50.306+00:002014-12-04T02:14:50.306+00:00Indeed, was very unhappy with this MBO as well. Ho...Indeed, was very unhappy with this MBO as well. However, my friend helped me translate a report by Nomura and he said that as minority shareholders we have no choice but to just accept it, otherwise we would be just holding shares of a non-tradable company. That said, I accepted the offer. Tee Lenghttp://www.value-edge.comnoreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-54070261191536583612014-11-23T21:58:56.911+00:002014-11-23T21:58:56.911+00:00Lucky you!
But luck doesn't appear to me as a...Lucky you!<br /><br />But luck doesn't appear to me as a viable long-term investment strategy.<br /><br />Having in mind your investment process and attitude; I only can wish you luck!O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-72893122938512643842014-11-22T20:28:31.489+00:002014-11-22T20:28:31.489+00:00Good post. I agree we are getting screwed, but on...Good post. I agree we are getting screwed, but on the other hand I think I made about 55% on this one plus dividends and didn't hold it very long. So I'll sell out and put the money to work in something else. If anyone knows where I can get screwed like that again let me know :)<br /><br />By the way, is there any way for someone who does not know japanese to see the insider holdings matjonehttps://www.blogger.com/profile/15561610396121006096noreply@blogger.com