Pelham Higgins

Australian value investor living in Japan

[Pelham Higgins @PelhamHiggins]

@HenleyRegatta Thank you @HenleyRegatta

[Pelham Higgins @PelhamHiggins]

@hoseirugby1924 Good luck boys!

[Pelham Higgins @PelhamHiggins]

@hoseirugby1924 Well done #工藤大和 - congratulations!

[Pelham Higgins @PelhamHiggins]

@hoseirugby1924 Happy birthday #本山淳祥

[Pelham Higgins @PelhamHiggins]

@hoseirugby1924 Excellent! Well done

[William Green @WilliamGreen72]

This is a terrific article by @CostasMourselas & @ameliajpollard about legendary hedge fund manager Sir Chris Hohn. It's full of rich insights into his character, his high-conviction investment style, his passion for philanthropy & his friendship with Warren Buffett (who shares his devotion to Moody's). For example:
Extract #1: "He had little doubt of his destiny, he says. 'Bob Dylan said from a young age . . . he knew he was going to be successful. He was operating in intuition,' says Hohn. 'My intuition, which is the intelligence of the soul, said my purpose here was to help people.' On a simpler level, he loved investing, calling it 'one of the purest ways to apply intellect to making money.'”

Extract #2: "For Hohn, the key metric for any company is pricing power, highly valuing the ability to push through inflation-busting price increases. He is not dazzled by stratospheric revenue growth like other investors. 'Chris likes buying global monopolies or duopolies,' says TCI analyst Ben Walker.' His investment style is also partly informed by a desire for control. Like Buffett, he thinks of himself as an 'owner' of his stocks, rather than a speculator, and it is from this mindset that he acts as an activist to defend his interests in a company. For instance, Hohn does not like to short, or bet against, stocks, because the investor on the other side of the bet can recall their shares at any time and crystallise a loss. Short sellers can also be subject to short squeezes, where investors target them by buying the stocks they are betting against, forcing them to close their position. 'I don’t like to hold my destiny to other people,' he says."

Extract #3: “I learnt over the last 20 years that you are better off to find a great company which is well managed and well governed than try to find a bad company and change the management or sell the company,” Hohn says.

https://t.co/Y8GKZFcCJ2

[Vivek Garipalli @VivekGaripalli]

Sad but true

[日本ラグビーフットボール協会 @JRFUMedia]

U20日本代表候補メンバー＆今後の活動スケジュール発表📣

U20日本代表候補34名を発表💡
6月にジョージア🇬🇪で開催される「ジュニアワールドチャンピオンシップ」に向けて、チーム作りを強化してまいります💪

詳しくはこちら🔽
https://t.co/wLTqStK7tB

#U20日本代表

[Jay Dilks @DilksJay]

Berkshire Hathaway owns 10%+ of the 5 largest Trading Houses (Industrial Conglomerates) in Japan. $BRK.B. Japan exports jump 14.8% in April, handily beating expectations https://t.co/YXj8kX5uYm

[Leverage Shares ETPs EU @LeverageShares]

Bill Ackman’s Pershing Square stayed highly concentrated in Q1 2026, with just five positions making up over 70% of the portfolio.

Top holdings included:
◾ $BN.TO – 18%
◾ $AMZN – 17%
◾ $UBER – 16%
◾ $MSFT – 15%
◾ $QSR – 12%

Total reported 13F AUM: $13.71B.

[Kevin Carpenter @kejca]

Warren Buffett: "Owning five homes doesn't mean anything to me because I'm happy in one home. If I've got two homes, I know I've got more problems — and I don't have more happiness."

[Pelham Higgins @PelhamHiggins]

@hoseirugby1924 Well done #須田琥珀!

[Pelham Higgins @PelhamHiggins]

@hoseirugby1924 おめでとうございます。

[Pelham Higgins @PelhamHiggins]

@hoseirugby1924 Good luck, boys!

[日本ラグビーフットボール協会 @JRFUMedia]

公益財団法人日本ラグビーフットボール協会は、エディー・ジョーンズ日本代表ヘッドコーチについて、以下の処分内容を決定いたしましたので、お知らせいたします。

エディー・ジョーンズ日本代表ヘッドコーチ 倫理及び処分規程に基づく処分決定のお知らせ
https://t.co/iChIIb8C5U

[Pelham Higgins @PelhamHiggins]

@AdamGoodfall @axrenton @Brambletweet I remember you well - as an 8 year old you taught me how to pronounce Psalm without the P!

[Pelham Higgins @PelhamHiggins]

@Ronmarkets You’re welcome here anytime!

[Pelham Higgins @PelhamHiggins]

@hoseirugby1924 Focus on rugby - terrible dancers!

[Pelham Higgins @PelhamHiggins]

@Ronmarkets Simple. If it isn’t yours don’t touch it.

[Massimo @Rainmaker1973]

When Japan’s toll system crashed for 38 hours, drivers were allowed to pass for free; but over 24,000 people still chose to pay later.

To prevent massive traffic chaos, authorities opened the gates and let around 920,000 vehicles pass without paying. Drivers were simply asked to settle their tolls online at their convenience.

Remarkably, more than 24,000 people voluntarily went online and paid anyway — even though there were no fines, no enforcement, and no obligation. That’s roughly 3.8% of all vehicles that passed during the outage.

This small but meaningful act of honesty has been widely praised as a powerful example of civic responsibility and deep-rooted trust in Japanese society.