Jan Pstrokonski

Manager of the Samarang Japan Value Fund

[Lilly @lillybilly299]

When my mother first moved to Japan, she tried to jaywalk while pushing a stroller on an empty residential street. She was immediately stopped by an old, well dressed Japanese man who solemnly told her in perfect English "the downfall of society begins with the individual"

[Jan Pstrokonski @Japanvalue]

@CaptCorsario @calvinfroedge Mine

[Gaijin Mommy @GaijinMommy]

This could get me in trouble but since when did I care so Terrible Maps I will see you “Japanese Stereotypes of European Countries” and raise you The USA…

[会話 @bad_texter]

店長

[Jan Pstrokonski @Japanvalue]

boost eps, and how they attract growth investors more so than divs do. This was the head of IR. There is still a looong way to go in even understanding SHR and what investors want in corporate Japan.

[Jan Pstrokonski @Japanvalue]

Yesterday, I spent 35 minutes out of a 60 min update mtg with a 30 BY mkt cap leader in core tech for the next gen of smart phones and car comms, explaining how buybacks are good for the co bc they can be more flexible on timing of cash use, how they reduce float and hence

[Jeff Weniger @JeffWeniger]

15/15

Suppose CalPERS moves 1% of its $464bn into US stocks. To do that, the pension would buy about 0.01% of the US stock market.

But if GPIF moves 1% of its $1.5 trillion into Japanese stocks, that is 0.24% of the entire Japanese stock market. For Korea’s NPS, 0.48%.

END

[Jan Pstrokonski @Japanvalue]

@TheLongHappy I’m around

[Jan Pstrokonski @Japanvalue]

@orrdavid @40sProf If only there were a fund that does this…

[Jan Pstrokonski @Japanvalue]

@Rainmaker1973 10 generations to go back 400 years implies an average parental age at birth of 40. Applying a more realistic age of 20 results in over a million ancestors in that 400 years. Expand to 500 years and now you are at over 33 million.

[Jan Pstrokonski @Japanvalue]

@Nick_duCat @joshyoung This may be originally attributable to Jessie Livermore (?)

[i/o research @iointelresearch]

Study finds male-female brain differences and is able to predict "individual IQ scores for males and females separately using whole-brain functional connectivity."

https://t.co/M6o7Ag9rNS

[Jan Pstrokonski @Japanvalue]

@TeddyOkuyama This is a good point. Maybe mgmt getting paid more in stock and more engagement from investors is going to make the change a more permanent one (?)

[のあ@高配当株好き @Investor_anoyr]

主力銘柄と準主力銘柄の配当推移をまとめようとしたら1時間くらいかかりました😂

配当ナビのアップデートで配当グラフの上に企業名が出るようになったんです😭✨

みんなも良かったら使ってぇ〜
(● ˃̶͈̀ロ˂̶͈́)੭ꠥ⁾⁾

[Jan Pstrokonski @Japanvalue]

@AltayCapital She is a cautious but optimistic analyst

[Jan Pstrokonski @Japanvalue]

Mini cat assisting

[Jan Pstrokonski @Japanvalue]

@TeddyOkuyama At least one of these positions is out of date, it appears

[cats with powerful impression 🐾 @catshealdeprsn]

Rate this slippers 1-10

[Nature is Amazing ☘️ @AMAZlNGNATURE]

This pregnant cat getting an ultrasound might be the cutest thing I’ve ever seen 😭😭