YOHANN_

It's all fun and games until you up and move to Tokyo

[YOHANN_ @obynio]

Airbus built a marvel of machine to carry plane parts to have the entire world be like “haha whale plane”

Airbus eventually embraced it and let engineers have fun on the design 😂

[YOHANN_ @obynio]

@linderps sss tier:
- motorbike
- f1

[YOHANN_ @obynio]

@Div_Croissant As tu un guide pour acheter du SCHD sur IBKR via les options vu que le produit est non tradable ?

[YOHANN_ @obynio]

@FranceTitres please make sure to not let your data leak again 🥲

[YOHANN_ @obynio]

https://t.co/7xfJ5fV1wu

[YOHANN_ @obynio]

@BourseAsieFR Quid du Japon ? Rapidus à Hokkaido, acteur central des semis également

[Tokyo Deep Value @TokyoDeepValue]

Called the IR line for a Japanese net-net trading at 0.4x book with more cash than market cap.

Rings twice. A woman answers.

“Hai, de gozaimasu.”

I butcher my way through asking for investor relations in Japanese. Long pause. I switch to English. Longer pause.

“One moment please.”

Hold music. It’s a MIDI version of a song I think I recognize from a Studio Ghibli film. Three minutes pass. Four.

“Hello. This is Tanaka-san. General Affairs.”

Not IR. General Affairs. The department that orders the office slippers.

“Hi, I’m a shareholder. I had some questions about capital allocation.”

A pause so long I check if the call
dropped.

“Yes.”

That’s the whole response. Yes.

“You’re holding ¥80 billion in cash. Your market cap is ¥55 billion. Have you considered a buyback?”

“We are studying.”

“For how long?”

“Since 2009.”

I laugh. He does not laugh.

“What about the cross-shareholdings? You own stakes in seven other listed companies worth roughly ¥30 billion.”

“These are important business relationships. Tanaka-san at Sumitomo and our president were at university together.”

Different Tanaka-san. I don’t ask.

“Are there plans to unwind them?”

“We review annually.”

“And the conclusion?”

“To continue reviewing.”

I hear a fax machine in the background. An actual fax machine. In 2026.

“The activist fund that filed last quarter — are you engaging with their proposals?”

“We received the letter. We are considering carefully.”

“They sent it eight months ago.”

“Yes. Carefully.”

A long silence. I can hear someone in the background unwrapping what sounds like a rice cracker.

“Tanaka-san, with respect, the company has traded below book for fourteen years.”

“The market will understand eventually.”

“When?”

“When it is time.”

He thanks me four times for my interest. I thank him three times. We bow at each other through the phone. I hang up.

Stock is unchanged.

Has been unchanged. The cash pile grew another ¥2 billion last quarter. Tanaka-san is reviewing.

[YOHANN_ @obynio]

@ihtesham2005 This guy probably never touched a Bloomberg terminal ever

[YOHANN_ @obynio]

End of an era

https://t.co/PMKlLPgI9J

[吉田 @roikfbuwgc254]

知らなくていい物もある

[le.hl @0xleegenz]

People who moved abroad alone in their 20s, handled all docs, bank account, visa, tax, jobs, accomadation, and culture difference

These people fear nothing anymore

[✧˖ @colditioner]

Ramen master eating instructions is the most iconic eating scene in cinematic history

[Xavier Niel @Xavier75]

Nouveau forfait : data ILLIMITÉE en France et dans 135 pays (dont Maroc et Japon), 19,99€ pour les abonnés Freebox

[Football Made Easy @futbalmadeeasy]

@GlobeEyeNews Me at the gas station next week

[Daniel Foubert 🇵🇱🇫🇷 @d_foubert]

Half of the French are retirees, the other half are civil servants, and the rest either has left the country or is planning to leave.

[YOHANN_ @obynio]

@Kanjo Too bad they have an expiration date 😞

[YOHANN_ @obynio]

@Div_Croissant

[YOHANN_ @obynio]

Interesting take: Japan became the scapegoat for East Asia’s demographic decline simply because it aged first but was quickly outpaces by its neighbors.

[Velina Tchakarova @vtchakarova]

After carefully monitoring the situation in Venezuela for the last 24 hours, the EU has found out that the water bottle of Maduro did not have the EU-regulation approved attached cap.

[YOHANN_ @obynio]

@animeupdates @Kurabi16 🙌🙌