たけお

海外LOの資産運用会社で日本株のアナリストをやってます

[たけお @valueam]

@lifelong72 @JapanDeepValue1 @puppyeh1 @EnergyCredit1 If you think Japan is going to actually change, you don’t know Japan. It’s working now from a stock performance perspective, but fundamentally nothing has changed.

[たけお @valueam]

@InvestInJapan I understood it as a way of financing their new investments. Investors get annuity, Hikari gets funding upfront, and also the kicker is Hikari doesn’t need to sell their stocks (forcing a tax event) to fund new ideas. Win win win!

[たけお @valueam]

😂😂😂

[柳下裕紀 | Yuki Yagishita💛💙 @yagiyagi0419]

どうしてこういう方って質問していながら当人が返事が出来ないようにしているんでしょうね。
回答は、あの時点では、まだ交渉中で最終決定に至っていなかったからです。
あらゆる契約に於いて、終了に至る理由は諸々あるのが普通だと思いますよ。
もう少し今後の変更・新規の体制等がクリアになった時点で各種の表示、私のタイトルなども一斉に修正かけますので、御心配は無用です。

[たけお @valueam]

@InvestInJapan They’ve disclosed before for a while. Then stopped. And now redisclosing.

[たけお @valueam]

@MikeFritzell INDF is similarly ridiculously cheap

[たけお @valueam]

@dfinvestment 私は北米にいますが
アメリカ　いらない、体感3-4割持ってるかな
カナダ　必須　法律上CFAかCIM無いとPMなれません　MBA+CFA体感3割位

[たけお @valueam]

@InvestInJapan @nitinkinvest @wusatiuk My wife’s been using it for years and won’t use anything else. Nuff said 😂

[たけお @valueam]

@AltayCapital @TheLongHappy Couple of points worth mentioning
1) history may not repeat but it rhymes and this smells. Which is why many domestic investors won’t touch it.
2) never underestimate Recruit. They left for a reason. Reread 1.
3) it may be a good business (for now) but is it good for society

[たけお @valueam]

@teddy_okuyama The problem is that there has been consistent outflow of successful V-tubers due to burnout. Anycolor with their spray and pray method of attracting and monetizing talent has been more successful.

[たけお @valueam]

@monozukuritarou リスペクトを込めて言います。
もう少し勉強して下さい。
自社株買いはその名の通り、自社の株を買う事です。自社のビジネスに自信があり、不当に市場が割り引いているとお感じなら買う。それだけです。資産になりますし、必要ならばまた高くなったら売ればいいんです。
ちょっと残念です。

[たけお @valueam]

@willschoebs @MBrooks87621 And not only that, but just how ethically questionable this business is. It’s literally fueling the divergence of haves and have nots in Japan. That itself, even if the business model is great, is a no-go for me.

[たけお @valueam]

@willschoebs @MBrooks87621 If you know the history of how the legal framework has changed over the past few decades (hint Goodwill hint TechnoPro) you would know how sketchy this business is and at anytime it may be forced to change course.

[たけお @valueam]

@ValueInvestJpn Its actually a symbolic emperor, so called “Shouchou Tennou”. Following the loss of WW2, the 1st article of the constitution changed, where the emperor lost all its powers and turned into a symbolic figure. So the emperor has little/no power now but still an important figure

[たけお @valueam]

@ValueInvestJpn First time I heard that
Maybe it’s a generation thing? Im in my 40s and most people I hang out with have pride in being Japanese and its culture

[たけお @valueam]

@willschoebs Mediocre company buying mediocre companies… what could go wrong?

[たけお @valueam]

@willschoebs @InvestInJapan Very true. Can only wish!

[たけお @valueam]

@japanstockfeed I find any of the LLMs do a decent job of synthesizing disclosure information to your liking nowadays. Typical analyst reports are useless in that sense.

[たけお @valueam]

@ValueInvestJpn Pretty rational to me. Usually premiums for acquisition in Japan have been around 20%. No shareholder in the right mind would sell it at par.

[たけお @valueam]

@PComoCapital I surely hope so. Seeing the opposite atm though