Value Investing Japan

Introduction This is a post mortem on Hogy Medical, a Japanese stock investment mentioned on this blog around mid 2012.

In the future you will find undervaluedjapan on Substack.undervaluedjapan | O-Tone | Substack (Link)

At a winter day in 1989 the Japanese sent chills down the spine of the world of tech.

Ten years ago I started my little Journey into the Bloggosphere.

I reckon the readers of my blog will be familiar with my investment gurus, namely Peter Cundill, Walter Schloss, Jean- Marie Eveillard, and many others coming from Grahamanddoddsville.

ArticlesWill TSE reform stop overseas investors from fleeing Japan?

ArticlesShareholder Perks and Firm Value (harvard.edu)Cup Noodles: How the instant food became a success story in America by hiding its Japanese roots | The Milwaukee IndependentGin twist: Japan reinvents the spirit with the help of green tea and oysters |

ArticlesBOJ's stealth taper: Bond holdings shrink for 1st time under Kuroda - Nikkei AsiaOpinion | What Japan Got Right About How Covid-19 Spreads - The New York Times (nytimes.com)Crunchtime: Japan 'miracle' snack in first price hike since 1979 - Nikkei…

Articlesnikkei business 210423 (hermannsimon.com)Interest in anime and K-pop drive boom in Korean and Japanese degrees | Modern languages and linguistics | The GuardianJapan’s Coming Wave of Reform (harvard.edu)Yen's lost decades: Japanese buying power si…

Articles A Master Penny-Pincher Draws a Following in Japan - WSJ Sharp drop in yen hits consumers hard, blow to economy | The Asahi Shimbun: Breaking News, Japan News and AnalysiThe outlook for Japanese equities - FTAdviser.comIs it finally time to invest…

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Something ridiculous is going on in the Yen exchange rate versus its major pairs.

Why Even a 40% Tax Break Won’t Move Japan’s Employers to Raise Pay - The New York Times (nytimes.com) Rail privatisation: the UK looks for secrets of Japan’s success | Financial Times (ft.com) Japan Keeps The Defunct Kyu-Shirataki Train Station Open for J…

Chancellor: Japan tortoise will outpace U.S. hare | Reuters Nintendo Comes to a Fork in the Road | Intrinsic Investing | A publication of Ensemble Capital Management, LLC The hidden power of Komeito on Japanese politics | East Asia Forum Omicron shelves J…

Many misconceptions and faulty narratives about Japan’s economic trajectory after the burst of its bubble economy exist.

Imagine a pinball machine having a romantic tête-à-tête with a slot machine.

Podcasts54: Ken Shibusawa, President, Shibusawa And Company, Inc.

Suga or Suga-free, Japan's corporate governance reforms are not for turning (investmentweek.co.uk) by Richard AstonPoison Pill Defense Gets New Support in Japan - Bloomberg by Gearoid Reidy, Min Jeong Lee, and Takako TaniguchiIs Japan still a value trap?

Bank Of Kyoto: Deep Value Japan Regional Bank With Nintendo Exposure At Major Discount by Valber (Seekingalpha.com)Bank of Kyoto, Ltd. is the largest regional bank in Kyoto and trades at 32% of book value.

Highly recommended talk about investing in Japan, shareholder activism and the low hanging fruits P/E firms like KKR, Bain Capital etc. are enjoying in Japan.

Companies like Ford, Siemens or General Electric, founded more than a century ago seem old when compared to newbies like Netflix and Google.

Long- Term Japan investors, including myself, have been waiting an eternity for this event to happen.

IntroductionFukuda Denshi is a leading Japanese medical device manufacturer.

Why does a nation conceived as being High- Tech can’t let go a technology of the 20th Century?

"Two roads diverged in a wood, and I took the one less travelled by.