Interview With David Baran Of Tokyo-Based LBO Fund Symphony (#JNets,...
This is worth watching if you’re a value-investor interested in the Japanese equity market. David Baran and his Symphony fund were first mentioned at valueprax here. Description of the video from...
View ArticleMore Interviews With David Baran Of Symphony Fund (#JNets)
For reference purposes, here are three more recent interviews with David Baran of the Tokyo-based Symphony Fund, which is involved in shareholder activism and management buyouts of undervalued...
View ArticleGeoff Gannon Digest #5 – A Compilation Of Ideas On Investing (@geoffgannon)
The “Geoff Gannon Digest” is a series of posts highlighting some of my favorite wit, wisdom and investment advice from value investor Geoff Gannon. Each post provides a link to the parent article with...
View ArticleNotes – 16 Japanese Net-Nets I Put In My Portfolio (#JNets, #NCAV)
Listed below are the 16 Japanese companies that currently compose my “basket” (portfolio-within-the-portfolio) of Japanese net-nets, which I refer to as “JNets”. While most of my picks were classic...
View ArticleNotes – How Did I Come Up With My 16 JNets? (#JNets, #NCAV)
A couple days ago someone who follows my Twitter feed asked me what criteria I had used to pick the 16 JNets I talked about in a recent post. He referenced that there were “300+” Japanese companies...
View ArticleDoes Net-Net Investing Work In Japan? (#JNets, #valueinvesting, #Japan)
If you took a look at the companies I purchased off my Japanese net-net (“JNet”) worksheet about six months ago, you’d probably conclude net-net investing doesn’t “work” in Japan, at least not over a...
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