Quick pass on Hazama Ando (1719 JP)

a typical Japanese cash hoard …

Food for Thought #54 // Links

Includes: 2022 mistakes to avoid, Russia, Japan, Energy, …

Food for Thought #53 // Links

Includes: risk appetite, Japan, comparative advantage, energy, coal and commodities, vaccination narratives,

Food for Thought #52 // Links: 2021 review edition

Includes: ports, Japan, hydrogen, TPG & PE models, and a bunch of 2021 reviews

Food for Thought #50 // Links

This time the most interesting content I stumbled over includes: good CEOs, turnarounds, ESG, change, conviction, Japan, Asian stock ideas, hype cycles,…

Quicky on Japan Petroleum Exploration (1662 JP)

I stumbled over Japan Petroleum Exploration Co., Ltd. or Japex via Inpex (1605 JP) …

Food for Thought #45 // Links🔗

This time the most interesting content I stumbled over includes: energy, fuel, a blog to watch: good-investing, Iran, Japan, Asian stock ideas,…

Quicky on Inpex (1605 JP)

With current developments within the energy markets and energy crisis looming in Europe (and elsewhere), it might be worth to take another look …

Food for Thought #36 // Links🔗

This time the most interesting content I stumbled over includes: Fool’s gambit, the losers game, investing abroad.

Food for Thought #32 // Links🔗

This time the most interesting content I stumbled over includes: QDT, UMG, Japan, EM value, moats, trading platforms, …

Quicky #17 on Shinoken (8909)

This is part #17 about a Japanese company active in the real estate business.

Quicky #14 on Koshidaka (2157 JP)

This is part #14 about Koshidaka Holdings, which business mostly consists of karaoke services in its domestic Japan market.

Quicky #12 on NTT (JP 9432)

This is part #12 about Nippon Telegraph and Telephone Corp. I hold NTT stocks (9432 JP) since FEb 2018. Now is a good time to review my small legacy position in NTT since …

Update on SoftBank after Q2 2020 results

SoftBank Group (9984 JP) reported Q2 results, for the period ending Sept 30, 2020.

Quicky #4 on Inpex (1605 JP)

This is part #4 about Inpex Corporation (1605 JP). I stumbled about the company when reading about Royal Dutch Shell’s huge Prelude FLNG project off Australia in which Inpex owns a stake with several other Asian companies. Inpex took a huge one-off charge due to operational production problems depressing current earnings. Time to take a look …