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‘Respecting tradition’
Yoshinori Hara, dean and professor at Kyoto University’s Graduate School of Management, says these long-standing entities, at least 100 years old, are known as ‘shinise’ – literally meaning ‘old shop’.
Hara, who worked in Silicon Valley for a decade, says that Japanese companies’ emphasis on sustainability, rather than quick... See more
Yoshinori Hara, dean and professor at Kyoto University’s Graduate School of Management, says these long-standing entities, at least 100 years old, are known as ‘shinise’ – literally meaning ‘old shop’.
Hara, who worked in Silicon Valley for a decade, says that Japanese companies’ emphasis on sustainability, rather than quick... See more
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read.amazon.co.jpToday, there are about 1,000 public companies in Japan trading at <1x book value (and about 200 trading below 0.5x book). The median company trading below 1x book has 15 years of net income crystallized on its balance sheet, primarily in a mix of cash, cross-shareholdings of other public equities, and real estate.
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During my second 初詣 (New Year prayer) in Japan, I was surprised to see a group of people in business attire, waiting for their turn to offer prayers at Meguro Fudosan.
Paul Venuto • feed updates
"Japan is the most liquid and easy-to-short market in this time zone," said Zuhair Khan, a senior fund manager at UBP Investments in Tokyo. "When you have global macro investors who take a negative view about Asia, then [Japan] is the market you use."
asia.nikkei.com • Why Trump's Tariffs Have Rocked Japanese Stocks Hardest - Nikkei Asia
スイングバイIPOという第3の道
イライザの曽根岡CEO「選ばれる生成AIつくる」：日本経済新聞
https://www.nikkei.com/article/DGXZQOUC12AQ50S4A610C2000000/
Yamauchi No.10 Family Office
y-n10.com