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J- Links of Interest; Week 33 - 2022
J- Links of Interest

J- Links of Interest; Week 33 - 2022

Otto Oehring
Aug 19, 2022
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undervaluedjapan
undervaluedjapan
J- Links of Interest; Week 33 - 2022

Articles

The Japanese Need to Learn to Invest Before Inflation Overtakes Pension Benefits - Bloomberg

Warren Buffett’s Advice for Activist Investors, Private Equity in Japan - Bloomberg

How the Weak Yen will Re-energize Japan | Peter Tasker

A Tiny Gas Meter? The More Mundane the Better for Japan’s Capsule Toys. - The New York Times (nytimes.com)

Japan’s Food Self-Sufficiency Debate Overlooks the Core Problem – The Diplomat

Analysis

Shimano Aktie: Mit dem Qualitätswert vom Fahrradboom profitieren (abilitato.de) (German)

Deep-dive 2022-17: Sony - by Michael Fritzell (asiancenturystocks.com)

Growing IT Network Service Operator Trading at 1.6x EV/EBIT - Kenkyo Investing

Economic Japanification: Not What You Think (lynalden.com)

Japan's Empire Builders — Verdad (verdadcap.com)

The irreversible ¥130/dollar, the path to the revival of high-tech industrial clusters | Musha Research

Japan: Land of the Rising Prices? | Neuberger Berman (nb.com)

Videos

Governance Around the World: Japan (Video of Webinar) - The Board Director Training Institute of Japan (BDTI)

What Eating the Rich Did For Japan - YouTube

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