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Deep Dive: Japanese Trading Companies (Part 1)
Buffett’s first investment in Japan
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Deep Dive: Warner Bros. Discovery (WBD)
Cashing in on the present and betting on the future
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AI minus the BS (Part 3)
Implications for investment research; Action plans and survival tips for buy-side analysts
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[redacted]
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Deep Dive: Recruit Holdings (6098, RCRUY)
Japan's best managed tech conglomerate
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AI minus the BS (Part 2)
Behind the curtain of ChatGPT
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[redacted]
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AI minus the BS (Part 1)
Why investors should take this seriously
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[redacted]
Small Cap Idea: Rover (ROVR)
Marketplace for the price of a melting ice cube
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[redacted]
9
Deep Dive: Japanese Trading Companies (Part 2)
Closer look at the business model, management, and capital allocation
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4
Deep Dive: BlackRock (BLK)
Breaking down the world's largest asset manager
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Small Cap Idea: Diversey Holdings (DSEY)
Riding on Bain Capital's coattails
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Global equities deep dive by former buysiders, covering Japan, Asia, and EM equities in addition to the US market
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