8% Value Activist

Analysts' Dos and Donts - Part 3

Be able to recite key numbers without referring to notes

Apr 5 • 8percentpa

2

3:16

February 2026

Activist Happenings #9: Japanese Yen, Toyota Industries, Warner Bros, Cybersecurity & More!

"The big money is not in the buying and selling, but in the waiting." - Charlie Munger

Feb 28 • 8percentpa

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2

Analysts' Dos and Donts - Part 2

"Analysis has a sweet spot: too little is guesswork; too much, it's paralysis by analysis." - Anonymous

Feb 22 • 8percentpa

3:40

Activist Happenings #8

"The four most dangerous words in investing are: this time is different." - Sir John Templeton

Feb 12 • 8percentpa

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1

Analysts' Dos and Donts

"It is better to be roughly right than precisely wrong." - John Maynard Keynes

Feb 1 • 8percentpa

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2:43

December 2025

Activist Happenings #7

"My natural state is an outsider, and no matter what group I'm in or where I am, I've always felt like I'm outside the group, and I've always been…

Dec 27, 2025 • 8percentpa

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1

Thanks for the Support!

"You got a fast car, is it fast enough we can fly away?" - Tracy Chapman

Dec 5, 2025 • 8percentpa

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November 2025

Activist Happenings #6

“Most investors are trend followers. Superior investors are the exact opposite. Superior investing, requires second-level thinking, which is more…

Nov 26, 2025 • 8percentpa

1

Investment Idea #32 - JPX (Part 2)

“If the monopolists pretend not to have monopolies & the non-monopolists pretend to have monopolies, the apparent difference is very small” - Peter…

Nov 12, 2025 • 8percentpa

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Screen #2: Dividend → Activist Screen

“The true investor…will do better if he forgets about the stock market and pays attention to his dividend returns.” — Benjamin Graham.

Nov 7, 2025 • 8percentpa

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1

Activist Happenings #5

"I like to shoot fish in the barrel. But I like to do it when the water runs out." - Warren Buffett

Nov 1, 2025 • 8percentpa

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1

October 2025

Investment Idea #32 - JPX (Part 1)

"We are on the right reform track. Investors still think that Japan is a sleepy country, but we are not anymore." - Hiromi Yamaji, CEO of JPX.

Oct 26, 2025 • 8percentpa

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