Activist Happenings #5

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

In many ways, activists are doing the opposite (i.e. not shooting fishes in barrels). Yes, activists target value stocks. But these value stocks are cheap for various reasons and sometimes it takes tremendous time and effort to unlock value via activism. But that’s what make things fun, right?

✳️ Welcome to our fifth issue on activist happenings around the world! As with all other posts in this series, this post is free.

✳️ Today, we are starting with new activist developments, combining both Japan and global happenings since the last update.

✳️ After that, we will discuss about Japan macro (tracking salient data points) and following that we came up with a potential list of portfolio names (first time ever, not to be missed!)

➡️ Before we go into the juicy details, please allow us to do some advertisements.

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