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Activist Happenings #8

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

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8percentpa
Feb 12, 2026
∙ Paid

✳️ Welcome to our eighth issue on activist happenings around the world. But we will talk more about Japan, because it’s really happening!

✳️ Japan’s first female Prime Minister just won the most seats ever since WWII. Activists are cheering on, as change and momentum fuels their campaigns against traditional corporates.

✳️ Bloomberg lists over a thousand activist campaigns globally with 400-500 in Japan. We shall discuss a few of the latest today.

✳️ Not so much the high profile ones like Toyota Industries as such stories are well covered. We might discuss that together with London Stock Exchange and Warner Bros when the dust settles.

✳️ As with previous issues, we will follow the usual setup below. Feel free to skip to the fun section 🎊

1. Japan Activist Developments
2. Featured Activists
3. Activists' Podcasts and Newsletters
4. The Fun Section

➡️ We are also posting on the following platforms:

  • We are on X. https://x.com/8valueactivist

  • Youtube. https://www.youtube.com/@8percentpa

  • And also L…

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