A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons
Last week it was revealed that Warren Buffet had taken stakes of about 5% in Japan’s five major trading companies. This comes at a time when the...
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Itochu Gets the FamiMa HunnyPot And Now Things Get Funky
A few hours after the close of the controversial Itochu Corp (8001 JP) Tender Offer for FamilyMart Co Ltd (8028 JP), a Nikkei Business article...
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Things People Believe: Flat Earth, Faked Moon Landings, and Tesla $2100
Tesla Motors (TSLA US) stock closed near $2,100 per share on Friday, making it more expensive at more than $381 billion versus the combined equity...
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Panasonic: 1Q Weaker Than Expected But Recovery Likely
Panasonic Corp (6752 JP)’s first quarter ended June 2020 revenue and OP declined by 26% and 93% YoY respectively (OPM of 0.3% vs 2.9% in 1Q...
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🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS - Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
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