Japan Crossholdings: Japan Exchange's Sale of SGX Shares Sets A Precedent - Watch Closely
The BackgroundThe establishment of the Japan Corporate Governance Code in 2015 was a beginning step to better governance at stodgy Japanese...
469 Views
Denso (6902)--Should the Company Even Be Listed?
Denso's valuations appear increasingly steep, especially in light of the fact that Denso scores very low in returns on investment and...
204 Views
Tesla--Preparing for a Diabolically Bad Q1
Tesla's upcoming Q1 should see record losses due to sagging sales of the Model S and Model X, as well as continued losses from the new Model 3...
432 Views
Sharp May Not Be the Best Short for Awhile
Sharp (6753) may not be the most interesting short anymore simply because the cost of shorting is too expensive and there appears to be little...
250 Views
JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
438 Views