A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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Sprint (S) - Son Looks to Bring in Some Big Guns
According to various press reports out of the US, Softbank's (9984 JP) Son is looking to bring in some big money investors into Sprint Corp (S US)...
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Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, Tech, Trump, Trade (Oh, and Autos)
The Week That Wasin North Asia @Smartkarma is a rocur (rotating curator) effort by Douglas Kim, Mio Kato, CFA, Sanghyun Park, and yours truly,...
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Sharp--The Exhaustion of Good News & Onset of Reality
Sharp's stock price has risen 375% in the 10 months since last August when Taiwan's Hon Hai Group bought a 66% stake in Sharp. Based on consensus...
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