Activism in Japan - Sandwiched between Tokugawa 2.0 and Meji Era 2.0

Activism is seeing a little renaissance in Japan.

The most prominent case has been Danile Loebs interference with Sony, demanding a break-up.

"Corporate Governance" im Land der Stillen Aktionäre

Japans Unternehmen gelten kaum als besonders aktionärsfreundliche Gebilde (...) Corporate Governance ist hier nicht zuletzt als amerikanisches Fremdwort bekannt. (...) sukzessiven Auflösung traditioneller Kreuzbeteiligungen gewinnen Fragen der Unternehmenskontrolle mehr und mehr an Bedeutung (...)

Japan: Geopolitics and Geographie

Tokyo, Japan's capital, is located on Honshu, which is Japan's biggest and most populated Island. The other islands are Hokkaido (in the north) and Shikoku and Kyushu in the south. Japan is roughly 380'000 sqkm big. It ranges 2'500 Km from north to south and has got about 6800 islands.

The Internationalization of the Yen (Part One)

Internationalization of the Yen ( Interim Report ) 
 (MOF: 1998)

The internationalization of the yen was discussed during the 1980s in tandem with the subject of the liberalization of the Japanese financial system. Subsequently, in March 1985

Gosh! - Apparently not All Stocks are Undervalued in Japan

Why Most People Don't Succeed in Value Investing

Value Stocks Are Hot —But Most Investors Will Burn Out

By Jason Zweig

"Most people aren't cut out for value investing, because human nature shrinks from pain," the money manager Jean-Marie Eveillard told me this past week. His words are a reminder that making money on cheap stocks—the goal of every value investor—is harder than it sounds and can take years to play out (...).

Jim Grant on Value Investing and Investing in Japan

Jim Grant's Foreword to Security Analysis by Graham and Dodd 

Security analysis itself is a cyclical phenomenon; it, too, goes in and out of fashion, Graham observed. It holds a strong, intuitive appeal for the kind of businessperson who thinks about stocks the way he or she thinks about his or her own family business.

History of Japan (Part one)

The legend says  that Japan came into existence by the two divinities Izanami and Izanagi in form of thousands of islands in the pacific.

Peter Tasker on Investing in Japan

Investing in Japan: Only the 'cockroaches' survive by Hannah Smith

(...)The key to surviving as an investor in these markets was to follow a value strategy (...)

Japan looked pretty cheap...

 ... but even know, after a 50%+ run up in the Nikkei, I find superbly managed companies reasonably priced and averagely managed companies that are dirt cheap.