´´ August 2015

Thursday, August 27, 2015

Shareholder Activism in Japan: A Barbarian at The Gate

Shareholder activism is seeing a little renaissance in Japan. Activists have never abandoned Japan completely. But the ones who still sticking around are rather the nice guys. The ones not being very vocal about their intentions, but rather dialoguing with the management behind the scene.

Saturday, August 15, 2015

Value Investing and the Vice of Being Fearful

When a negative trend has been sufficiently long-lasting the tendency of investors to extrapolate the past into the future becomes extremely pronounced.