Jeremy Raper

Jeremy Raper, an expert on Japan's economic shifts and corporate governance reforms, shares invaluable insights in his latest chat. He discusses Japan's evolving investment climate, focusing on balance sheet unlocking and recent governance changes. Raper also tackles the pressures of public shaming on companies and the rising trend of shareholder activism. He analyzes the impacts of Trump's tariffs on corporate strategies and dives into commodity investments, emphasizing how geopolitical events and tech advancements influence market dynamics.

Jeremy Raper, with 12+ years of buy- and sell-side experience, returns to The Business Brew to discuss various topics. These include the impact of the geopolitical situation and market downturn, Alto Ingredients' position in the ethanol industry, carbon capture and storage for ethanol refineries, social activism and creating value for shareholders, lessons learned from leasing during COVID, the importance of price in investment decision-making, the government's case against an airline merger, and the bullish stance on Japan's value proposition.

Jeremy Raper, founder of Raper Capital, discusses his letter to Bragg Gaming urging them to sell the company. They also explore potential buyers for Bragg Gaming, the financial benefits of acquisition, and the trial between Spirit and JetBlue.