TIP550: Masterclass w/ Mohnish Pabrai
We Study Billionaires - The Investor’s Podcast Network
Investing in Japan: The Challenges and Advantages of Shinokan
Shinokan was an exceptional business with strong recurring revenues and visibility into cash flows for many years/nOne of the attractions of Shinokan was that it was founder run and did not fit the template of most Japanese management/nMost Japanese management and boards prioritize stability and employee benefits over shareholder benefit, making it difficult to invest in Japan
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