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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
On today’s show, Stig Brodersen talks with legend investor Mohnish Pabrai. In the interview, Mohnish Pabrai generously shares his investment framework and touches on various stocks, including Alibaba, Constellation Software, Reysas Logistics, and Shinoken. Disclaimer: Stig Brodersen is invested in Pabrai Funds.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro.
01:35 - How to stay objective when you get advice from someone you admire and like
04:56 - Why the Turkey stock market is attractive
10:05 - Mohnish Pabrai’s four steps to read annual reports
27:22 - What happened to Shinoken, one of Mohnish Pabrai’s previous holdings
40:56 - Mohnish Pabrai’s thoughts on Constellation Software and Mark Leonard
49:44 - Mohnish Pabrai’s thoughts on Alibaba
54:48 - How to live a truthful life
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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