Thanks for the mention, Pete. I am glad you liked the two pieces although it's different from your own approach. Looking forward to engaging more in the future.
Hikari Tsushin is really intriguing. How’d you find it and where does the conviction come from? Japanese office services company since 1988 is a really cool find!
Hi! I’ve known about it for a while - to be honest I think I first came across it on X. I’d been meaning to do more work on it for ages and then I came across a good summary written by one of the best Substackers I’ve found (see below). I have a tracker portfolio for just this kind of thing - interesting ideas that I want to learn about over time rather than deep dive on.
Thanks for the mention, Pete. I am glad you liked the two pieces although it's different from your own approach. Looking forward to engaging more in the future.
Pleasure! I’ll write responses next month. I think the differences will be interesting.
Hikari Tsushin is really intriguing. How’d you find it and where does the conviction come from? Japanese office services company since 1988 is a really cool find!
Hi! I’ve known about it for a while - to be honest I think I first came across it on X. I’d been meaning to do more work on it for ages and then I came across a good summary written by one of the best Substackers I’ve found (see below). I have a tracker portfolio for just this kind of thing - interesting ideas that I want to learn about over time rather than deep dive on.
https://tangiblebruce.substack.com/p/japans-berkshire-hathaway-on-sale?r=j8x31&utm_medium=ios
Love it - I'll look into that Substack.