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Utako Kojima & Aya Weissman: Special Situation Investing In Japan

For this week’s episode is all about Japan and luckily we had Aya Weissman and Utako Kojima from Horizon Kinetics to help us understand why Japan might be an interesting place to look for businesses.

They explain why Japanese Corporate Culture is changing to a more shareholder friendly culture, what are the main differences between the older generation and younger generation in the workplace, what is the founder index and an interesting investing strategy that can only be done in Japan which is the Parent Child Subsidiary Opportunity.

  • [0:00] Intro
  • [2:00] Who is Aya Weissman?
  • [5:00] Who is Utako Kojima?
  • [6:30] Aya’s First Hedge Fund
  • [8:30] Horizon Kinetic’s Special Japan Opportunity.
  • [9:40] Why invest in Japan now?
  • [11:30] Finding Japanese Companies
  • [15:00] How to invest in Japan as a foreign investor?
  • [17:00] Red Flags found in Japanese Companies.
  • [20:00] One times Sales, Four times Cashflows, Double Digit ROE.
  • [23:00] How to invest in a low valuation environment?
  • [30:00] Japan’s Younger Corporate Culture
  • [33:00] The Founders Index
  • [46:00] Taking Risks becoming more Acceptable in Japan?
  • [51:00] Exciting Japanese Opportunities.
  • [55:00] Closing Questions

 

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Brandon Beylo

Senior Partner at MO, PM at Foundation Capital, lead value investor, ValueHive podcast host, and a tennis nut. https://www.x.com/marketplunger1

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Brandon Beylo

Value Investor

Brandon has been a professional investor focusing on value for over 13 years, spending his time in small to micro-cap companies, spin-offs, SPACs, and deep value liquidation situations. Over time, he’s developed a deeper understanding for what deep-value investing actually means, and refined his philosophy to include any business trading at a wild discount to what he thinks its worth in 3-5 years.

Brandon has a tenacious passion for investing, broad-based learning, and business. He previously worked for several leading investment firms before joining the team at Macro Ops. He lives by the famous Munger mantra of trying to get a little smarter each day.

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With Macro Ops focused primarily on institutional clients, AK moved to servicing new investors just starting their journey. He takes the professional research and education produced at Macro Ops and breaks it down for beginners. The goal is to help clients find the best solution for their investing needs through effective education.

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Founder and head macro trader at Macro Ops. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he worked as a contract intelligence professional for a number of US agencies (from the DIA to FBI) with a focus on counterintelligence and terrorist financing. He also spent time consulting for a tech company that specialized in building analytic software for finance and intelligence analysis.

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Macro Ops is a market research firm geared toward professional and experienced retail traders and investors. Macro Ops’ research has been featured in Forbes, Marketwatch, Business Insider, and Real Vision as well as a number of other leading publications.

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