Jun 4 • 20M

The Fall of Rakuten: How Japan's E-commerce Titan Got to the Brink of Disaster

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Rei Saito
The ultimate podcast for deep insights on the Japanese economy and the most valuable Japanese stock- and real-estate investments.
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For those familiar with my work on Konichi-Value, you know my disapproval of Rakuten and its management, especially CEO Hiroshi Mikitani. I've previously criticized his blame-shifting and use of tactics like assigning pointless tasks to push employees to quit, but this time, I intend to dig deep into not only his shortcomings, but the shortcomings of Rakuten Group as a whole.

If you’re interested in the Rakuten stock, I've discussed the company's massive debt and risk of collapse in this article: