4 Comments

Oh btw, I prefer to invest in spinoffs that are not distributed via IPO but rather distributed to parent shareholders!

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Hey. I like special situation investing as I think that the market (being almost all passive investment focused as we saw this trend in the past decade) needs a catalyst to realise value where value is missed, that’s why many undervalued stocks remain as so for so many years.

I read a book that I suggest you called “You can be a stock market genius” (i know the name sounds for dummies, but it really isn’t) by Joel Greenblatt (king of special situation investing, made like 50% return for 10/20 years with his hedge fund).

Thank for the info and perhaps will see you in Tokyo!

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Hajimemashite!

Hi, i'm a student living in Milan (from September in Tokyo for a semester).

I'm slowly building a value portfolio, focused mainly on special situations such as spinoffs.

I wanted to get some exposure on the japanese market. Is it too late? Are there any spinoffs incoming this year?

Thank you very much!

I think that after the last pump a lot of previously undervalued stocks are now out of reach, let me know your thoughts!

Douzo Yoroshiku.

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