Venture: Follow-up Note to Issue 55

ByteTree

Jan 09, 2025

∙ Paid

This is a follow-up note to yesterday's Venture issue. If you haven’t yet read it, you can access it here.

Venture: Japan Auto

ByteTree

Jan 8

Japan offers four attractive things to investors: high-quality companies, low valuations, an undervalued currency, and momentum. Activists add a fifth ingredient and are pushing corporate Japan to a tipping point where shareholder value will receive more attention. Awareness of this trend has been growing in recent years, and the recent merger talks between Honda and Nissan have jolted investors into looking at the auto sector too.

Read full story

Keep reading with a 7-day free trial

Subscribe to ByteTree Research to keep reading this post and get 7 days of free access to the full post archives.