Stock Compounder - Brad Kaellner
チャンネル登録者数 1.87万人
5653 回視聴 ・ 202いいね ・ 2021/03/20
Shinoken stock analysis for Mohnish Pabrai's $400m market cap real estate business in Japan // In this video I share an overview of what Shinoken does, peek inside the spawner DNA of the company, and provide a conservative sum of the parts (SoTP) valuation for Shinoken. I also address the recent controversy about Shinoken giving shares to its foundation and thereby diluting shareholders.
Big shout out to Mike Kruger for his MOI Best Ideas 2021 talk and VIC writeup, to Jeremy Raper for thorough analysis in multiple blog posts, to Mohnish Pabrai for introducing me to the company via TIKR Terminal, and my guy Retro Ranger for expanding the conversation in CoBF.
Here are the latest financial results from Shinoken that I used in my valuation: www.shinoken.co.jp/press_ens/get_img/184/file1_pat…
What do you think of Shinoken, either bullish or bearish?
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