Want to learn how to not make $80m? It's simple. Have the opportunity to co-invest NZ$25k in Halter in 2016 at $750k pre-money valuation, and not seize it. Halter just raised money at a NZ$3.3bn valuation from Peter Thiel's Founders Fund, and Blackbird Ventures.

This is looking set to be a great event. Sign up to learn all about the investment opportunities in Japan. I am part of a panel discussion with participants from PE firm Potentia, Quantum Brilliance, and Medtech Actuator. Come along and say hi!

Japan is seeing strong nominal wage growth, and this year, before the oil shock, looked on track to actually experience real wage growth. That said, the data show a real tale of two economies. As Nicholas Smith's (of CLSA) analysis of the Shunto (union wage negotiations) data

This morning was for content creation. Watch this space for my filmed answers to the big 10 questions 😅 - What is the downside to following the crowd in the stock market? - How can you create your own upside in stocks? - What is the history of the Japan opportunity? - Why

The upside to Japan’s risk aversion – ample petroleum reserves The Yen has weakened against the US$ since the Iran war drove the oil price higher, but so too has the AU$. Japan imports most of its energy needs, so a roaring oil price hurts the terms of trade and can put

It was great to be part of a highly engaging panel at today’s event at the Museum of Contemporary Art Australia, highlighting the opportunities for investing in Japan. Thanks to the ambassador Kazuhiro SUZUKI, the Japanese embassy and the Australia Japan Business Co-operation

Shareholders are supreme under Japanese corporate law, but shareholders' economic interests are not. What is the distinction? Japan is (in)famous for its webs of cross-shareholdings. Suppliers, customers, financial institutions own shares in each other, and always support

A nice way to start a business trip at 530am!

In case you were wondering whether the everyone knows and gets the Japan story… apparently some value-investing fin twitters are only just learning about it!

I have been made aware of fake job advertisements using Senjin Capital’s name as the employer. We are not currently hiring, and when we are hiring you will see a post on this page about it. These ads are likely an attempt to gather data for use in spear-phishing attacks.

The CFA Society Japan - 日本CFA協会's annual conference on 27 May is shaking up to be a cracker, with some dedicated sessions on shareholder activism & engagement. Unfortunately, I cannot attend in person due to other commitments, but I am very much looking forward to

I opted out of the fast-fashion game. Most equities fund managers promise a "repeatable process" and "deep research." I know, because I managed ~$1bn for a publicly listed firm, running a global fund for seven years. But there is a truth few will admit: Over any 3–5 year