[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @JamieHalse Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵 Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵 posts on X about business, money, $4661t, investment the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::545559532/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +36% - X Year XXXXXXX -XX% ### Mentions: X [#](/creator/twitter::545559532/posts_active)  - X Month XX -XX% - X Months XXX +92% - X Year XXX +116% ### Followers: XXXXX [#](/creator/twitter::545559532/followers)  - X Week XXXXX +0.32% - X Month XXXXX +1.20% - X Months XXXXX +12% - X Year XXXXX +30% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::545559532/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [gaming](/list/gaming) [travel destinations](/list/travel-destinations) [countries](/list/countries) **Social topic influence** [business](/topic/business), [money](/topic/money), [$4661t](/topic/$4661t) #2, [investment](/topic/investment), [keyence](/topic/keyence), [the new](/topic/the-new), [$6861t](/topic/$6861t), [$6954t](/topic/$6954t), [$6506t](/topic/$6506t), [$6383t](/topic/$6383t) **Top accounts mentioned or mentioned by** [@altaycapital](/creator/undefined) [@thelonghappy](/creator/undefined) [@investinjapan](/creator/undefined) [@teddyokuyama](/creator/undefined) [@travislundyasia](/creator/undefined) [@willschoebs](/creator/undefined) [@bauhiniacapital](/creator/undefined) [@shravanrayhaan](/creator/undefined) [@mikefritzell](/creator/undefined) [@kkrco](/creator/undefined) [@japandeepvalue1](/creator/undefined) [@valueinvestjpn](/creator/undefined) [@mmjukic](/creator/undefined) [@ngreig2](/creator/undefined) [@dabao](/creator/undefined) [@michaelgielkens](/creator/undefined) [@martinjpjp](/creator/undefined) [@adhdoptions](/creator/undefined) [@artvandellay](/creator/undefined) [@grok](/creator/undefined) ### Top Social Posts Top posts by engagements in the last XX hours "Automation is a key part of the solution to Japan's labour shortage. There are a number of Japanese companies that benefit from this ongoing theme. For example: Keyence Fanuc Yaskawa Electric Daifuku. "A standard Daikin assembly line capable of producing 500000 air conditioners a year currently employs more than XXX people. The new Ibaraki line is to be operated by around XX people."" [X Link](https://x.com/JamieHalse/status/1752146768748511457) 2024-01-30T01:48Z 4718 followers, 7341 engagements "Nintendo is a household name but did you know that the founding family of Nintendo the Yamauchi family have found success as shareholder activists Taisei Corporation has just agreed to acquire Toyo Construction of which the Yamauchi family own XX% for approximately XXX billion in what is shaping up to be the largest acquisition of a public construction company in Japan's history. This deal is the culmination of a dramatic saga of a board that failed to consider shareholder interests dramatic shareholder activism and now a major privatisation. In 2022 Toyo agreed a take private deal with its" [X Link](https://x.com/JamieHalse/status/1954791479710540279) 2025-08-11T06:26Z 4719 followers, 6923 engagements "Two very interesting slides from Hiromi Yamajis presentation at the DAIWA SECURITIES Co Ltd Sydney conference. The first shows the massive outperformance of companies that released cost of capital conscious management plans in response to the Tokyo Stock Exchanges request that were submitted to the TSE by investors as examples of good case studies. We can also see in the chart that the stocks of companies who have not disclosed have massively underperformed. Could the market send a clearer signal to Japan Inc The second chart shows the major impact of the governance reform push with nearly" [X Link](https://x.com/JamieHalse/status/1966329070079430895) 2025-09-12T02:32Z 4719 followers, 2090 engagements "I have a soft spot for this one. This is one of my favourite stocks ever. I did a global coatings deep dive when I was researching Nippon Paint like XX years ago and this was one of the smaller COs I spoke to. Owned it PA and did well. Great business in auto refinish which is a great business in every market for a bunch of reasons if declining in Japan due to aging population. Family owns 50%+ so the value will never be realised unless they want it to be. Its like 2x negative EV makes 40%+ on operating capital. If PE did an LBO at the current price they could 10x+ their money" [X Link](https://x.com/JamieHalse/status/1996588657940349298) 2025-12-04T14:33Z 4719 followers, 1356 engagements "@TheLongHappy Horiba is interesting. One business that loses money other businesses that are good. I wish oasis luck" [X Link](https://x.com/JamieHalse/status/1996923019454042162) 2025-12-05T12:42Z 4719 followers, XXX engagements "Great charts from Nomura outlining the tailwinds buoying Japanese equities. TL;DR - growing share buybacks and tender offers (takeovers) are major drivers of buying volume" [X Link](https://x.com/JamieHalse/status/1998353243437703617) 2025-12-09T11:25Z 4719 followers, 1522 engagements "@JasonReid_ @Basteph_ The sky liner pricing is much higher than standard trains so they make money on that part. The oriental land stake was worth more than the market cap - not sure where it is now" [X Link](https://x.com/JamieHalse/status/1999016862047494335) 2025-12-11T07:22Z 4718 followers, XX engagements "@Basteph_ This one never made sense for me as a stand-alone investment. Mostly because Oriental Land was so ridiculously overvalued. Its pulled back a lot now which is why keisei has been so weak. It made sense as a pair trade - long Keisei / short oriental land" [X Link](https://x.com/JamieHalse/status/1999017355364753783) 2025-12-11T07:24Z 4718 followers, XXX engagements "If Warren Buffett were starting out now his ultimate net worth would be a fraction of what it is today. This would be true even if he had the exact same set of investment opportunities (he wouldnt). Why Simple - regulation. First the Buffett Partnership would have incurred an exponentially larger portion of Buffetts starting capital to set up than it did. This would reduce his later net worth by a commensurate percentage. Startup fund managers face large and ongoing legal fees accountant / auditor fees AML/KYC and compliance costs custodian and trustee fees and licensing costs. A chunk of his" [X Link](https://x.com/JamieHalse/status/1999048604351386102) 2025-12-11T09:28Z 4719 followers, 1023 engagements
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@JamieHalse Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵
Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵 posts on X about business, money, $4661t, investment the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +36%
- X Year XXXXXXX -XX%
Mentions: X #
- X Month XX -XX%
- X Months XXX +92%
- X Year XXX +116%
Followers: XXXXX #
- X Week XXXXX +0.32%
- X Month XXXXX +1.20%
- X Months XXXXX +12%
- X Year XXXXX +30%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance technology brands gaming travel destinations countries
Social topic influence business, money, $4661t #2, investment, keyence, the new, $6861t, $6954t, $6506t, $6383t
Top accounts mentioned or mentioned by @altaycapital @thelonghappy @investinjapan @teddyokuyama @travislundyasia @willschoebs @bauhiniacapital @shravanrayhaan @mikefritzell @kkrco @japandeepvalue1 @valueinvestjpn @mmjukic @ngreig2 @dabao @michaelgielkens @martinjpjp @adhdoptions @artvandellay @grok
Top Social Posts
Top posts by engagements in the last XX hours
"Automation is a key part of the solution to Japan's labour shortage. There are a number of Japanese companies that benefit from this ongoing theme. For example: Keyence Fanuc Yaskawa Electric Daifuku. "A standard Daikin assembly line capable of producing 500000 air conditioners a year currently employs more than XXX people. The new Ibaraki line is to be operated by around XX people.""
X Link 2024-01-30T01:48Z 4718 followers, 7341 engagements
"Nintendo is a household name but did you know that the founding family of Nintendo the Yamauchi family have found success as shareholder activists Taisei Corporation has just agreed to acquire Toyo Construction of which the Yamauchi family own XX% for approximately XXX billion in what is shaping up to be the largest acquisition of a public construction company in Japan's history. This deal is the culmination of a dramatic saga of a board that failed to consider shareholder interests dramatic shareholder activism and now a major privatisation. In 2022 Toyo agreed a take private deal with its"
X Link 2025-08-11T06:26Z 4719 followers, 6923 engagements
"Two very interesting slides from Hiromi Yamajis presentation at the DAIWA SECURITIES Co Ltd Sydney conference. The first shows the massive outperformance of companies that released cost of capital conscious management plans in response to the Tokyo Stock Exchanges request that were submitted to the TSE by investors as examples of good case studies. We can also see in the chart that the stocks of companies who have not disclosed have massively underperformed. Could the market send a clearer signal to Japan Inc The second chart shows the major impact of the governance reform push with nearly"
X Link 2025-09-12T02:32Z 4719 followers, 2090 engagements
"I have a soft spot for this one. This is one of my favourite stocks ever. I did a global coatings deep dive when I was researching Nippon Paint like XX years ago and this was one of the smaller COs I spoke to. Owned it PA and did well. Great business in auto refinish which is a great business in every market for a bunch of reasons if declining in Japan due to aging population. Family owns 50%+ so the value will never be realised unless they want it to be. Its like 2x negative EV makes 40%+ on operating capital. If PE did an LBO at the current price they could 10x+ their money"
X Link 2025-12-04T14:33Z 4719 followers, 1356 engagements
"@TheLongHappy Horiba is interesting. One business that loses money other businesses that are good. I wish oasis luck"
X Link 2025-12-05T12:42Z 4719 followers, XXX engagements
"Great charts from Nomura outlining the tailwinds buoying Japanese equities. TL;DR - growing share buybacks and tender offers (takeovers) are major drivers of buying volume"
X Link 2025-12-09T11:25Z 4719 followers, 1522 engagements
"@JasonReid_ @Basteph_ The sky liner pricing is much higher than standard trains so they make money on that part. The oriental land stake was worth more than the market cap - not sure where it is now"
X Link 2025-12-11T07:22Z 4718 followers, XX engagements
"@Basteph_ This one never made sense for me as a stand-alone investment. Mostly because Oriental Land was so ridiculously overvalued. Its pulled back a lot now which is why keisei has been so weak. It made sense as a pair trade - long Keisei / short oriental land"
X Link 2025-12-11T07:24Z 4718 followers, XXX engagements
"If Warren Buffett were starting out now his ultimate net worth would be a fraction of what it is today. This would be true even if he had the exact same set of investment opportunities (he wouldnt). Why Simple - regulation. First the Buffett Partnership would have incurred an exponentially larger portion of Buffetts starting capital to set up than it did. This would reduce his later net worth by a commensurate percentage. Startup fund managers face large and ongoing legal fees accountant / auditor fees AML/KYC and compliance costs custodian and trustee fees and licensing costs. A chunk of his"
X Link 2025-12-11T09:28Z 4719 followers, 1023 engagements