LunarCrush LLM | creator/twitter::1644864568009846786/posts

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[@TeddyOkuyama](/creator/twitter/TeddyOkuyama)
"Sanken Electric ($6707.JP) a producer of power modules used in cars and home appliances worth about US$2.2bn mcap (2.5x P/B 5.9x EV/EBITDA XXX% divy) owns a XXXXX% stake in US-based designer of sensor ICs Allegro Microsystems (NASDAQ: $ALGM) worth US$8.2bn mcap meaning that its stake is almost 2x its own mcap. Catalysts Various activists are already working on unlocking this value. Singapore's Effissimo Capital first got involved in 2018 w/ a X% stake and now it's the largest shareholder at 19.16%. That's not it. There's also Parsifal w/ X% Wellington w/ X% and Pacific Capital w/ 4%. Hoards"  
[X Link](https://x.com/TeddyOkuyama/status/1688155594186952705) [@TeddyOkuyama](/creator/x/TeddyOkuyama) 2023-08-06T11:50Z 8555 followers, 49.1K engagements


"Mochi just bought a second-hand Herman Miller chair for $XXX. As Mochi is poor and doesn't have money right now (partly because his cash goes into stocks) reuse items are very attractive. Relevant tickers: Mercari $4385.T Treasure Factory $3093.T Komehyo $2780.T. In particular Mochi likes Treasure Factory as he believes cash-strained people like himself will continue to favor second-hand items and Trefac stores offer anything from home appliances to apparel"  
[X Link](https://x.com/TeddyOkuyama/status/1829278567047614712) [@TeddyOkuyama](/creator/x/TeddyOkuyama) 2024-08-29T22:02Z 8554 followers, 1846 engagements


"Japan's medical device and supply sector might be filled with gems. There aren't globla megacaps like $JNJ $MDT or $SIE but we have large-caps that dominate niches like Olympus $7733.T ($22bn MC 26.9x fwd PE 4.0x PB) with top market share in gastrointesitnal endoscopes Terumo $4543.T ($29bn MC 32x fwd PE 2.9x PB) the global leader in cardiac cateters and Sysmex $6869.T ($12bn MC 31.1x fwd PE 4.0x PB) a leading provider of clinical testing equipment. These aren't necessarily 'dirt cheap' but they have high operating leverage and strong moats. If the Japan market warms to corporate control this"  
[X Link](https://x.com/TeddyOkuyama/status/1827275814045704242) [@TeddyOkuyama](/creator/x/TeddyOkuyama) 2024-08-24T09:24Z 8555 followers, 11.8K engagements

[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.]

@TeddyOkuyama "Sanken Electric ($6707.JP) a producer of power modules used in cars and home appliances worth about US$2.2bn mcap (2.5x P/B 5.9x EV/EBITDA XXX% divy) owns a XXXXX% stake in US-based designer of sensor ICs Allegro Microsystems (NASDAQ: $ALGM) worth US$8.2bn mcap meaning that its stake is almost 2x its own mcap. Catalysts Various activists are already working on unlocking this value. Singapore's Effissimo Capital first got involved in 2018 w/ a X% stake and now it's the largest shareholder at 19.16%. That's not it. There's also Parsifal w/ X% Wellington w/ X% and Pacific Capital w/ 4%. Hoards"
X Link @TeddyOkuyama 2023-08-06T11:50Z 8555 followers, 49.1K engagements

"Mochi just bought a second-hand Herman Miller chair for $XXX. As Mochi is poor and doesn't have money right now (partly because his cash goes into stocks) reuse items are very attractive. Relevant tickers: Mercari $4385.T Treasure Factory $3093.T Komehyo $2780.T. In particular Mochi likes Treasure Factory as he believes cash-strained people like himself will continue to favor second-hand items and Trefac stores offer anything from home appliances to apparel"
X Link @TeddyOkuyama 2024-08-29T22:02Z 8554 followers, 1846 engagements

"Japan's medical device and supply sector might be filled with gems. There aren't globla megacaps like $JNJ $MDT or $SIE but we have large-caps that dominate niches like Olympus $7733.T ($22bn MC 26.9x fwd PE 4.0x PB) with top market share in gastrointesitnal endoscopes Terumo $4543.T ($29bn MC 32x fwd PE 2.9x PB) the global leader in cardiac cateters and Sysmex $6869.T ($12bn MC 31.1x fwd PE 4.0x PB) a leading provider of clinical testing equipment. These aren't necessarily 'dirt cheap' but they have high operating leverage and strong moats. If the Japan market warms to corporate control this"
X Link @TeddyOkuyama 2024-08-24T09:24Z 8555 followers, 11.8K engagements