LunarCrush LLM | creator/twitter::720846033735929856/posts

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[@travislundyasia](/creator/twitter/travislundyasia)
"@JamieHalse They have XX% of Ricoh (7752) XX% of Sanken Electric (6707). They've had 20-30% of Nissan Shatai for over a decade (7222). They have XX% or so of Fudo Tetra. Not "control" but big enough to basically be negative control. They have 10-20% of another dozen companies like"  
[X Link](https://x.com/travislundyasia/status/1970707603664839058) [@travislundyasia](/creator/x/travislundyasia) 2025-09-24T04:31Z 6070 followers, XXX engagements


"Company with the coolest niche product/tech which consistently disappoints earnings-wise My vote Maybe Harmonic Drive Systems $6324.JP Once again. disappointment"  
[X Link](https://x.com/travislundyasia/status/1787815122326753360) [@travislundyasia](/creator/x/travislundyasia) 2024-05-07T12:01Z 6071 followers, 1280 engagements


"@BerkelKip @InvestInJapan He was originally a bubblicious "investor" investing in internet memes in the late 90s. Then the lawsuits began. Then he bought out control of Crayfish (which later became e-machitown) and eventually ended up investing in cash-flow rich small businesses. That long predated"  
[X Link](https://x.com/travislundyasia/status/1967929908455526782) [@travislundyasia](/creator/x/travislundyasia) 2025-09-16T12:33Z 6071 followers, XXX engagements


"@BerkelKip @InvestInJapan the more modern incarnation of Hikari Tsushin as publicly listed company investing in a portfolio of value stocks"  
[X Link](https://x.com/travislundyasia/status/1967930018476200032) [@travislundyasia](/creator/x/travislundyasia) 2025-09-16T12:34Z 6071 followers, XXX engagements


"In April 2022 Hitachi sold Hitachi Transport System to a KKR buyout. Minorities got a great price. Hitachi a good price. Hitachi reinvested 10bn to get XX% implying KKR invested 90bn as the equity check on this and XX% was worth 20bn. Today KKR is selling XX% for 142.3bn"  
[X Link](https://x.com/travislundyasia/status/1975095710082351597) [@travislundyasia](/creator/x/travislundyasia) 2025-10-06T07:08Z 6071 followers, 1396 engagements


"A few weeks ago I wrote that the KKR (13% of shares out and XX% of Max Real World Float) lock-up expiry on Kokusai Electric was approaching. The stock had gone up. After I wrote shares jumped sharply outperforming everything in the sector except Advantest"  
[X Link](https://x.com/travislundyasia/status/1975855279775600677) [@travislundyasia](/creator/x/travislundyasia) 2025-10-08T09:26Z 6071 followers, 1059 engagements


"Today AMAT shows up offering 10.7mm shares in an ABO to price tonight (pre-open Tokyo time tmrw). Expected discount is 4.5-6.5%. My comments below. Disclosure: not affiliated. No effort to sell or solicit"  
[X Link](https://x.com/travislundyasia/status/1975855281977565388) [@travislundyasia](/creator/x/travislundyasia) 2025-10-08T09:26Z 6071 followers, XXX 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.]

@travislundyasia "@JamieHalse They have XX% of Ricoh (7752) XX% of Sanken Electric (6707). They've had 20-30% of Nissan Shatai for over a decade (7222). They have XX% or so of Fudo Tetra. Not "control" but big enough to basically be negative control. They have 10-20% of another dozen companies like"
X Link @travislundyasia 2025-09-24T04:31Z 6070 followers, XXX engagements

"Company with the coolest niche product/tech which consistently disappoints earnings-wise My vote Maybe Harmonic Drive Systems $6324.JP Once again. disappointment"
X Link @travislundyasia 2024-05-07T12:01Z 6071 followers, 1280 engagements

"@BerkelKip @InvestInJapan He was originally a bubblicious "investor" investing in internet memes in the late 90s. Then the lawsuits began. Then he bought out control of Crayfish (which later became e-machitown) and eventually ended up investing in cash-flow rich small businesses. That long predated"
X Link @travislundyasia 2025-09-16T12:33Z 6071 followers, XXX engagements

"@BerkelKip @InvestInJapan the more modern incarnation of Hikari Tsushin as publicly listed company investing in a portfolio of value stocks"
X Link @travislundyasia 2025-09-16T12:34Z 6071 followers, XXX engagements

"In April 2022 Hitachi sold Hitachi Transport System to a KKR buyout. Minorities got a great price. Hitachi a good price. Hitachi reinvested 10bn to get XX% implying KKR invested 90bn as the equity check on this and XX% was worth 20bn. Today KKR is selling XX% for 142.3bn"
X Link @travislundyasia 2025-10-06T07:08Z 6071 followers, 1396 engagements

"A few weeks ago I wrote that the KKR (13% of shares out and XX% of Max Real World Float) lock-up expiry on Kokusai Electric was approaching. The stock had gone up. After I wrote shares jumped sharply outperforming everything in the sector except Advantest"
X Link @travislundyasia 2025-10-08T09:26Z 6071 followers, 1059 engagements

"Today AMAT shows up offering 10.7mm shares in an ABO to price tonight (pre-open Tokyo time tmrw). Expected discount is 4.5-6.5%. My comments below. Disclosure: not affiliated. No effort to sell or solicit"
X Link @travislundyasia 2025-10-08T09:26Z 6071 followers, XXX engagements