Securities Portfolio

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Securities Portfolio, every show

CAPITAL ALLOCATORS Assertion Supported
Baran: Historical Japanese accounting did not require marking securities to market
“For example, you didn't have to mark to market your securities portfolio. So these companies had massive amounts of stock that had gone up five times from when they bought it 50 years ago. It was on their book at acquisition costs.”
David Baran Feb 8, 2021 ▶ 26:48 David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)

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