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Japanese stock market

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 8, 2021 by David Baran · across every show →

Everything said about Japanese stock market, oldest first

Feb 8, 2021 negative
Insight
Baran: Post-bubble Japanese stock market was ineffective at discovering fundamental value
“The stock market was not the arbiter of price. Trust banks trading or insurance companies trading around had nothing to do with what's this company worth.”
David Baran Feb 8, 2021 ▶ 9:54 David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)
Feb 8, 2021
Assertion Supported
Baran: Hundreds of Japanese companies traded at a discount to cash
“I spent quite a number of years actually trying to understand both how and why the stock market was discounting so many of these companies, and there were literally hundreds of them”
David Baran Feb 8, 2021 ▶ 15:19 David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)
Sep 22, 2025 neutral
Assertion Contradicted
Wagner: Over 90% of the Japanese stock market is passively managed
“I'd never been able to exactly quantify this number. I think over 90% of the market is passively managed. There's very, very few fundamental bottoms up investors in Japan.”
Herb Wagner Sep 22, 2025 ▶ 43:22 Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
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