Nagao

3 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Feb 8, 2021 by David Baran · said 18 times in 1 episodes since 2021 · across every show →

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brought up most by David Baran (18)

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2021 18 mentions in 1 episode

David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176) Feb 8, 2021 · 18 mentions · from 49:36
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Everything said about Nagao, oldest first

Feb 8, 2021 positive

Assertion Not checkable as stated

Baran: Nagao generated a 24% return on leasing temporary shelters

“And so effectively, it's a leasing business. They make these things, they lease them. And the return on the lease was 24%.”

David Baran Feb 8, 2021 ▶ 51:30 David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)

Feb 8, 2021 bullish

Assertion Not checkable as stated

Baran: Nagao's inventory resale value was 8x its market cap

“The interesting thing about this company was when we found it, they were trading at a discount to the value of the units that they owned. If the company at the time said we're going to sell all the units, And take the cash and dividend it out. It would have be…”

David Baran Feb 8, 2021 ▶ 50:09 David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)

Feb 8, 2021 bullish

Disclosure

Baran: Symphony has held Nagao for roughly a decade, returning 10x

“We've owned this company for probably close to 10 years now, and it's up 10 times.”

David Baran Feb 8, 2021 ▶ 54:11 David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)

Nagao

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Everything said about Nagao, oldest first

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