Today we take a look at one of the investment thesis dating back to Q2 2017 that we covered in the Hidden Value Stocks quarterly. HVS is our way of assessing less analyzed and often under-the-radar stocks that draw the attention of skilled investors.
In Q2 2017 Nick Schmitz and Dan Rasmussen from Verdad Capital Management presented the thesis for Yamaya (TYO: 9994) in conversation for HVS. Besides the thesis, they explained the firm's investment process, their focus on small-cap Japanese companies, and private equity. In the end, we did a recap of the investment and...
