Fair Trade

04/30/2017

Jiro Yasu of Tokyo-based VARECS Partners describes why capital allocation at Japanese companies is often abysmal, the extent to which that’s changing, key lessons learned from First Eagle Investment’s Jean-Marie Eveillard, why he has the perfect name for a value investor, and what he thinks the market is missing in Medikit, EM Systems and CRE Inc.

If you are a subscriber, log in to access the issue and bonus archive: