Juan Matienzo of Mercor Investment Group presented his investment theses on Car Mate Mfg Co Ltd (Japan: 7297), Daiken Co Ltd (Japan: 5900), and Playmates Toys Limited (HK: 0869) at Best Ideas 2023.


Car Mate and Daiken Co. are profitable Japanese manufacturers that trade for large discounts to their liquidation values.

Playmates Toys is a Hong Kong toy seller that trades for less than the value of its cash and securities minus all liabilities.

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About the instructor:

Juan F. Matienzo is the Managing Partner of Mercor Investment Group, where he is responsible for the portfolio. Juan follows deep value principles, and prefers companies that trade for less than liquidating value. He is also an amateur painter. He has a BBA and a Master of Clinical Psychology from UDLAP, and an MBA from the Harvard Business School.

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