Juan Matienzo of Mercor Investment Group presented his investment theses on Playmates Toys (HK: 0869) and Charle (Japan: 9885) at Best Ideas 2025.
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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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