Steven Towns presented his in-depth investment thesis on Nintendo (7974) at Japan Investing Summit 2012.
About the instructor:
Steven Towns is a co-founder of Nippon Value Capital, an activist hedge fund startup seeking to enhance Japanese equity valuations through a combination of improved asset efficiency, excess capital allocation, and corporate action. Towns is also the author of Investing in Japan: There is no stock market as undervalued and misunderstood. Published in March 2012, the author believes the book will prove timely in light of historically-low equity valuations and timeless for its comprehensive explanation of the market’s structure and various idiosyncrasies.
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