Best Eiken Podcasts (2024)

1
MIGO Aug 2024 - Intro, Contributors and Detractors 3:04

1h ago3:04

3:04

MIGO’s NAV fell by 1.9% in August August started with a spectacular collapse in markets triggered by heightened recessionary fears on the back of weaker than expected jobs data in the US. A rise in Japanese interest rates resulted in the unwinding of the Yen carry trade. View the August 2024 factsheet here //About us: Asset Value Investors (“AVI”) …

1
AGT Aug 2024 - Entain (2/2) 3:53

7d ago3:53

3:53

Tune in to the August 2024 newsletter commentary by investment manager Joe Bauernfreund. AVI Global Trust (AGT)’s NAV declined -2.1% in August. Entain (+39bps), Reckitt (+23ps) and Dai Nippon Printing (+18bps) were the most significant contributors. We endured weakness in Japan. In total our Japanese small-cap holdings detracted -113bps and we focu…

1
AGT Aug 2024 - Japan (1/2) 2:41

4d ago2:41

2:41

Tune in to the August 2024 newsletter commentary by investment manager Joe Bauernfreund. AVI Global Trust (AGT)’s NAV declined -2.1% in August. Entain (+39bps), Reckitt (+23ps) and Dai Nippon Printing (+18bps) were the most significant contributors. We endured weakness in Japan. In total our Japanese small-cap holdings detracted -113bps and we focu…

1
AGT July 2024 - Intro, August & FEMSA 5:18

30d ago5:18

5:18

Tune in to the July 2024 newsletter commentary by investment manager Joe Bauernfreund. AVI Global Trust (AGT)’s NAV rose +1.0% in July. D'Ieteren (+36bps), IAC (+29bps) and Chrysalis (+28bps) were the most significant contributors. Christian Dior (-31bps) was the largest detractor during a month in which LVMH reported half year results, followed by…

1
AJOT July 2024 - Kurabo (3/3) 1:22

30d ago1:22

1:22

AJOT’s NAV increased by +6.7% (in GBP) and +1.4% (in JPY) over the month. The two largest contributors to performance were Jade Group (+20.8% share price), which evidenced encouraging progress of its recent acquisition of Magaseek, and Eiken Chemical (+9.2%), which rose steadily before a disappointing earnings announcement. Kurabo Industries (-8.3%…

1
AJOT July 2024 - JADE Group & Eiken Chemical (2/3) 3:45

30d ago3:45

3:45

AJOT’s NAV increased by +6.7% (in GBP) and +1.4% (in JPY) over the month. The two largest contributors to performance were Jade Group (+20.8% share price), which evidenced encouraging progress of its recent acquisition of Magaseek, and Eiken Chemical (+9.2%), which rose steadily before a disappointing earnings announcement. Kurabo Industries (-8.3%…

1
AJOT July 2024 - Intro (1/3) 3:35

30d ago3:35

3:35

View AJOT's July 2024 factsheet here Visit the fund page here AJOT’s NAV increased by +6.7% (in GBP) and +1.4% (in JPY) over the month. The two largest contributors to performance were Jade Group (+20.8% share price), which evidenced encouraging progress of its recent acquisition of Magaseek, and Eiken Chemical (+9.2%), which rose steadily before a…

1
MIGO July 2024 - RTW Biotech, Uranium Stocks, PRS Reit & August Update 3:38

1M ago3:38

3:38

MIGO's nav increased by 2.0% in July. July proved to be a quiet month with global markets static. Nevertheless, there was some progress in investment trust share prices as the sector started to get to grips with the problems of oversupply. Our winners included R T W Biotech, Duke Capital (corporate mortgagees), Amedeo A4 (aircraft leasing) and Tuft…

1
MIGO June 2024 - Intro, New Star Investment, Seraphim Space 3:10

2M ago3:10

3:10

MIGO’s Share Price decreased by 0.8% in June. All eyes continue to be on technology companies in the US. Nvidia overtook Microsoft to become the world’s largest company helping bolster US market returns. In the UK the market remained subdued, falling modestly. View the June 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been inv…

1
AJOT Q.2 2024 - Contributors & Detractors (3/3) 2:17

2M ago2:17

2:17

View AJOT's Q.2 2024 here Visit the fund page here AJOT’s NAV increased by +2.1% over the quarter and +8.6% in JPY. Tender offers for both Alps Logistics (+94%) and NC Holdings (+31%) drove performance, while TSI Holdings (+20%), currently the largest position in the portfolio, also performed strongly. Meanwhile, Jade Group (-41%) and Konishi (-17%…

1
AJOT Q.2 2024 - TSI Holdings & Portfolio Trading Activity (2/3) 4:10

2M ago4:10

4:10

View AJOT's Q.2 2024 here Visit the fund page here AJOT’s NAV increased by +2.1% over the quarter and +8.6% in JPY. Tender offers for both Alps Logistics (+94%) and NC Holdings (+31%) drove performance, while TSI Holdings (+20%), currently the largest position in the portfolio, also performed strongly. Meanwhile, Jade Group (-41%) and Konishi (-17%…

1
AJOT Q.2 2024 - Intro, NC Holdings & Alps Logistics (1/3) 5:24

2M ago5:24

5:24

View AJOT's Q.2 2024 here Visit the fund page here AJOT’s NAV increased by +2.1% over the quarter and +8.6% in JPY. Tender offers for both Alps Logistics (+94%) and NC Holdings (+31%) drove performance, while TSI Holdings (+20%), currently the largest position in the portfolio, also performed strongly. Meanwhile, Jade Group (-41%) and Konishi (-17%…

1
AGT June 2024 - Schibsted 2:11

2M ago2:11

2:11

Tune in to the June 2024 newsletter commentary by investment manager Joe Bauernfreund. AVI Global Trust (AGT)’s NAV declined -1.2% in June. Cordiant Digital Infrastructure was the most significant contributor, adding +38bps to NAV, followed by Oakley and Dai Nippon Printing which contributed +22bps and +21%, respectively. There was a relatively lon…

1
AGT June 2024 - Reckitt Benckiser (2/2) 1:06

2M ago1:06

1:06

Part two (final) of the June 2024 Factsheet. AVI Global Trust (AGT)’s NAV declined -1.2% in June. Cordiant Digital Infrastructure was the most significant contributor, adding +38bps to NAV, followed by Oakley and Dai Nippon Printing which contributed +22bps and +21%, respectively. There was a relatively long list of detractors. Bollore was the most…

1
AGT June 2024 - Reckitt Benckiser (1/2) 4:29

2M ago4:29

4:29

Tune in to the June 2024 newsletter commentary by investment manager Joe Bauernfreund. AVI Global Trust (AGT)’s NAV declined -1.2% in June. Cordiant Digital Infrastructure was the most significant contributor, adding +38bps to NAV, followed by Oakley and Dai Nippon Printing which contributed +22bps and +21%, respectively. There was a relatively lon…

1
AJOT May 2024 - Intro, Alps Logistics & Nihon Kohden (1/2) 4:17

3M ago4:17

4:17

View AJOT's May 2024 Factsheet here Visit the fund page here AJOT’s NAV increased by +1.1% during an active month for corporate activity. The two largest contributors to performance were Alps Logistics, (+76.6% share price) which was subject to a takeover bid from the KKR-owned Logisteed, and Nihon Kohden, (+11.5%) which released a transformative m…

1
AJOT May 2024 - NC Holdings & Takuma (2/2) 3:26

3M ago3:26

3:26

View AJOT's May 2024 Factsheet here Visit the fund page here AJOT’s NAV increased by +1.1% during an active month for corporate activity. The two largest contributors to performance were Alps Logistics, (+76.6% share price) which was subject to a takeover bid from the KKR-owned Logisteed, and Nihon Kohden, (+11.5%) which released a transformative m…

1
MIGO May 2024 - UK Smaller Companies & India Capital Growth 3:21

3M ago3:21

3:21

View the May 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. MIGO Opportunity Trust p.l.c is referred to as ‘MIGO’ throughout the channel. MIGO's investment ma…

1
AGT May 2024 - Intro, Entain & KKR 3:33

3M ago3:33

3:33

Tune in to the May 2024 newsletter commentary by investment manager Joe Bauernfreund. View the May 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Global T…

1
AGT Apr 2024 - Princess Private Equity 4:33

4M ago4:33

4:33

Princess Private Equity - Part two (Final) of the April 2024 Factsheet. View the March 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Global Trust p.l.c i…

1
AGT Apr 2024 - Hipgnosis Songs Fund 3:01

4M ago3:01

3:01

Hipgnosis Songs Fund - Part one of the April 2024 Factsheet. View the March 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Global Trust p.l.c is referred …

1
AJOT Apr 2024 - Intro, JADE Group, TSI Holdings 4:29

4M ago4:29

4:29

View AJOT's April 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’ throughout the channel. AJOT’s inv…

1
MIGO Apr 2024 - Macau, UK Markets & Interest Rates 3:37

4M ago3:37

3:37

View the April 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. MIGO Opportunity Trust p.l.c is referred to as ‘MIGO’ throughout the channel. MIGO's investment …

1
AGT Mar 2024 - D'Ieteren (2/2) 3:12

4M ago3:12

3:12

Part two (final) of the March 2024 Factsheet. View the March 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Global Trust p.l.c is referred to as ‘AGT’ thr…

1
MIGO Mar 2024 - India & Macau Property Opportunities (3/3) 1:05

5M ago1:05

1:05

The final part of the March 2024 Factsheet. View the March 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. MIGO Opportunity Trust p.l.c is referred to as ‘MIGO…

1
MIGO Mar 2024 - Schiehallion, Georgia Capital & Duke Capital (2/3) 1:42

5M ago1:42

1:42

Schiehallion, Georgia Capital & Duke Capital - Part 2 of the March 2024 Factsheet Listen to the growth stories of Schiehallion, Georgia Capital, and Duke Capital in our latest investment podcast episode. View the March 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on underv…

1
MIGO Mar 2024 - Introduction (1/3) 1:17

5M ago1:17

1:17

Investment trust navigates market challenges with modest returns amidst wider gains, highlighting sector-wide discounts and unresolved issues, offering an attractive entry point amid market inefficiencies.By Asset Value Investors

1
AJOT Mar 2024 - Con & Detr (4/4) 3:18

5M ago3:18

3:18

Contributors and Detractors - Part 4 (final) of the March 2024 Factsheet //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’…

1
AJOT Mar 2024 - Shin Etsu (3/4) 0:57

5M ago0:57

0:57

Shin Etsu - Part 3 of the March 2024 Factsheet //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’ throughout the channel. A…

1
AJOT Mar 2024 - Alps Alpine (2/4) 1:43

5M ago1:43

1:43

Alps Alpine - Part 2 of the March 2024 Factsheet //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’ throughout the channel.…

1
AGT Mar 2024 - News Corp (1/2) 2:55

5M ago2:55

2:55

Part one of the March 2024 Factsheet. View the March 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Global Trust p.l.c is referred to as ‘AGT’ throughout …

1
AJOT Mar 2024 - JADE Group (1/4) 3:32

5M ago3:32

3:32

Jade Group - Intro to the March 2024 Factsheet //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’ throughout the channel. A…

1
AGT Feb 2024 - Frasers (2/2) 2:27

6M ago2:27

2:27

The final part of the February 2024 Factsheet. View the Feb 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Global Trust p.l.c is referred to as ‘AGT’ thro…

1
MIGO Feb 2024 - Georgia Capital, Riverstone Energy 2:21

6M ago2:21

2:21

Migo's nav decreases and a measure of our strongest performers for that month. See the Feb 2024 factsheet here: MIGO Feb 2024 Newsletter //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental fac…

1
AJOT Feb 2024 - Alps Logistics (3/3) 1:20

6M ago1:20

1:20

Alps Logistics - Part 3 of the February 2024 Factsheet In this episode, we talk about the rise in transaction rumours... View the Feb 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to no…

1
AJOT Feb 2024 - Beenos (2/3) 1:18

6M ago1:18

1:18

BEENOS - Part 2 of the February 2024 Factsheet In this episode, we discuss the increase in share price following AVI's stake declaration View the Feb 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors ov…

1
AJOT Feb 2024 - Beenos & Alpine Logistics (1/3) 2:40

6M ago2:40

2:40

We discuss our interest in Beenos and Alpine Logistics' challenges in this episode. See the Feb 2024 factsheet here: AJOT Feb 2024 Newsletter //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamenta…

1
AGT Feb 2024 - Frasers (1/2) 3:11

6M ago3:11

3:11

Part one of the February 2024 Factsheet. View the Feb 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT…

1
AJOT Jan 2024 - Eiken Chemical, NC Holdings & TSE 5:06

7M ago5:06

5:06

In this episode, we delve into our stance on Eiken Chemical, the challenges confronting management at NC Holdings, and the dynamics within the Tokyo Stock Exchange (TSE). See the Jan 2024 factsheet here: https://www.assetvalueinvestors.com/content/uploads/2024/02/AJOT-JAN-2024.pdf //About us: Asset Value Investors (“AVI”) have been investing in Jap…

1
AGT Jan 2024 - Portfolio Activity 2:35

8M ago2:35

2:35

Portfolio Activity - January 2024 Factsheet View the Feb 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘A…

1
MIGO Jan 2024: Tufton Oceanic & Oakley Capital 3:04

9M ago3:04

3:04

Tufton Oceanic & Oakley Capital - January 2024 Factsheet //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors. MIGO Opportunity Trust p.l.c is referred to as ‘MIGO’ throughout the chann…