The safest and most potentially profitable thing is to buy something when no one likes it.
Howard Marks
Stock Analyses
Monday Delights
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Monday Delight: 10/08/2026
Five ideas this week: a Japanese performance-marketing agency paying you to wait through a guidance credibility crisis, a Yokohama systems integrator dressed as a bargain…
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Monday Delight: 03/08/2026
Five ideas this week: a Japanese LNG contractor emerging from a preferred-stock overhang, a municipal-IT toll collector after a forced nationwide rebuild, Japan’s #1 pachinko…
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Monday Delight: 27/07/2026
Random Walks down David’s Mind
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RW-07-26: Diranko Capital Letter to Account Holders Q2 2026
Welcome to Random Walks Down David’s Mind! June marked the completion of Q2 2026 for the managed account strategy I advise. You can find a…
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RW-06-26: To the Moon! (and Back?)
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RW-05-26: Global Value is Dead – Long Live Global Value
Watchlist Updates
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Watchlist Update: July 2026
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Watchlist Update: June 2026
Welcome to the June Edition of the Watchlist Update Series! This series provides monthly updates on key developments within the companies on our watchlist. This…
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Watchlist Update: May 2026
