Investing in founder driven businesses. Writing thoughts on Substack, sourceresult.substack.com/
Joined March 2024
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Japan's youngest Billionaire, Founder/CEO of Quants Research Institute Holdings $9552
Rare interview: Talks M&A reform, culture, employee stock options, new consulting biz. English translation below... 🧵
youtube.com/watch?v=XvdiRCwQ…
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Jun 13
Bill what was the book you mentioned at VALUExBRK thats the bible on investment companies? @BillAckman
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Jun 13
In 2013, $kspi founder, Mikheil Lomtadze, spoke to class of biz school students.
It's full of wisdom that 99.9% of folks have never heard before. Here are some of the highlights:
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Jun 13
If you're interested, read my full dive into Lomtadze and kaspi here: 🔗sourceresult.substack.com/
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Jun 10
Japanese SME M&A Advisors
🌊 Massive wave for 🇯🇵 M&A and Consolidation.
Domestic/Inbound M&A up 313% in 2025.
The "Big Four" firms dominate the space, all have been destroyed, 2 down 80% from '22 peaks.
High ROIC businesses, middle men act as toll bridge on M&A deal.
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May 21
$SNAP with open market sells across the C-suite while near rock bottom lows and just appointed a new, 13th board seat. How many idiots to screw in a 💡?
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BEWARE 🚨 Personal anectdata: Started asking around on ppls' savings. Everyone has been DCA'ing into indexes/consistent $NVDA buys for the past 3 years. Unknowingly, between the indexes and direct shares, ppl have a ballpark 15-20% of their savings in NVIDIA.
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