Yuka’s Weekend Whisper 3/8/25: Top 6 holdings of Varecs, a Japan-based activist investor
On March 7, 2024, it was announced that Varecs, a Japan-based activist investor, increased its ownership in Medikit (7749) by 1.47%, bringing their total stake to 14.17%. This development piqued my interest in understanding—and learning to emulate—what Varecs values in the companies they invest in. After all, imitation is the sincerest form of flattery. Below …
Yuka’s Weekend Whisper 3/8/25: Top 6 holdings of Varecs, a Japan-based activist investor Read More »