Where Is He Now? Takashi Kotegawa (BNF) скачать в хорошем качестве

Where Is He Now? Takashi Kotegawa (BNF)

Takashi Kotegawa, a.k.a. BNF, hasn’t made any new media appearances since late 2008, but this doesn’t mean he has retired and left the world of investing. Quite the contrary: between 2014 and 2021, his name appears as a shareholder of note in the regulatory filings of 19 publicly-traded companies. These documents reveal his wealth has grown so massive he sometimes ends up owning a non-trivial portion of the companies he invests in, sometimes acquiring up to a 5% stake. In this video, I give some examples of such instances, and try to speculate as to the rationale and mostly likely outcome of such trades. More specifically, I home in on BNF’s 3.12% ownership stake in ImageOne in 2014, and on his long-term investments in Ichikura, Faltec, and Orient Corporation. Lastly, over the years, Takashi Kotegawa has become a bit of a real estate mogul, successfully flipping the Chomp Chomp Akihabara building, and more recently purchasing another piece of commercial real estate in Sapporo. The timing of this purchase was rather unfortunate, though, as construction was completed in early 2020, meaning this particular investment has had a rough start. In fact, when I paid a visit in May 2022, this nine-story building only had two tenants, so it would appear the first three years were probably a write-off. Still, his real estate dealings probably represent a minuscule part of his overall portfolio, and BNF’s prowess and intuition in the stock market more than make up for any luck-based setbacks he might experience from time to time.