I REALLY enjoyed @BillBrewsterSCG’s podcast with Jeremy Raper; there’s this bit near the end where Raper explains his foundational experiences as an investor in Japan:
(This will be a thread of podcast clips)
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Conversation
Raper explains the trick of watching equity ratios of these Japanese companies:
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“The equity market was the ATM through which the balance sheet was cleansed.”
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Bill then asks: “do you think this is going to go to the rest of the world?”
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Raper answers, maybe for Europe, but for the US, no.
(For context: I’m not an investor, I’m an operator who really enjoys listening to professionals talk shop).
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