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ConceptExplored in depth · 4/5

Constructive activism works in Japan

The guest argued that a respectful, behind-the-scenes activist approach is effective and exportable to Japan, in contrast to overt proxy battles, due to cultural and governance norms.

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The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

The story so far
OPEN · 29 MENTIONS · 25 EPISODES · 17 SHOWS
4 JUL 2025 — 8 AUG 2026 · 1W AGO
21 SUPPORT · 2 REPEAT · 6 MENTIONED
  1. 4 JUL 2025 · FIRST HEARD
    THE MEB FABER SHOW · 3 MENTIONS
  2. 14 EPISODES BETWEEN · 16 MENTIONS
    1. 4 AUG 2025
      THE MEB FABER SHOW
    2. 19 SEP 2025
      GOLDMAN SACHS EXCHANGES: THE MARKETS
    3. 25 SEP 2025
      THE BUSINESS BREW
    4. 30 OCT 2025
      THE RATIONAL REMINDER PODCAST
    5. 27 NOV 2025
      THE ACQUIRERS PODCAST
    6. 22 DEC 2025
      CAPITAL ALLOCATORS
    7. 2 JAN 2026
      BARRON'S STREETWISE
    8. 21 JAN 2026
      YET ANOTHER VALUE PODCAST
    9. 30 JAN 2026
      PLANET MICROCAP PODCAST
    10. 9 FEB 2026
      THE MEB FABER SHOW · 2 MENTIONS
    11. 10 FEB 2026
      GOLDMAN SACHS EXCHANGES: THE MARKETS
    12. 18 FEB 2026
      THE COMPOUND AND FRIENDS
    13. 18 FEB 2026
      ANIMAL SPIRITS
    14. 19 FEB 2026
      THE ALPHA EXCHANGE · 2 MENTIONS
  3. 12 MAR 2026
    THE ACQUIRERS PODCAST
    • Constructive activism works in Japan · THIS IDEA
  4. 3 EPISODES BETWEEN · 3 MENTIONS
    1. 20 MAR 2026
      PLANET MICROCAP PODCAST
    2. 30 MAR 2026
      BANKLESS
    3. 10 APR 2026
      THE COMPOUND AND FRIENDS
  5. 22 APR 2026
    GOLDMAN SACHS EXCHANGES
  6. 23 JUL 2026 · 4W AGO
    WEALTHION - BE FINANCIALLY RESILIENT
  7. 25 JUL 2026 · 3W AGO
    PLANET MICROCAP PODCAST
  8. 29 JUL 2026 · 3W AGO
    ANIMAL SPIRITS
  9. 6 AUG 2026 · 2W AGO
    EURODOLLAR UNIVERSITY
  10. 8 AUG 2026 · 1W AGO
    EXCESS RETURNS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE