Takeuchi and the Wolfpack 21!
Takeuchi is the current alpha of the wolfpack 21. Analysing the wolfpack 21 in terms of cash reserve, valuation and growth. Takeuchi is on top!
A Look at the wolfpack 21 cash reserve
In a recent memo from Howard Marks Impact of debt, the author reiterates that debt is a poison to the longevity of a business.
He quotes Morgan Housel latest memo stating that holding tons of cash and no debt is the common trait of shinise business, the ultra-durable Japanese businesses.
The article constitutes my personal views and is for entertainment purposes only. The main goal of this article is to log my personal views. Nothing in this article or these posts in this blog should constitute an investment advice. The projections and estimates provided here should be considered as purely speculative. Do your own model and projections. Please refer to the disclaimer at the end of this article for more details.
The wolfpack 21 is actually holding one of the shinise business namely Nintendo which was founded in 1889. A list of shinise business can be found here shinise list.
Why favoring cash rich company besides longevity?
In the last 30 years of in…