INTELLECTUM
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INTELLECTUM
FAITH SEEKING UNDERSTANDING
Jan 7
Assign oneself the right story
What is the company worth?
May 10, 2025
Visibility is not Profitability
Investment Thesis
Apr 23, 2025
VNETURE VIBES
The most productive way to deploy capital is not simply buying fixed assets.
Mar 9, 2025
Japanese Problems
### Japanese Problems
Mar 8, 2025
Latest
Top
Venture Capital in Public
The most productive way to deploy capital is not simply buying fixed assets.
Mar 7, 2025
How and what we hold
We add tradable stocks after conducting deep fundamental research.
Mar 7, 2025
What's going on in undervalued good businesses?
The Personal Way of Understanding
Mar 5, 2025
Advice from my mentor who I respect most.
The Presentation for LPs must demonstrate
Jan 27, 2025
READSCAPITAL
Statements
Jan 23, 2025
ZEN（禅）
Zen mind for investment
Dec 16, 2024
"It's like we found our tribe."
Of course, it all comes down to “compound and long.”
Dec 16, 2024
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INTELLECTUM
In this note, I’d like to pursue the liberty and Japanese capitalism from a personal perspective, while making every effort to keep open.
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