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#orbisinvestmentmanagement

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The Japan Times<p>A top-performing Japanese stock fund bought shares of Mitsubishi Estate over the past months on the view that inflation will lift revenue as the domestic real estate sector remains attractive. <a href="https://www.japantimes.co.jp/business/2025/04/22/companies/mitsubishi-estate-shares-buy/?utm_medium=Social&amp;utm_source=mastodon" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">japantimes.co.jp/business/2025</span><span class="invisible">/04/22/companies/mitsubishi-estate-shares-buy/?utm_medium=Social&amp;utm_source=mastodon</span></a> <a href="https://mastodon.social/tags/business" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>business</span></a> <a href="https://mastodon.social/tags/companies" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>companies</span></a> <a href="https://mastodon.social/tags/mitsubishiestate" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>mitsubishiestate</span></a> <a href="https://mastodon.social/tags/orbisinvestmentmanagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>orbisinvestmentmanagement</span></a> <a href="https://mastodon.social/tags/tariffs" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>tariffs</span></a> <a href="https://mastodon.social/tags/japaneseeconomy" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>japaneseeconomy</span></a> <a href="https://mastodon.social/tags/inflation" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>inflation</span></a></p>
The Japan Times<p>A fund manager who profited by buying Japanese trading companies years before Warren Buffett invested in them is now targeting a very domestic sector: drug store chains. <a href="https://www.japantimes.co.jp/business/2023/12/23/stocks-japan-drug-stores/?utm_content=bufferbc346&amp;utm_medium=social&amp;utm_source=mastodon&amp;utm_campaign=bffmstdn" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">japantimes.co.jp/business/2023</span><span class="invisible">/12/23/stocks-japan-drug-stores/?utm_content=bufferbc346&amp;utm_medium=social&amp;utm_source=mastodon&amp;utm_campaign=bffmstdn</span></a> <a href="https://mastodon.social/tags/business" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>business</span></a> <a href="https://mastodon.social/tags/stocks" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>stocks</span></a> <a href="https://mastodon.social/tags/warrenbuffett" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>warrenbuffett</span></a> <a href="https://mastodon.social/tags/tsukasatokikuni" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>tsukasatokikuni</span></a> <a href="https://mastodon.social/tags/oasismanagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>oasismanagement</span></a> <a href="https://mastodon.social/tags/orbisinvestmentmanagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>orbisinvestmentmanagement</span></a> <a href="https://mastodon.social/tags/tsuruhaholdings" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>tsuruhaholdings</span></a></p>
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