8% Value Activist
8percentpa8percentpa.substack.com shares actionable activist investment ideas. We also discuss Japan, the current activist hotbed, free cashflow compounders, strategies and market views.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 125 | Founded | 4 years ago | Last Issue | 16 days ago |
| Active | |||||
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8percentpa.substack.comLatest Issues
AI's Mistake about SAAS, Infomart, Intage, S-1 (Korea): Activist Happenings #12
✳️ AI SaaSpocalypse came and we realized there are SAAS stocks and there’s SAAS stocks.
✳️ Adobe is up 6% today. Look at CrowdStrike’s share price doubling (over 6 months). What AI SaaSpocalypse?
✳️ Like some narratives we sometimes tric...
Activist Happenings #11: Thoughts on AI, Air Water, IMAX, McCormick, Rohto, Segro PLC and Zoom Communications
✳️ Welcome to our 11th issue on activist happenings around the world!
✳️ In this issue, we will discuss Air Water (Japan), McCormick & Company, Rohto Pharmaceutical, Segro PLC in UK and Zoom Communications, the ubiquitous communication pla...
Investment Idea #33 - Trend Micro, Activist Catalyzed Take Private Last Year. Can It Happen Now?
✳️ Trend Micro was caught in the SaaSpocalypse a few months back and our portfolio added a position with the simple short term thesis that it will bounce back.
✳️ It did! Although it is still slightly down YTD:
✳️ We also have a full the...
The Activists List
This post is updated in Jul 2026.
✳️ Welcome back to 8% Value Activist, where we track activist activities globally, starting with Japan.
👏 There are more than 1,000 activist campaigns globally, according to Bloomberg’s activist list on...
Japan's Record Share Buybacks; Bitesize Analysis on 7&I, Bridgestone, Honda, Sony
"I will take back a strong Japan... Japan is not, and will never be, a tier-two country." - Shinzo Abe
♥️ Japan is on track to hit a fifth consecutive year of record share buyback.
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Research platform provider focusing on shareholder activism
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