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Daikoku Capital

Searching for deeply undervalued securities across the globe. https://twitter.com/DaikokuCap

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Substack
PricingOnly free issuesPublishesWeekly
Issues37Founded5 years agoLast Issue2 years ago
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Latest Issues

Vistry Group PLC (LON: VTY) Call with Richard Cook at Clarion

We spoke to Richard Cook from Clarion Housing, the largest housing association. In addition, Clarion works with Vistry on affordable housing projects, and they currently have 40 JVs+ throughout the UK. During the call, we got more clarity o...

2 years ago
8
2

Medical Facilities Corp. ($DR.TO) Initial Screen

Before starting, I would like to thank everyone who has done existing work on MFC. Your research has been invaluable to me and has helped me understand the business to a greater extent.

I would consult whoever is reading this to go and rea...

2 years ago
10
1

2023 Recapped

This is something informal and more so for the sake of posterity.

Here is a list of companies I did deep dives on/worked on extensively during the year.

Thanks for reading Daikoku Capital! Subscribe for free to receive new posts and supp...

2 years ago
4

AIX Investment Group: One of the Most Brazen & Audacious Scams

Having spent the last couple of weeks diving into the company and the ‘products’ they offer, I have concluded that AIX is a fraud with the characteristics of a Ponzi scheme run by a bunch of crooks. They prey on people’s lack of understandi...

2 years ago
5
1

American Coastal Insurance Corp (NASDAQ: ACIC) Call with CFO Brad Martz

First of all, I would like to thank Brad for taking time out of his busy schedule right before the holiday season to talk to me. It was extremely insightful. While I have not spoken to many C-suite-level executives, Brad stands out as one o...

2 years ago
11
1

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