Archive - Daikoku Capital

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

Is there a moat?

Mar 18, 2024 •

Daikoku Capital

and

January 2024

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

High-quality, specialty surgery hospital operator trading at 7.5x FCF with significant upside optionality

Jan 17, 2024 •

Daikoku Capital

Chinese Ecommerce Player Trading at ~2.5x FCF

Published on Arcata Capital's Substack • Jan 14, 2024

December 2023

Looking back at the year

Dec 31, 2023 •

Daikoku Capital

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

Gaining further conviction in management and understanding the long-term vision

Dec 22, 2023 •

Daikoku Capital

ACIC Original Write-Up

Reference Material

Dec 14, 2023 •

Daikoku Capital

$ACIC Double Down

Exploring and Modelling Risk

Dec 12, 2023 •

Daikoku Capital

and

Tiptree First Update

Much more refined

Dec 6, 2023 •

Daikoku Capital

November 2023

Preliminary Screen on $TIPT

I will be putting something more thorough together soon

Nov 29, 2023 •

Daikoku Capital

American Coastal (NASDAQ: $ACIC) Q3 Update

I’ve attached a Q3 update on ACIC that my friend and I worked on shortly after the earnings release.

Nov 22, 2023 •

Daikoku Capital

October 2023

Curation of Japanese Net-Nets I Like

28 Names Worth Looking Into

Oct 26, 2023 •

Daikoku Capital

Bill Ackman Notes

This document is just an agglomeration of notes I took from Bill Ackman’s visit. Just nuggets of information.

Oct 19, 2023 •

Daikoku Capital

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts