Long9435.TJul 2026
Hikari Tsushin, Inc.
LVS views Hikari Tsushin as a Berkshire Hathaway-style Japanese conglomerate built around capital-light, recurring-revenue operating businesses and a large portfolio of…
9435.T
1 published idea on Hikari Tsushin, Inc. across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Hikari Tsushin: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
LVS views Hikari Tsushin as a Berkshire Hathaway-style Japanese conglomerate built around capital-light, recurring-revenue operating businesses and a large portfolio of…