8% Value Activist

8percentpa.substack.com shares actionable activist investment ideas. We also discuss Japan, the current activist hotbed, free cashflow compounders, strategies and market views.

By 8percentpa

· Launched 4 years ago

Investment Idea #33 - Trend Micro, Activist Catalyzed Take Private Last Year. Can It Happen Now?

"There are only two types of companies: those that have been hacked, and those that will be." - Robert Mueller, Former FBI Director

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Investment Idea #31 - Potential Privatization Candidate!

Sep 30, 2025

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Screen #2: Dividend → Activist Screen

Nov 7, 2025

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Activist Happenings #5

Oct 31, 2025

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Activist Happenings #9: Japanese Yen, Toyota Industries, Warner Bros, Cybersecurity & More!

Feb 28

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Latest Top Discussions

The Activists List

"Some people make money studying artificial intelligence. I make money studying natural stupidity." - Carl Icahn

May 25

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On Timing, Sizing and Sell Discipline

The practical stuff that nobody talks about in investing

Jan 19, 2023

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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

May 6

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Welcome! - What Is 8% Value Activist About?

"We take the traditional value investor's process and just flip it around a little bit." - David Einhorn

Aug 7, 2025

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"No Time for Caution" - 2026's Mid Year Review & Our Future Calendar

"While I was working hard on the laptop, my overly jealous wife, peered over my shoulder and asked angrily: 'Who is May, why is she on your calendar?'"

May 1

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Activist Happenings #10 - Chokepoints, Universal Music, Aircons & Calculators

"We are doing very well on the war front. On the scale of 10, I would rate about a 15" - Donald Trump

Apr 20

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Analysts' Dos and Donts - Part 3

Listen now (3 mins) | Be able to recite key numbers without referring to notes

Apr 4

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8% Value Activist