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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 16, 2026 | Smoak Capital Management | 0.0% | 10.9% | 4441.T, DR.TO | cybersecurity, Defensive, growth, Japan, small caps, value | Manager emphasizes value-minded investing approach with preference for undervalued stocks with margin of safety. Discusses gravitating towards defensive names due to elevated market valuations and increasing efforts to find undervalued stocks with growth components. Significant focus on Japanese investments, particularly Tobila Systems which represents detailed analysis of Japanese market dynamics including customer harassment laws and regulatory changes driving business demand. Investment in Tobila Systems centers on fraud and spam call prevention technology with proprietary database providing competitive advantages in security solutions for both consumers and businesses. | DR CN 4441 JP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026 | Substack | Special Situations Global Equities | Tobila Systems Inc. | Software | Security / Telecommunications | Bull | Tokyo Stock Exchange | B2b, Digital transformation, Fraud prevention, growth, Japan, recurring revenue, SaaS, Security, telecommunications, valuation | View Pitch |
| Mar 16, 2026 | Substack | Special Situations Global Equities | Tobila Systems Inc. | Technology | Telecommunications Equipment | Bull | Tokyo Stock Exchange | Accounting Discrepancy, Free Cash Flow, Growth Engine, Japanese Telecommunications, NTT East/West, SaaS in a Box, Tobila Systems, TobilaPhone Biz, Upfront Payment Model, valuation gap | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||