Dungeon Investing

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April 2025

TV Asahi (9409): profitable TV station below the value of their holdings
And how the price might catch up to the book value
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Quick note on Cover Corp's biggest talent leaving
What it means for the company that Gawr Gura leaves, and does that mean Cover in not investable now?
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A hitchhiker's guide to the Anime Galaxy
An investor's primer for Japan's most important export: aesthetics
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February 2025

January 2025

December 2024

Dungeon Investing: Annual Report 2024
With the year coming to an end, is time to review what has worked, what hasn't and what is coming!
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Square Enix III: Strategy, allocation, valuation
In the final part of the deep dive on Square Enix, governance strategy
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Square Enix II: The JRPG masters
In the second part of this series, we explore Square Enix's videogame triumphs (in JRPGs) and failures (everywhere else!)
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Square Enix: Beyond games
Square Enix faces scrutiny after their latest failures. In this, the first part of a three part series, we introduce the company and review their other…
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© 2025 Jesus Rodriguez
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