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Welcome to Episode #173 of Stock Club with Michael O’Mahony, Anne Marie and Emmet Savage. In this episode we address all the buzz around the Japanese Stock Market while dissecting why stocks like Ajinomoto, Calbee, and Nissan trade below book value while actively pursuing growth and investor trust.

We analyse the Nikkei stock index's impressive rise, driven by factors such as a weaker yen and endorsements from major investors. Switching gears, we examine Apple's strategic shift towards repair-friendly products and its potential impact on the repair industry.

We examine the implications of OpenAI's launch of a business version of a chatbot that competes with Microsoft, a company it shares a 49% ownership with. In the housing market, we explore the risks associated with Zillow's 1% down payment mortgage plan. We shed light on the challenges millennials face in achieving homeownership in today's housing climate.

To wrap up, we dissect Games Workshop's Warhammer model, its exceptional gross margin, and the potential fallout from its TV show contract with Amazon Prime.

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(00:00) Preview

(01:00) Vodafone Business

(05:20) Japanese Companies' Growth and Transformation

(09:24) Nikkei's Performance and Factors Influencing

(14:22) Price to Book Ratio

(21:45) Apple's Shift Towards Repair-Friendly Products

(27:05) Apple's Motivations for Self-Service Repair Program

(33:17) Apple's Branding and Right to Repair

(41:17) Zillow's 1% Down Payment Option

(47:51) Investing in Games Workshop

(54:12) Vodafone Business

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#173 Unlocking Japan's Investment Potential, OpenAI’s New Product & The Housing Market

Stock Club