9 Comments

Fidelity

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Reading manga and watching anime is up my alley. Working on something atm, will take a look later on. Nice to have this company on my radar. Also, nice to see I'm not the only one who google translates entire reports from Japanese listings iykyk.

Also, there isn't much AI risk in manga production. Manga art is its own art form. There is an aesthetic appeal to those who enjoy manga and watching anime. This is why 3D animation hasn't taken over the anime world, it just looks different. If AI can create Manga like drawings, then this simply lowers the cost structure of creating manga. Currently, manga publishing houses are like sweat shops where people still draw by hand. Speed of production would accelerate as well.

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noted, interesting! So you are saying it's the manga brand and character rather than the ability to create a drawing that creates sales?

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Yeah I think lowering the barrier of entry to making a manga would be bad for them

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Jul 21, 2023Liked by Olivier at Emerging Value

This is the type of write up I love, thanks! It's not compelling enough to sell my ALTO or REYSAS but it seems worth keeping a eye on!

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Aug 9, 2023Liked by Olivier at Emerging Value

What platform are you using to invest in Turkey? IBKR doesn't allow it at the moment so curious to know.

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Fidelity

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What company is ALTO?

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Jul 23, 2023Liked by Olivier at Emerging Value

It's a fuel ethanol and sanitizer play, the article on seeking alpha by DomoCapital is a must read. It's worth at least 6.5 dollars just on the carbon capture side. It's a lot of moving parts so I don't blame you if you take a pass

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