スズキ

NIMBY（Not In My Back Yard）モートですね 米国だとWaste Managementの埋立地やCopartのヤードなど

東証さーん！この業界何とかしてくれ！ 『自動車プレス部品業界』🚗🚙🚚 指標が割安すぎて完全にバグってる！全員「PBR1倍割れ」で「高配当」なのに放置プレイ中… バリュー投資家にはたまらない「お宝の山」？それとも「バリューの罠」？🤔 特に「エイチワン（5989）」のMix係数１台は、東証もびっくりレベル 皆さんは持っている銘柄ありますか？🙋 どの銘柄が一番化けると思う？ コメント欄にAI分析載せるね👇

I see merit in your viewpoint, just maybe not in all cases. For me, the answer has to be “it depends”. Not every deal will receive bids valued as high as a Hogy Medical or Fuji Soft, where it probably made sense for the activists to fully exit. There have been a lot of others where the activist fund’s investors have benefited from reinvesting in the PE deal. Sometimes the competitive tension at deal time may not be as high as at other times.

Honestly, this is the most accurate diagram I've seen. Waterfall: You plan for 18 months and deliver exactly what nobody needs anymore. Agile: You deliver something usable at every step, but the CEO keeps asking, "Where's the car?" AI: You get the car on day one. It has six wheels, the doors are on backwards, and it has a rocket launcher. You spend more time making it yours than actually "building"; it's shaping. owning. verifying. That's what the best AI developers do now. They don't build. They shape and own.