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Travis Lundy

Travis Lundy

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Independent investment research analyst; posts frequent analysis on Japan/Asia equities and index mechanics; Smartkarma contributor

Recent Posts

Toyota‑Elliott Dispute over Toyota Industries Deal Lacks Key Financials
Social•Feb 11, 2026

Toyota‑Elliott Dispute over Toyota Industries Deal Lacks Key Financials

This @NikkeiAsia article just out on Toyota Group's "clash" with Elliott on the disposition of Toyota Industries is shameful. There are a bunch of very basic quotes. There is no mention of book value. There is no mention of the transaction value as https://t.co/zctzWEhWsh

By Travis Lundy