Letters by company

Musashi Co., Ltd.

1 letter discussing 7521. Everything written about it on this site is on its ticker page.

RF Capital Management RF Capital November 2026 Letter Final RF Capital concentrated capital in its highest-conviction growth holdings after selling legacy positions and deploying cash into businesses with clearer earnings prospects. It exited Musashi despite its asset discount after declining sales and operating profit weakened the case for an earnings recovery, and is researching underfollowed companies below US$50 million in market value. third quarter of 2026 7521 $112M