Insights for Food Business Owners

I watched an NHK documentary recently that left me thinking about value in a way numbers alone never could. It featured a fish that nobody wants. Because it feeds on seaweed, its flesh develops a pungent, almost overwhelming flavour. It’s not suited for sashimi, not good grilled, and not considered desirable by chefs or customers. Fishermen often discard it. It is, by all market standards, an ugly fish — unwanted and undervalued. But one man saw something else. He didn’t roma

Every bubble begins the same way: the story grows faster than the fundamentals. Prices rise, confidence rises, and the collective belief becomes louder than the underlying reality. But seeing this clearly is not about being pessimistic. It is about understanding a basic principle that applies to investing, business, and life: Anything built on a weak foundation eventually collapses, no matter how convincing the story appears. In markets, this is obvious. A stock can soar beca

Markets teach one quiet truth: when sentiment persistently exceeds fundamentals, fragility builds. Price and value always re-align, but not on our schedule. I’ve long trained myself to see with x-ray eyes. When someone speaks, I use my own judgment to work out what they really mean. When I see something in a shop, I think about what it’s truly worth. I rarely take the surface as truth. The same discipline value investing demands—separating appearance from substance—applies to