What smart money is saying about OBIC Business Consultants
4733.T
No fund has written a full thesis on OBIC Business Consultants in our archive, but 2 fund letters report a position in it — most recently Lindsell Train Japanese Equity Fund in August 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in OBIC Business Consultants on record in the archive was reported in Q3 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- August 2026
Listed in Lindsell Train Japanese Equity Fund’s reported holdings.
OBIC Business Consultants - July 2026
“We once again reiterate our long argued view that the likes of Obic Business Consultants (OBC), Nintendo and Square Enix all have access to proprietary data, proprietary domain specificity or proprietary media content, which not only provides them with a formidable barrier to AI disintermediation, but also allows them to use AI to improve the content, products and services for existing and prospective customers. An excellent set of first quarter results from OBC seemed to get investors’ attention, helping the shares to rally more than 30% last month.”
OBIC Business Consultants
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