Mitsubishi Electric: Better Value Than Hitachi

Core Insights - Mitsubishi Electric Corporation is viewed as an interesting value investment opportunity, particularly in its electrical infrastructure business, which is currently less profitable than that of Hitachi, Ltd. [2] - The Value Lab focuses on long-only value investment strategies, aiming for a portfolio yield of approximately 4% and emphasizing the importance of international market engagement for value investors [1][2] Company Analysis - Mitsubishi Electric's electrical infrastructure business is expected to improve in profitability as it scales, indicating potential for future growth [2] - The Value Lab provides members with real-time updates, market news reports, and feedback on stock ideas, enhancing the investment decision-making process [2] Investment Strategy - The Valkyrie Trading Society operates as a team of analysts focusing on high-conviction, non-correlated investment ideas that are expected to yield outsized returns in the current economic climate [3]