Takigami Steel Construction (TYO 5918) - A Portfolio of Public Securities
Company is marginally profitable and owns a portfolio of securities (mostly public stocks) and rental real estate worth ~3x its market cap...
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Updated Thoughts on Some of My Biggest Positions In The Cheap Japanese Basket and Some New Positions
Dynam Japan is the largest operator of Pachinko halls in Japan. The company has been profitable for the past15 years, though profits have been in...
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