OUG Holdings (TYO 8041) - A 0.5x P/TBV Vertically Integrated Seafood Wholesaler in Osaka...
OUG Holdings (TYO 8041) is a vertically integrated seafood group that auctions fresh fish at major markets, runs a nationwide cold-chain for...
265 Views
Asaka Industrial (TYO 5962): A 350-Year-Old Profitable Nanocap Net-Net Trading at 0.4x P/B, 7x P...
Asaka Industrial Products. Check out their web store here . Asaka Industrial is a dirt-cheap manufacturer of shovels, gardening tools, and...
260 Views
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...
284 Views
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...
595 Views
Investing Alongside Beji Sasaki: Japan's Unconventional Corporate Raider and Value Investor
He’s an aggressive corporate raider looking to take control of public companies and maximize profits, a concept that’s anathema in Japan.
428 Views