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...
462 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.
208 Views
Sanyo Industries (TYO 5958) - $60m Net-Net With 5 P/E, 3.8% Dividend, That's Buying Back Shares
Sanyo Industries Product Categories Sanyo Industries (TYO 5958) is a manufacturer of construction materials that’s been in business since 1948.
259 Views
Sohu.com Inc (Nasdaq: SOHU): A Net-Net with $1.3B in Cash and Valuable Real Estate
This writeup was inspired by David Orr’s tweet about the U.S. listed Chinese company DouYu (Nasdaq: DOYU) paying out a $9.76 special dividend.
191 Views
Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber Sector
Cover Corp, a leading talent management company in the rapidly growing VTuber industry. They’re considered the most prestigious agency and should...
232 Views