Archive
In the order it was published, newest first.
115 picks
Page 5 of 5
Shareholders publicly oppose a buyout proposal.
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher offer.
TPB, DOUG and THRY feature in November company updates.
Andrei Stetsenko of Gymkhana Partners discusses investment ideas in the Idea Brunch interview series.
Arham Khan of Mecca Partners discusses off-the-beaten-path investing ideas.
A major de-risking event has gone mostly unnoticed, setting up a potential turnaround.
RAVE and CHCI remain on a buy-the-dip list, with the investor retaining both microcap holdings.
Lifeway Foods and Douglas Elliman receive updated reviews.
TOC, Sankyo Kasei and Takase are pitched as deep-value Japanese stocks, with Sankyo Kasei trading below net cash and repurchasing 33% of shares.
Tokyo Automatic Machinery targets 1x book value and a 30% payout ratio, backed by ¥5,220 of NCAV plus investments per share against a ¥2,885 share…
OUG Holdings trades at 0.5x tangible book and 5x earnings, with a 1.6% dividend-on-equity policy and net-net characteristics including investments.
Nippon Pigment trades at ¥3,110 versus ¥8,522 of NCAV plus investments after booking a bargain-purchase gain larger than its market cap.
Paid subscribers receive semiannual snapshots of a cheap Japanese equity basket, while all investment writeups and commentary remain free.
Kinki Sharyo (TYO 7122), a 105-year-old rolling-stock maker, trades at 0.3x book and 64% below NCAV plus rental real estate, with Effissimo Capital…
Tokyo Stock Exchange table identifies 230 listed Japanese companies with publicly traded parent companies.
Tigers Polymers trades at 0.3x tangible book and 7.5x earnings, with 71% of FY2025 Q1–Q3 profits from U.S. operations.
Nippon Shindo and Nakakita Seisakusho are deep-value net-nets, while Wood One owns 40,000 hectares of New Zealand forestry.
Asaka Industrial trades at a 57% discount to NCAV plus investments, while land carried at $22,500 is valued at least $5.7 million.
Kaneshita Construction trades at ¥2,690 per share versus roughly ¥7,654 of NCAV plus investment securities and has repurchased 42.5% of shares since…
