Sublime

The best compounders I've found in Asia: • Seria • Koshidaka • Curves • Plover Bay Technologies • Fuji Corp Miyagi • Hartalega • Baiyunshan • MAP Aktif • Multi Bintang • Delfi • Bloomberry... See more

Burry's investment one sheet worth reading for any investor https://t.co/ZqFn52xLsv

新規参入不可の東京都の火葬場を実質独占し、強い価格決定力を背景に値上げをしつつ、火葬＋葬式のバンドル売りで葬祭事業で40％以上の利益率を叩き出す廣済堂 葬儀場の増設でトップライン二桁成長しつつPERも13.5xとマルチプルも手頃なんだけど、大株主に中国系が大量にいるのと麻生やSBIの北尾さん https://t.co/uXWfZXGPyV

Leopold Aschenbrenner's fund has outperformed basically every mainstream hedge fund YTD and he's running 1bn+ of capital btw the gulf billionaires & pension funds are watching this capital management will soon become an activity exclusively done by chronically online zoomers... See more

Software Service, Inc. 3733, a small-cap Japanese leader in electronic medical record (EMR) software, worth about USD400mm mcap. This is a GARPy compounder growing revenue and profit at 8% and 9% 5yr CAGR, respectively, and trading at 14x fwd E and 2x bv. EMRs are increasingly being adopted in Japanese hospitals with a... See more