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 Resort... See more

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

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

Lee Kuan Yew on Japanese culture, work ethic, and IQ. https://t.co/nqLlAXHrHY

Chris Mayer, author of 100 Baggers, routinely discloses his positions on X and his blog It has been 6 months since I posted his holdings Here is the price appreciation on those holdings over the last 6 months... https://t.co/xN0HEyYMm6