Japanese trading companies under 0.8 P/B and buying back stock
Sunday update. Hands on deck.
Hi there. I was actually busy researching rather than writing. This is how we can outperform: Building knowledge, hands on deck.
As a quick update, I will share my deck and what I found so far for paid subscribers.
I also found some great quality bargains in the best quality investing sector that most quality investors are missing right now (Because the stock prices have not gone up in the recent year and a half).
This is the emerging value difference.
Subscribing gets you
10+ more unique write ups per year
Full portfolio with diversified 50+ mostly EM/small value ideas.
Watchtlists in Koyfin with over 200 Emerging and Hidden champions stocks (free with Koyfin)