Japanese net-nets: update

In 2013 I bought my first couple of Japanese net-nets and expanded the basket the basket with a few more positions in 2014. In this post I’ll list my current Japanese holdings. There have been a few developments that have led me to buy a few more Japanese positions since the last update in 2014. […]

Denkyosha: profitable and trading at 37% of BV

Japanese shares have been soaring since 2012 and the Nikkei is currently at a level last seen in 2000. As a result many of the net-nets that were available in Japan have now disappeared. This has made it a bit harder to find replacements for companies in my Japanese basket of stocks. As a general […]