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かぶ1000

216 posts collected

かぶ1000

@kabu1000

中学2年(1988年)から株式投資を始め、専業投資家歴38年目。PMV(事業家的市場価値)とカタリストを重視したネットネット株や資産バリュー株への投資がメイン。年20%の運用利回り目標。 シャープレシオを重視。著書📖「賢明なる個人投資家への道」ほか

141 Following 387K Followers 35.7K posts on X

This archive holds 216 posts and 2,907 replies back to 6 Feb 2026

か kabu1000

Kyoritsu Maintenance is the company with the largest investment amount within the shareholder benefit category. In March of this year, the stock price was weak, so my family (5 accounts) each bought 2,000 shares. Luckily, we've made over 40% in unrealized gains in just 5 months 😊 The total annual benefit amount is 300,000 yen (30,000 yen x 2 times x 5 people), and will increase to 400,000 yen in 3 years. With this much, we can take a family trip every year, so it's a very welcome benefit ☺️ x.com/kabu1000/status/20925248…

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優待枠で最大投資額の共立メンテナンス。今年の3月に株価が軟調だったため、家族(5名義)で各2,000株ずつ購入。運良く5ヶ月で+40%を超える含み益に😊 年間の優待額は総額で30万円(3万×2回×5人)、3年後には40万円に増額。これだけあれば毎年家族で旅行出来るので大変有難い優待☺️ https://x.com/kabu1000/status/2092524835113234850/photo/1

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か kabu1000

On my way home, I bought half-price sushi at the Takashimaya department store's basement food hall 🍣 I felt so happy the moment I saw the half-price sticker ☺️ And I got an additional 10% off with my shareholder benefits 🈹 x.com/kabu1000/status/20922033…

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帰りに高島屋のデパ地下で半額のお寿司を購入🍣半額のシールが貼られた瞬間幸せな気持ちになります☺️株主優待で更に10%引きに🈹 https://x.com/kabu1000/status/2092203334027669938/photo/1

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か kabu1000

There was the same Myaku Myaku as ours at Takashimaya Osaka store 🤭 x.com/kabu1000/status/20921567…

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高島屋大阪店にうちと同じミャクミャクいた🤭 https://x.com/kabu1000/status/2092156738846048353/photo/1

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か kabu1000

I went to Rinku Premium Outlets for the first time in a while. I bought three jackets at Zegna. Zegna's prices have gone up recently, but this time they were a great deal at 70% off the old price. Zegna's cashmere fabric is light and soft, so I think I'll get a lot of use out of them 😊 x.com/kabu1000/status/20918298…

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久し振りにりんくうプレミアムアウトレットへ。ゼニアでジャケット3着購入。 最近は上代が高くなったゼニアですが、今回は旧価格からの70%引きとお値打ちでした。ゼニアのカシミアの生地は軽くて柔らかく素晴らしいので重宝しそうです😊 https://x.com/kabu1000/status/2091829861920940110/photo/1

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か kabu1000

When considering asset management and life planning, I feel that balancing asset "investment" and "withdrawal" is an eternal challenge. When I was young and single, I thought that "30 million yen in financial assets would be enough." As time passed, I started a family, and as my parents aged, the necessary expenses and support increased, so I raised my goal to a more conservative "200 million yen in financial assets." More recently, with rising living costs due to inflation, I've come to realize the need to hold not only financial assets but also real estate such as houses and tangible assets such as gold. On the other hand, I also believe there's no point in holding onto more assets than necessary, so I've started actively using any surplus to enrich my life. The type of assets needed constantly changes depending on one's age, family structure, inflation trends, etc. I feel that building optimized assets according to the circumstances at any given time is what's important. #MorningSatellite

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資産運用と人生設計を考える上で、資産の「運用」と「取り崩し」のバランスは永遠の課題だと感じる。 私自身、単身で若かった頃は「金融資産が3,000万円あれば十分」と考えていました。時が経ち、家族ができ、両親が高齢化するにつれて必要な支出・支援が増えるなか、より保守的にと「金融資産2億円」に目標を引き上げました。 さらに最近ではインフレの進行に伴い生活コストが上昇しているため、金融資産だけでなく、住宅などの不動産や金をはじめとする現物資産を保有する必要性も実感しています。 一方で、必要以上の資産を抱え続けることには意味がないとも考え、余剰分については積極的に人生を豊かにするために使うようになりました。 自分の年齢、家族構成、インフレの動向などによって、必要な資産のあり方は常に変化します。その時々の状況に合わせて、最適化された資産を築いていくことこそが大切なのだと感じます。 #モーサテ

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か kabu1000

I went to check out the new restaurant "OSAKA TONKATSU CLUB" at "Tonkatsu Noguchi," a place I frequented many times at the Osaka-Kansai Expo, with my Expo friends 😊 Apparently, they've moved the equipment that was used at the Expo site, and I was very satisfied to enjoy delicious tonkatsu while reminiscing about the Expo 😋 x.com/kabu1000/status/20915301…

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大阪・関西万博で何度もお世話になった『とんかつ乃ぐち』さんが新しいお店『OSAKA TONKATSU CLUB』を開店されたとのことで、万博友達と一緒に行って来ました😊 万博会場で使われていた設備をそのまま移設されたそうで、万博の懐かしさと美味しいとんかつが食べられて大満足でした😋 https://x.com/kabu1000/status/2091530146243330410/photo/1

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か kabu1000

I went to the Expo Legacy Event 😊 I was surprised by the huge crowd 😳 It seems the Expo fever hasn't died down in Osaka yet 😊 x.com/kabu1000/status/20914107…

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万博レガシーイベントに行って来ました😊結構凄い人でビックリ😳まだまだ大阪は万博熱が冷めてないようです😊 https://x.com/kabu1000/status/2091410736522363380/photo/1

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か kabu1000

I bought a pure net-net stock (net current assets exceeding market capitalization) for the first time in a while. Despite being a major player in its industry and having strong first-quarter results, the stock price is trading at a low level. I think Japanese stocks are truly a treasure trove with many more stocks like this waiting to be discovered.

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久し振りに純粋なネットネット株(正味流動資産が時価総額を上回る)を購入。業界大手で1Q決算好調にも関わらず、株価は安値圏で推移。 まだまだこう言う株が眠っている日本株はまさに宝の山だと思う。

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か kabu1000

This is the second part 😊 Please take a look if you'd like 🙇🏻

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後編です😊良かったら見て下さい🙇🏻

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累計利益9億円超・投資歴38年のベテラン個人投資家、かぶ1000さんの投資哲学 続けてきた理由は「株式投資が楽しいから」、そして「大切なのは時間をかけてゆっくり育てる」こと。 今こそ注目されるバリュー株投資。決算書だけでは分か...

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か kabu1000

My article has been published 😊 Please take a look if you have a chance 🙇🏻

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私の記事が掲載されました😊良かったら見て下さい🙇🏻

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株式投資歴38年、累計利益9億円超の“かぶ1000”さんに聞く 企業の本来の価値より“割安”な銘柄を探すにはどうしたらいい? 「バリュー株投資」の哲学と原点に迫りました https://www.huffingtonpost.jp/entry/story_jp_6a7dbc89e4b079a0...

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か kabu1000

Today's tomato pasta was made with tomatoes grown at home 😊 The balance of sourness and sweetness was delicious 😋 x.com/kabu1000/status/20900569…

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今日はうちで取れたトマトを使ったトマトパスタ😊酸味と甘味が美味😋 https://x.com/kabu1000/status/2090056941188133012/photo/1

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か kabu1000

The idea of ​​investors buying the right to be involved is interesting. It seems like it will broaden the role of investors, and I would like to participate if I have the opportunity. #WBS x.com/kabu1000/status/20897106…

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当事者になる権利を投資家が買うと言う仕組みは面白い。投資家の役割が広がりそうで、私も機会があれば参加したいと思う。 #WBS https://x.com/kabu1000/status/2089710622909096094/photo/1

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か kabu1000

At Doutor now. Since my whole family (5 people) owns 500 shares, we receive 25,000 yen worth of shareholder benefits annually. Thanks to that, our coffee breaks at Doutor are always free. We're grateful to be able to take advantage of it. x.com/kabu1000/status/20893021…

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ドトールなう。家族全員(5人)500株保有なので年間25,000円分の株主優待が貰えます。 お陰でドトールでのカフェタイムはずっと無料。有難く活用させてもらっています。 https://x.com/kabu1000/status/2089302133317554367/photo/1

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か kabu1000

For a long time, bank deposit interest rates were practically nonexistent, so even a 10,000 yen interest rate was a pleasant surprise. x.com/kabu1000/status/20891613…

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銀行預金の金利は無いも同然だった時代が長らく続いていたので、1万円の金利でもおっ!となった。 https://x.com/kabu1000/status/2089161370986295310/photo/1

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か kabu1000

I took a good look at my dividend account for the first time in a while and was surprised to see how much MTG had risen 😳 Two years ago, my whole family bought 500 shares, which offers the best dividend efficiency. I think I was able to hold onto them without selling them precisely because it's a dividend stock investment. (Otherwise, I would have sold them all a long time ago 🤭) I think investing in dividend stocks is a very good way to build wealth because, when the whole family buys them, you can efficiently obtain dividends and everyone in the family's assets increase equally. By the way, since 5 people bought 500 shares each, the total value at current market price exceeds 20 million yen. That's not a small amount of money.

original · ja

久し振りに自分の優待口座をじっくり見てみたらMTGがとんでもなく上がっていてビックリ😳 2年前に家族全員で優待効率が最も高い500株を購入。優待株投資だからこそ売らずに持ち続けられたんだと思う。(そうじゃなかったらとっくに全部売ってる🤭) 優待株投資は家族全員で買うことで、優待を効率良く得られた上に家族全員平等に資産が増えるので非常に良い資産形成の一つだと思います。 ちなみに500株×5人購入しているので時価で総額2000万を超える。決してばかにならない金額。

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か kabu1000

I apologize for causing trouble with my comments this time.🙇🏻 As I posted earlier, in stock investing, you won't get concrete results unless theory and practice are well combined. I thought that disclosing this as openly and honestly as possible, as soon as possible (because you can say anything later), would be the easiest way for everyone who reads my posts to understand and could be a starting point for learning. Also, seeing the current situation where dubious information and information of uncertain veracity are rampant on social media, especially X, I think my own desire to post honest trades based on theory and practice has grown stronger. I also wouldn't normally post about a trade I made on a certain semiconductor stock a while ago, but there were so many overly biased posts circulating that I wanted to convey the message that people should trade more calmly! As I always say, hasty panic selling means giving up all the profits you could have earned in the future. When the market is chaotic, I wanted to convey through my trading that hasty selling is likely to result in losses, by calmly trading myself. (Of course, I make mistakes too, but I thought I could convey that as well.) I thought I had been posting my own theory and practice as a message, but I regret that it has resulted in criticism that is like buying hype. Just like with trading, I will learn from my mistakes and try to communicate better next time.

original · ja

この度は、私の発言が原因でお騒がせして申し訳ありませんでした🙇🏻 先程もポストしましたが、株式投資は理論と実践が上手く結びつかないと、具体的な成果は出ません。それをなるべくタイムリーに近い状態で(後では何とでも言えるため)包み隠さず公開していくことが私のポストを読んで下さる皆様にとって一番分かりやすく、勉強のきっかけにもなるんじゃないかと思ってました。 また、怪しい情報や事実かどうか分からない情報がXを中心としたSNSで蔓延してる現状を見て、理論と実践を元にした嘘偽りがないトレードをポストしていきたいと思う気持ちが私自身に高まっていたのかもしれません。 また少し前の某半導体株のトレードも、普段ならポストしないのですが、過度に偏ったポストが蔓延していたので、私自身が売買することで、もっと冷静になって取引を!!と言う気持ちを伝えたかったのもあります。 普段から言ってますが、安易な投げ売りは将来得られたはずの利益をすべて放棄してしまうことになります。市場が混乱している時、私が淡々とトレードすることで安易な投げは結果的に損をする可能性が高くなることを実践で伝えたかったのもあります。(もちろん私が失敗する事もありますが、それも含めて伝えられると思ってました) 私なりの理論と実践をメッセージとしてポストして来たつもりでしたが、結果的に今回のような買い煽り的な批判を招くことに繋がってしまい反省しています。 トレードと同様、失敗して学んで、次はもっと上手く伝えられるように試行錯誤していこうと思います。

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か kabu1000

I believe that stock investing only has value when theory and practice are combined. I love stock investing so much that I could talk about it all day, but it's difficult to explain things clearly to people without concrete examples. So, I've been sharing information by using specific examples of individual stocks, hoping that it will be helpful to people who are even slightly interested in stocks and serve as a starting point for learning. Furthermore, theory alone is meaningless; I believe it's important to also disclose how you've bought and sold based on those theories, and the reasons why you made profits (or losses) as a result. Theory alone is just theoretical, and in the world of stock investing, things often don't go according to theory when you actually put it into practice. For these reasons, I believe that disclosing both theory and practice in a real way is what makes stock investing meaningful, but perhaps because my communication skills aren't good, it's difficult to convey that message.

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株式投資って理論と実践が伴って初めて価値がある物だと思っています。 私は株式投資が大好きなので、株の話をずっとしていたいぐらいなのですが、やはり分かりやすく人に伝えるためには具体的な例がないと難しく、そうなると個別株の具体例を取り上げることで、それが少しでも株に興味がある人への参考になって、勉強になるきっかけに繋がればいいなと言う思いでこれまで情報発信して来ました。 また理論だけでは意味がなくて、自らこう言う理論に基づいて売買して、こう言う理由で売買して利益(or損失)が出たことも同時に公表することが大切だと思っています。理論だけならただの机上論になってしまいますし、いざ実践してみると理論通りならないことも株式投資の世界では多々あります。 そう言う理由から、株式投資は理論と実践をリアルに公表することこそ意味があると思うのですが、私の伝え方が悪いせいもあり、なかなかそれが伝わらなくて難しいですね。

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か kabu1000

Posting about individual stocks is really difficult 😖 Regarding TOYO TIRE 1️⃣Increased value per share through share buybacks 2️⃣Implemented share buybacks at a time when the stock price plummeted 3️⃣Announced the cancellation of treasury stocks at the same time Even though the company sent a clear message to the market in a very easy-to-understand way, the reaction in after-hours trading was limited, so I thought I was posting it as a concrete example of a very easy-to-understand investment opportunity, but it seems that some people took it as strong buying hype, and I realized once again that it is really difficult to write about individual stocks on social media.

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個別銘柄の事をポストするのはホント難しい😖 TOYO TIREの件は 1️⃣自社株買いによる1株当たりの価値増 2️⃣株価が急落したタイミングでの自社株買い実施 3️⃣自社株の消却も同時に公表 など企業側が非常に分かりやすい形で明確なメッセージを市場に発信したにも関わらずPTSでの反応が限定的だったので、非常に分かりやすい投資チャンスの具体例としてポストしたつもりでしたが、強い買い煽りと捉える人もいたようで、SNSで個別銘柄のことを記載する事はホント難しいなと改めて実感しました。

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か kabu1000

I suppose they're talking about me, but will that post be seen as strongly encouraging buying? If so, I won't be able to write anything about individual stocks anymore...

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私の事なんだろうけど、あのポストが強く買い煽ってと言われてしまうのか…。そうなると個別株の事はもう何も書けなくなるな…

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ある銘柄を強く買い煽っておいて、翌日に 「寄り付きが高すぎたので、着実に利確しました」 というのは、ちょっとどうなのかなと思う。 利確すること自体は自由。 ただ、前日の投稿がかなり長期目線と思えたので正直違和感はあった。

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か kabu1000

Free snacks at Seven-Eleven are so appreciated ☺️ x.com/kabu1000/status/20886234…

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セブンイレブンで無料のおかしありがたい☺️ https://x.com/kabu1000/status/2088623433009782806/photo/1

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か kabu1000

I watched Nausicaä of the Valley of the Wind again after a long time, and it's still great. Watching it now gives me a different kind of emotion than when I was a child. Even now, it's hard to believe it was made 42 years ago (1984) because of its quality. x.com/kabu1000/status/20882725…

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風の谷のナウシカ、久し振りに見たけどやっぱりいいですね。今見ると子供の時とまた違った感動を受ける。 今見ても42年前(1984年)に作られた作品とは思えないクオリティ。 https://x.com/kabu1000/status/2088272501428347389/photo/1

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か kabu1000

I went to the field this evening. Since I started covering the tomatoes with netting, they've become inedible 😊 If I forget to pick the okra, it grows to a huge size in just one day 😱 x.com/kabu1000/status/20874758…

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今日は夕方から畑へ。トマトはネットを被せるようにしてから食べられなくなりました😊オクラは取り忘れると1日で巨大化します😱 https://x.com/kabu1000/status/2087475841307689322/photo/1

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