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@kabu1000 Despite strong performance, net current assets alone exceed market capitalization. Being able to acquire this level of performance almost for free is a very interesting anomaly within the Japanese stock market.

This feels like a real find. Net-net stocks are more interesting when you look beyond just the cash box and examine what makes up the net current assets and how they translate into profits. If a company has a large amount of receivables and work-in-progress that leads to orders, the next thing to look at isn't the asset value itself, but the profit margin at which those orders are converted into sales. I see this as a stock where you can gauge the lower limit on the balance sheet and then confirm the path to revaluation based on the profitability of the orders.

@kabu1000 This is especially noticeable with smaller stocks, isn't it? ☺️ I'm grateful to be able to buy them 😊

@kabu1000 Good sleep and good luck 🤞

@kabu1000 The joy of finding hidden gems like this is priceless. x.com/NinhHoangn/status/209050…

@kabu1000 If you actually look at the financial statements, you'll find there are still plenty of hidden gems that the market hasn't noticed yet. x.com/NinhHoangn/status/209050…

@kabu1000 x.com/minami49026585/status/20…

@kabu1000 This is very informative. While there are investment strategies that follow popular theme stocks, it's also important to look for "undervalued stocks with limited downside potential." Even if it's not flashy, I think this is a very important way of thinking for protecting and increasing your assets.

@kabu1000 I agree with that assessment 🖐 If net current assets exceed market capitalization, it's like getting fixed assets and the business for free. This situation persists not because of the existence of assets, but because there's no sign of them being moved, and that's why a single catalyst can change the landscape.

@kabu1000 Impressive in discovering net-net stocks. Now, while the Nikkei is in a correction phase, these undervalued stocks with strong downside potential are particularly attractive.

@kabu1000 Stocks where net current assets exceed market capitalization are valuable. Japanese stocks, where even major players in their respective industries can still be undervalued, are interesting. lin.ee/z1IKL1S

@kabu1000 Net-net stocks are those where net current assets minus liabilities exceed market capitalization, a classic undervaluation criterion according to Graham. The fact that this situation persists even among major players in industries with strong performance is evidence that the Tokyo Stock Exchange's PBR reform has not yet fully permeated the entire market.

@kabu1000 @rep_salaryman I'd like to know 👀

@kabu1000 x.com/JoanAustin99442/status/2…

@kabu1000 x.com/CarolMore21199/status/20…

@kabu1000. If you're interested in Japanese stocks or would like to discuss investing, please feel free to join us! ID: 57zw

@kabu1000 SK, huh?

@kabu1000 Net-net stocks that are left untouched at levels below net liquid assets are truly a treasure trove that exploits a distortion unique to Japanese stocks...! The strategy of steadily picking up undervalued stocks that the market has overlooked is very cool and appealing.

@kabu1000 Even though the Q1 was strong, the major players in the industry are still trading at low prices, and looking at their net current assets, it seems like there's still room for further digging.

@kabu1000 x.com/keisan397/status/2091342…

@kabu1000 x.com/DeirdreVir33968/status/2…

@kabu1000 x.com/HugginsMar32403/status/2…

@kabu1000 Indeed, the first quarter was strong due to last-minute demand, and although prices have been raised, the full-year forecast hasn't been changed, so there are concerns about a sharp decline in the second quarter. Companies that focused on securing inventory in the first quarter are likely to have excess inventory, so there's a possibility that annual demand will remain unchanged and the full year will end up as forecasted.

@kabu1000 I wonder what it is... When I asked the AI ​​it came up with Tigers Polymer.

@kabu1000 Despite being a major player in the industry, its stock price remains low. Stocks that trade above their net liquid assets are worth quietly picking up. lin.ee/uN5fO5l

@kabu1000 Japanese stocks are truly a treasure trove. If you find a pure net-net stock, just calmly invest. lin.ee/NsCrL09

@kabu1000 I knew you'd be watching that! I buy quite a bit of it too (lol).

@kabu1000 NetNet is not just a cash box. It's wise to examine its contents and consider how it can be turned into profit before buying. lin.ee/VOhBnkl

@kabu1000 It's amazing that there are still stocks where net current assets exceed market capitalization. Japanese stocks are really interesting. The downside seems solid. lin.ee/wd3sKlG

@kabu1000 I think this is a discount typical of the Japanese market. Your perspective on uncovering these asset value stocks is very helpful! lin.ee/wd3sKlG

@kabu1000 It's been a while since you bought a pure net-net stock, impressive! It's also interesting that a major player in the industry is doing well in Q1 but is trading at a low price. It really gives you that feeling of a treasure trove in Japanese stocks. x.com/HickleJon96015/status/20…

@kabu1000 Discovering net-net stocks is very informative. It's amazing that there are still stocks where net current assets exceed market capitalization; Japanese stocks are truly fascinating. The downside seems firm. x.com/HickleJon96015/status/20…

@kabu1000 The fact that the stock price is in a low range despite strong Q1 earnings is typical of the Japanese market's discounting. Your perspective on uncovering such asset value stocks is very helpful! x.com/HickleJon96015/status/20…

@kabu1000 There are still many net-net stocks waiting to be discovered in Japanese stocks. I'll steadily buy them and manage my portfolio while keeping the Sharpe ratio in mind. lin.ee/oWvA3Fk

@kabu1000 Stocks that are performing well but whose market valuation hasn't caught up are worth watching. I think it's important to look at the discrepancy between financial performance and stock price.

@kabu1000 Carefully search for net-net stocks. Stocks where net current assets exceed market capitalization are still hidden treasures. lin.ee/xMdjDym

@kabu1000 Japanese stocks are a treasure trove. It's important to prioritize stability at lower price levels over flashiness and to take a patient approach to digging in. lin.ee/xMdjDym

@kabu1000 The idea of ​​targeting net-net stocks is a classic value investing strategy. If net current assets > market capitalization, the downside potential is easier to limit, and if the first quarter is strong, there is room for a reassessment. If you can confirm whether the reason for the undervaluation is temporary or structural, I think it will be an even more interesting stock.

@kabu1000 There is still untapped value in Japanese stocks Don't overlook net-net stocks that are trading at low prices despite good earnings Carefully assess their asset value and profitability 👇 lin.ee/O1J0gOC

@kabu1000 Net-net stocks like the one mentioned, which remain in the low price range despite good earnings, should be viewed in conjunction with their asset value and business strength. I feel the treasure hunt for Japanese stocks is still ongoing. 👇 lin.ee/O1J0gOC

@kabu1000 I asked GammaGTP and they recommended LIEH and Unbanked, so I gave up lol

@kabu1000 Instead of chasing flashy themes, steadily pick up undervalued stocks with limited downside potential. This is a classic approach to protecting and growing your assets in the long term. lin.ee/w1VzdqH

@kabu1000 I'll follow you!

@kabu1000 There are still net-net opportunities waiting to be discovered in Japanese stocks. Identify PMV and catalysts, and continue to steadily buy without rushing. lin.ee/PIUPQIL

@kabu1000 Prioritize undervalued stocks with underlying asset value over flashy themed stocks. Aim for steady compounding by focusing on the Sharpe ratio. lin.ee/PIUPQIL

@kabu1000 I think there are still plenty of net-net stocks waiting to be discovered in the Japanese stock market. The real appeal lies in finding undervalued stocks with strong downside potential. lin.ee/sLol0jI

@kabu1000 The appeal of net-net stocks is that their downside is limited. I think investing with an emphasis on asset value and waiting for a revaluation is effective. lin.ee/sLol0jI

@kabu1000 A strategy of steadily picking up undervalued stocks with limited downside potential is the quickest way to protect and steadily increase your assets. lin.ee/PkSlHZE

@kabu1000 Finding these hidden gems is the most fun part. x.com/MariaPerZBG15N/status/20…

@kabu1000 After actually buying it, I can confirm that net-net stocks offer a different level of reassurance. I plan to wait patiently for the long term. x.com/MariaPerZBG15N/status/20…