Thinking Points Charle (TSE: 9885) sells women’s clothing, health supplements, and cosmetics through its online store and network of sellers. Key characteristics of the company include: declining sales over a decade, poor governance, questionable operating model, net cash per share of 614 yen, and NCAV per share of 861 yen (vs. current share price of […]

 

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Kenkyo Investing
Kenkyo Investing

Kenkyo Investing applies a value investing approach to Japanese equities, providing insights that are often unavailable to non-Japanese speakers.