Thinking Points Tomita (TSE: 8147) is a trading company specializing in industrial machinery and tools with a rich 100+ year history. Although the company’s performance is cyclical, Tomita remains healthy and profitable over the long run, effectively free of debt. Moreover, the company holds a significant amount of investment securities (~36% of current market cap) […]

 

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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.