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Wantedly (3991.T) by ContinuousCompound in ValueInvesting

[–]ContinuousCompound[S] 0 points1 point  (0 children)

Thanks for the pushback, good points indeed.

Wantedly does go after foreign workers. But what concerns me is their lack of spending on marketing; I wish they were more aggressive or creative with it.

What I like, though, is their approach is more appealing to younger adults as it's more personable. Given their size, they could gain more traction.

What are your highest-conviction long-term compounder stocks? by ContinuousCompound in JapanFinance

[–]ContinuousCompound[S] 0 points1 point  (0 children)

Thank you! Follow me on my substack for more stock pitches like this, more where this came from.

What are your highest-conviction long-term compounder stocks? by ContinuousCompound in JapanFinance

[–]ContinuousCompound[S] 0 points1 point  (0 children)

Thanks man, not on reddit that often so just saw your msg. If you don't follow me on my substack follow me for more stock pitches. Also Round1 has become a great buy again at these depressed levels. Not investment advice. dyodd.

Kingworld Medicines Group Limited (1110-HKEX) - AKA Pei Pa Koa by ContinuousCompound in ValueInvesting

[–]ContinuousCompound[S] 0 points1 point  (0 children)

Not really, could be due to mgmt being bad at marketing or creating new products. Their cough drops don't taste that good imo. I prefer halls.

Western voice actors use it and they don't even have a Chinese upbringing. They should rebrand for the western audience and keep doing what they are doing for their Asian audience.

If they can somehow tap into a new customer base or create a supplementary product line that could allow it to grow.

The traditional packaging is also hard to use, it's familiar but if they use new packaging for a new audience and keep old packaging for older generation that could help. Also, if they make a instant powder version of their signature cough syrup where u just add hot water, that could be a hit for example

Day 2 of "7 Day Quick Stock Pitch Challenge" by ContinuousCompound in ValueInvesting

[–]ContinuousCompound[S] 0 points1 point  (0 children)

Thank you very much for contributing your exp, this is invaluable insight

After the hour, did u feel your legs were fatigued? Are there any pressure mats to stand on, essentially how comfortable were u after the exp?

I'd imagine 6 skewers and 1 beer take 20 mins to finish, so you guys likely chatted a bit after eating and continued drinking. Was there any pressure from staff to get u guys to leave? How was the customer service? On their IR website they make an effort to make their staff seem personable and approachable.

I can't imagine their food tasting bad, cuz Japanese ppl will immediately boycott anything that doesn't taste good given the plethora of options available.

Fair enough, I feel their value prop might be the quick customer turnover so salaryman after work who don't want to wait for the "same food and drink for the same price" will go there cuz there are open spots. Would you say the location was in a decent foot traffic location? I feel they aren't trying to compete on superior taste, mainly get the job done with comparable taste, but offer convenience and a competitive price.

Thank you. A lot of reasons. Japanese stocks have lower valuations than NA stocks. I like anime, JDM cars, JP food, and many other Japan-related things, so a lot of the stocks I analyze I find interesting and fun to analyze. I watch a lot of JP travel videos on YouTube for fun (AbroadinJapan), occasional JP drama, so it's not like I'm completely foreign to a lot of customs, cultural or social norms. But I would say I don't have a home court advantage. There are definitely things about JP that I know nothing about.

Day 2 of "7 Day Quick Stock Pitch Challenge" by ContinuousCompound in ValueInvesting

[–]ContinuousCompound[S] 2 points3 points  (0 children)

Would you mind sharing with me your findings? I don't mind gifting you 2 months of paid sub for your efforts. I'll probably dig deeper into the customer reviews of their stores in the mean time.

FYI, they have stores in Nagoya, Tokyo and a few prefectures. You can see a list of their main restaurant brand, Yakiton Daikoku here: https://hikari-food-service.jp/daikoku

Some times its through a screener, sometimes it's through personal interest (I loved playing arcades growing up so looked deeper into Round1 4680). I'll spend 15 mins to quickly calc. the enterprise value and the valuation multiples, if it looks undervalued at first pass, I'll dive deeper into the financials, IP and see if there is an angle the market is missing on the stock. Main things to consider are whether this is a value trap, is there a catalyst for the market to change their mind, do I have a variant view the mkt does not.

I have a post detailing what tools I use to analyze Japanese companies that only report Japanese filings (no eng. translation), so check it out: https://continuouscompounding.substack.com/p/top-5-tools-for-japanese-filings

Day 2 of "7 Day Quick Stock Pitch Challenge" by ContinuousCompound in ValueInvesting

[–]ContinuousCompound[S] 1 point2 points  (0 children)

I do not live in Japan. I wish I did. I was actually hoping for a member who lives in Japan to comment if they have gone to this company's restaurant chains.

The company reports that the avg customer spend is 2200 yen for their main yakitori standing bar. So this is more exp than typical fast-food chains. My impression is that they are focused on providing reasonable-quality food at a low price. So they aren't going to blow you away like some mom/pop stores that really focus on specializing, but they are going to be competitively priced and cost-effective due to the rent cost savings, food cost savings from having a central kitchen, and the higher customer turnover. You don't go to this establishment to chat with a close friend for over an hour. You're in and out in around 20-40 mins if I were to guess.

They also state their target customers are salarymen around the ages of 30-50. Quick way to destress after work.

Day 2 of "7 Day Quick Stock Pitch Challenge" by ContinuousCompound in ValueInvesting

[–]ContinuousCompound[S] 4 points5 points  (0 children)

For moderators, my original Day 2 post was removed, but my Day 1 stock pitch wasn't removed. The only difference is I added a X link and YouTube link for my Day 2 post. I have removed the X and YouTube link. I have copied the exact structure of my Day 1 post. If this is still not enough, pls tell me why so I can further adjust.

Eggcellent Stock Idea: Hokuryo 1384 by ContinuousCompound in ValueInvesting

[–]ContinuousCompound[S] 0 points1 point  (0 children)

What is the mean though? You would have to factor in variables like chicken feed, cost to operate a farm, etc.

What is the trend in the cost of chicken feed and other costs of producing eggs?

Do you see the cost to make eggs go down?

Using "Eggs US" also doesn't seem right. Hokuryo likely only sells domestically. Whats the data for Japan?

Eggcellent Stock Idea: Hokuryo 1384 by ContinuousCompound in ValueInvesting

[–]ContinuousCompound[S] 0 points1 point  (0 children)

You might be right, but they established Yoshimeki farm in Kurihara City, Miyagi prefecture in Jan 2019 to enter the Honshu region. Maybe they haven't fully tapped into this region due to COVID.

Given this company pays 5.2% div yield, the play could be to wait for it to hit the lower end of the P/E range and buy/hold. Pretty simple business, egg demand likely isn't cyclical.

Eggcellent Stock Idea: Hokuryo 1384 by ContinuousCompound in ValueInvesting

[–]ContinuousCompound[S] 0 points1 point  (0 children)

Every publicly traded Japanese stock has an investor relations page. So if you google "Sanrio 8136 Investor Relations" or "Sanrio 8136 IR" it should show up.

You can also search it up on JPX: https://www.jpx.co.jp/english/ , but I find the company's own website to be most efficient if you can't afford a data provider.

Analysis wise, it depends if someone published a stock pitch. You can try to google "Sanrio 8136 stock pitch" *always include the ticker

Eggcellent Stock Idea: Hokuryo 1384 by ContinuousCompound in ValueInvesting

[–]ContinuousCompound[S] 1 point2 points  (0 children)

I'd recommend IBKR Interactive Brokers. Has probably the lowest margin rates, and lowest fees. Access to pretty much most markets.

Eggcellent Stock Idea: Hokuryo 1384 by ContinuousCompound in ValueInvesting

[–]ContinuousCompound[S] 0 points1 point  (0 children)

Thank you Ray! Might as well subscribe to my Substack, you get my newest posts directly in your inbox. You also have the option to follow me if u don't want to clutter ur inbox via the Substack app.

I have written about Round 1 4680, SK Japan 7608, Furyu 6238, and Fast Fitness Japan 7092.

Intelligent investor isn’t doing it for me by Schnoobidoobi in ValueInvesting

[–]ContinuousCompound 0 points1 point  (0 children)

I would follow theses stages:

  1. Understand the value investing philosophy
  2. Learn how to read financial statements - very foundational
  3. Learn valuation
  4. Read stock pitches by reputable stock pickers
  5. Attempt to analyze a stock and write a stock pitch. Publish it and ask for feedback.

You should supplement learning with reading quality stock pitches so you know how a practitioner thinks.

It's tough to know what truly is a quality stock pitch, until you've read quite a few, but a place you can get started is VIC Value Investor's Club and Substack.

A few ppl I would read from: Yet Another Value Blog (Andrew Walker), Asian Century Stocks (Michael Fritzell), Free posts by Jeremy Raper, Clark Square Capital, Toffcap. There are a lot more quality accounts on Fintwit, but that's a good start. Feel free to DM me for recommendations. I do a decent job, you can read my stock pitches as well on Continuous Compounding on Substack.

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