I thought you might find this interesting - it seems like you're also investing in value stocks in Japan. I found 10, including 5 net-nets and 9 trading below TBV - all with profitable businesses.

What have you been looking at in Japan market lately?

deepvaluedigest.substack.com/p/deep-value...

The corporate governance reforms are huge. Some of the value investors I respect were talking about Japan, so about 1.5 years ago I started hunting for good stocks there. I found 10 that were excellent. I had to switch brokerages, but it was worth it!

deepvaluedigest.substack.com/p/deep-value...