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My final post about which of the world's biggest convivence store chain makes for the best investment is out here (7-Eleven, FamilyMart & Lawson are all tradable on TSE): Kings of Convenience: Lawson The Lawson analysis really shocked me in how badly the company is run even though its store...

@caleb1823 Yeah, I talk a bit about it here. Companies like Freee and even foreign competitors are honing in market share. However, Japanese companies are conservative and as shown, no major competitor has really stolen any customers from MJS, the pie has just gotten larger... Then again, it's...

@janvande Yes, very true. Especially Tocalo is in a complex industry that I would only invest in if I have experience in it. However, many companies are easier to understand than people think at first glance. Central Automotive Products for example has a huge car dealership arm, so if you've...

@dee436 Sorry, I don't think I did a good enough job explaining my reasoning: First, if you compare the NIKKEI 225 to the S&P 500, it looks from the surface that the S&P has fallen much more YTD. However, if you have $1 to invest in either, you'd actually get the Nikkei 225 at almost a 40%...

@drdax Hello Mochi-san, Yes, you are correct that this is not an in debt analysis and so it's definitely lacking in some areas. Thank you. It is true that they hold a high level of non-current assets, but their cash ratio hovers around 30-40%. But yes, higher risk nonetheless. Do you mean...

@atpollard Very fair. The US markets always have the most explosive growth companies, if you can find them. I brought up Japan because in these bearish times, I think Japanese stocks are a way safer bet than the US stock markets.

@atpollard If that is the major issue, these are still great investments. At average, they pay at least 30% of their free cash flow in dividends, and with almost zero debt, they are basically bankruptcy proof. On top of that, the Nikkei 225 has been on a bull-run in the past 5 years, so you can...

@kalboon You are correct. However, I do think there are two factors that increases the chance of these companies being discovered: Inflation is finally picking up: This tends to correlate with higher interest rates (NOTE: BOJ is trying their best to not makes this happen). Anyhow, when interest...

As my last post about 7-Eleven was so liked, I decided to post my part 2 on this thread. In part 2 of my "The Kings of Convenience series" I explore FamilyMart's history, if its a company worth buying and what the future holds for (link to post HERE) TLDR: FamilyMart is the world's second...

The investing legend Warren Buffet once said: "Be greedy when others are fearful". Now is the time to be greedy! The main Japanese stock index, the Nikkei 225, looks to have been relatively spared with a fall of around 11% YTD. But In reality, the downturn is much worse. As the Japanese Yen...