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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (74911)1/23/2024 2:29:27 PM
From: Spekulatius1 Recommendation

Recommended By
petal

   of 78717
 
I hold a chunk of Nintendo (transformation story into subscription business) and a few smaller caps that I screened out for cheapness and revenue growth (CAGR for the last 5 years > ~10% give or take). decent results so far. I think the transformation of the Japanese stock market is for real and likely drive better ROE which drives higher valuations.
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