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AltayCap's avatar

Lots of cheap chemical companies in Japan! Many net nets. I own 4627 from your list. Don't expect to get rich owning it, but it's too darn cheap.

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Quipus Capital's avatar

Same on my end, not expecting them to do anything impressive, but I like that they provide downside protection, some growth, a small dividend, PLUS the optionality to maybe reprice. It's not a super return, but the risk/reward is good.

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