#  @CacheThatCheque CTC CTC posts on X about japan, stocks, money, debt the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::774854533277102080/interactions)  - [--] Week [---------] +136% - [--] Month [---------] -32% - [--] Months [----------] -78% - [--] Year [-----------] -41% ### Mentions: [--] [#](/creator/twitter::774854533277102080/posts_active)  - [--] Week [--] -35% - [--] Month [---] -3.90% - [--] Months [---] +130% - [--] Year [-----] +184% ### Followers: [------] [#](/creator/twitter::774854533277102080/followers)  - [--] Week [------] +3.50% - [--] Month [------] +6.40% - [--] Months [------] +19% - [--] Year [------] +32% ### CreatorRank: [-------] [#](/creator/twitter::774854533277102080/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [celebrities](/list/celebrities) [fashion brands](/list/fashion-brands) **Social topic influence** [japan](/topic/japan) #2456, [stocks](/topic/stocks), [money](/topic/money), [debt](/topic/debt) #1665, [dividend](/topic/dividend) #178, [mitsubishi](/topic/mitsubishi) #95, [in the](/topic/in-the), [$8306t](/topic/$8306t) #95, [$8058t](/topic/$8058t) #95, [tokyo](/topic/tokyo) **Top accounts mentioned or mentioned by** [@callistoroll](/creator/undefined) [@altaycapital](/creator/undefined) [@eddizinh0](/creator/undefined) [@stongerzeros](/creator/undefined) [@airkatakana](/creator/undefined) [@milkmaniac](/creator/undefined) [@oliverjia1014](/creator/undefined) [@investbg](/creator/undefined) [@valueinvestjpn](/creator/undefined) [@theshoguntyo](/creator/undefined) [@eamahon](/creator/undefined) [@gearoidreidy](/creator/undefined) [@ponzutrader](/creator/undefined) [@rhedak1](/creator/undefined) [@latlonging](/creator/undefined) [@malakhelsing](/creator/undefined) [@bungholeitis](/creator/undefined) [@annask47](/creator/undefined) [@willschoebs](/creator/undefined) [@mikefritzell](/creator/undefined) **Top assets mentioned** [British American Tobacco (BTI)](/topic/$bti) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Stonks (STNK)](/topic/stonks) [Boomer (BOOMER)](/topic/boomer) [Costco Wholesale Corporation (COST)](/topic/costco) ### Top Social Posts Top posts by engagements in the last [--] hours "YESTERDAY: DOW and SP500 reach all time highs. This bull market is incredible The economy is in great shape TODAY: DOW and SP500 slide down a few points to the previous all time high. DEAR GOD THE ECONOMY IS COLLAPSING WE NEED THE FED" [X Link](https://x.com/CacheThatCheque/status/1228091966698610688) 2020-02-13T23:01Z [----] followers, [--] engagements "Dear US economy thank you for the amazing jobs report the stimulus package and the new bull market" [X Link](https://x.com/CacheThatCheque/status/1269048138645467137) 2020-06-05T23:27Z [----] followers, [--] engagements "Kiritani-san introduces [--] of his favorite yutai (shareholder gift) stocks in the Dec. issue of Diamond Zai. The first is Studio Alice(2305) which gives out free photo coupons if you buy [---] shares. The second is Noevir Holdings(4928) which hands out a free yearly skin care set" [X Link](https://x.com/CacheThatCheque/status/1330040943060398081) 2020-11-21T06:50Z [----] followers, [--] engagements "If you invest in a world index fund or 401k you likely have some allocation to Japanese stocks. In total Japanese stocks make up 8% of the MSCI World index though most investors are likely underweight Japan" [X Link](https://x.com/CacheThatCheque/status/1331603893634035713) 2020-11-25T14:21Z [----] followers, [--] engagements "If you are new to investing and have a small amount of money passive index ETF will be best for broad exposure to the stock market. My favorite one-size-fits-all ETF is VT which is the world stock market. Can't do much wrong investing in the entire world over the long term" [X Link](https://x.com/CacheThatCheque/status/1335952395440803841) 2020-12-07T14:20Z [----] followers, [--] engagements "Japan hasnt nationalized its stock market any more than anywhere else. The BoJ owns about 6% of the market. In the US the Fed buys corporate bonds junk bonds and does the same massive stimulus. Most state public pensions in the US now are also invested in the stock market" [X Link](https://x.com/CacheThatCheque/status/1336988215790555136) 2020-12-10T10:56Z [----] followers, [--] engagements "Japan's large caps are flush with net cash. Japan's top [--] most net cash rich companies: [--]. Nintendo(7974) and [--]. Shin-Etsu Chemical(4036) with over [---] bn yen each in cash reserves. Other notable mentions: [--]. SMC(6273) [--]. Keyence(6861) [--]. Fanuc(6954) with over [---] bn yen each" [X Link](https://x.com/CacheThatCheque/status/1342660504628543489) 2020-12-26T02:36Z [----] followers, [--] engagements "Japan's retail investors have home bias just like investors in other countries. 96.1% of Japanese investors who held individual stocks (not mutual funds) held domestic equities while only 8.4% held foreign stocks. Global diversification is important for long term investing" [X Link](https://x.com/CacheThatCheque/status/1346094922265317379) 2021-01-04T14:03Z [----] followers, [--] engagements "As I've gotten many questions about different Japanese dividend stocks I thought that I would write a thread on one of Japan's trading companies Itochu(8001). About Itochu: It's Japans largest trading company and recently surpassed Mitsubishi Corp(8058) in market cap last yr" [X Link](https://x.com/CacheThatCheque/status/1346732097008934912) 2021-01-06T08:15Z [----] followers, [---] engagements "2021 will be a good year for dividends with payouts totaling $1.78 trillion. Global dividend growth will come heavily from the Asia Pacific region with a forecast haul of $580 billion in payouts. https://ihsmarkit.com/research-analysis/seven-key-dividend-forecasts-for-2021.htmlsource=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link https://ihsmarkit.com/research-analysis/seven-key-dividend-forecasts-for-2021.htmlsource=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link" [X Link](https://x.com/CacheThatCheque/status/1352128113451257857) 2021-01-21T05:37Z [----] followers, [--] engagements "Was at the posit office and they had some flyers up for their fixed time deposit accounts. Asked for a copy and they just printed this out from their webpage. The [--] year interest rate for a fixed time deposit account is 0.002%. Will use this as scrap paper when I get home" [X Link](https://x.com/CacheThatCheque/status/1363687129436459008) 2021-02-22T03:08Z [----] followers, [--] engagements "The BOJ owns 7% of Japans stock market and sits on $132bn in unrealized gains. The BOJ says it may cut down on its buying but there are no plans to sell any of its holdings. Some say the BOJ could sell gains and fund innovation projects or give away its ETFs to retail investors" [X Link](https://x.com/CacheThatCheque/status/1370147575370706945) 2021-03-11T23:00Z [----] followers, [--] engagements "This could potentially be huge for Japan small cap value. Hordes of illiquid small caps could see giant market moves faster than the flick of a light switch π° @bauhiniacapital I'm gonna suggest this means that on big BOJ buying days on a big dip under the new regime the pressure moves not to Softbank and Fast Retailing and Familymart (then now taken over) but to a mass of illiquid tiny caps. @bauhiniacapital I'm gonna suggest this means that on big BOJ buying days on a big dip under the new regime the pressure moves not to Softbank and Fast Retailing and Familymart (then now taken over) but" [X Link](https://x.com/CacheThatCheque/status/1372816102779064320) 2021-03-19T07:43Z [----] followers, [--] engagements "Nichii Gakkan last year and perhaps Toshiba next - Japanese companies are being picked up as buyouts by private equity" [X Link](https://x.com/CacheThatCheque/status/1384638010902204419) 2021-04-20T22:40Z [----] followers, [--] engagements "JT(2914) had a strong quarter earnings report this week with profits up over 30% from the previous year. While domestic sales have been flat and stable strong sales and margins in international markets have been behind the growth. Management has set a 75% dividend payout ratio" [X Link](https://x.com/CacheThatCheque/status/1388663574160056321) 2021-05-02T01:16Z [----] followers, [--] engagements "Japan's GPIF is 50% invested in equities and while it owns about 6% of the total Japan stock market it still owns over 10% of the shares in over [--] different companies. Among them are major large cap names like Mitsui Sumitomo(8316) Resona(8308) Sompo(8630) and Marubeni(8002)" [X Link](https://x.com/CacheThatCheque/status/1389010441414725635) 2021-05-03T00:14Z [----] followers, [--] engagements "Japan's top [--] richest people aren't even that rich. Only Masayoshi Son (#1 Softbank) Tadashi Yanai (#2 Fast Retailing) and Takemitsu Takazaki(#3 Keyence) break the over [--] trillion club which is just around only 9bn USD" [X Link](https://x.com/CacheThatCheque/status/1389369902071308295) 2021-05-04T00:02Z [----] followers, [--] engagements "Japanese trading conglomerate Marubeni(8002) has crushed the sp500 and Nikkei this past year. Marubeni runs a big agribusiness and agriculture commodities have been surging this year. Marubeni also has big stakes in energy but recently has also diversified into renewables" [X Link](https://x.com/CacheThatCheque/status/1390800143197249537) 2021-05-07T22:46Z [----] followers, [--] engagements "Kyoto's rise in real estate prices and as a destination for the wealthy (both in Japan and abroad) to purchase a 2nd home has continued unabated even during Covid. Kyoto is popular for its historical sights and easy access to nature. https://news.yahoo.co.jp/articles/030a2586219cc8f5fc9bff370190f49773dcc124page=1 https://news.yahoo.co.jp/articles/030a2586219cc8f5fc9bff370190f49773dcc124page=1" [X Link](https://x.com/CacheThatCheque/status/1390808488582934528) 2021-05-07T23:19Z [----] followers, [--] engagements "If youre comfortable with your risk profile investing can be relatively stress free. I own a combination of index funds and value stocks locked in at bottom prices. Inactivity is fine: I can just do nothing while I sit on my ass collect dividends and watch my money compound" [X Link](https://x.com/CacheThatCheque/status/1414718347095117827) 2021-07-12T22:48Z [----] followers, [--] engagements "My Shinsei Bank card stopped working. Freaking worst piece of shit bank in Japan. The only reason I keep using them is because I am a lazy ass and cant be bothered to change all my auto deposits and withdrawals" [X Link](https://x.com/CacheThatCheque/status/1415444477003534338) 2021-07-14T22:53Z [----] followers, [--] engagements "And there it is: Japans first gold medal of the Olympics" [X Link](https://x.com/CacheThatCheque/status/1418885300663701504) 2021-07-24T10:46Z [----] followers, [--] engagements "Me whenever I hear the government wants to tax unrealized gains" [X Link](https://x.com/CacheThatCheque/status/1456557789937946627) 2021-11-05T09:43Z [----] followers, [--] engagements "Mitsubishi Corp raising its dividend by 6% this year from [---] yen a share. Buffett enjoying his Mitsubishi dividend payout today" [X Link](https://x.com/CacheThatCheque/status/1465988481789079554) 2021-12-01T10:17Z [----] followers, [--] engagements "My brother back in the US lives in a East Coast suburb making 90K year and tells me he lives pay check to pay check after paying for his mortgage car payment insurance gasoline kids day care fees and living expenses. Boggles my mind as 90K in Japan would be comfortable" [X Link](https://x.com/CacheThatCheque/status/1488112194382602240) 2022-01-31T11:29Z [----] followers, [--] engagements "Never say never but it seems highly unlikely Japan would ever experience a full scale invasion similar to Ukraine. Unlike Ukraine Japan is mostly mountainous with few natural resources (aside from plentiful forests and water) with US military bases and a US security treaty" [X Link](https://x.com/CacheThatCheque/status/1503207082111418368) 2022-03-14T03:11Z [----] followers, [--] engagements "Japans military is also modernized and while constitutionally restricted has seen its military spending (well self defense force) reach record highs https://asia.nikkei.com/Politics/Japan-s-5-year-defense-budget-to-hit-record-264bn https://asia.nikkei.com/Politics/Japan-s-5-year-defense-budget-to-hit-record-264bn" [X Link](https://x.com/CacheThatCheque/status/1503207084346986499) 2022-03-14T03:11Z [----] followers, [--] engagements "There are [----] publicly traded companies in Japan. Of course you dont need to own all of them to make a good portfolio but even a few could be worth it. Worth pointing out that Japan is still the worlds 2nd biggest equity market after the US https://www.jpx.co.jp/listing/co/index.html https://www.jpx.co.jp/listing/co/index.html" [X Link](https://x.com/CacheThatCheque/status/1525407634299699200) 2022-05-14T09:28Z [----] followers, [--] engagements "Love being a home owner which unlike in other countries isnt a pipe dream here in Japan. Japan real estate prices outside prime downtown areas flat and interest rates low" [X Link](https://x.com/CacheThatCheque/status/1536475096197779463) 2022-06-13T22:26Z [----] followers, [---] engagements "How cheap is Japanese Yen right now Japan now cheaper than Vietnam Pakistan and Mexico on the Big Mac Index" [X Link](https://x.com/CacheThatCheque/status/1577057600515866624) 2022-10-03T22:06Z [----] followers, [---] engagements "Did my last buy for [----] and added Sakai Chemical to my portfolio. "Boring" chemical company with a [--] p/e ratio 5% and rising dividend yield stable sales that is expanding into Vietnam Thailand and Indonesia. On sale for 1/3 book value. Just getting cheaper and cheaper" [X Link](https://x.com/anyuser/status/1606460260189114369) 2022-12-24T01:22Z 11.4K followers, 92.3K engagements "Theres lots of things to look for before I decide to buy a new stock but [--] things I always like to check for: [--]. Was the company cash flow positive in [----] [--]. Was the company cash flow positive in [----] [--]. Is the company raising its dividend If yes to all [--] a good sign" [X Link](https://x.com/CacheThatCheque/status/1663828715074387974) 2023-05-31T08:44Z [----] followers, [----] engagements "@stockwatcher22 Ive seen a segment about this on TV here and I think its like one academic here who actually believes it and keeps writing about it" [X Link](https://x.com/CacheThatCheque/status/1679021897189834752) 2023-07-12T06:56Z [----] followers, [---] engagements "Yes Im bullish Japan. I think Japan will continue to be good at what it does: making money and being a stable alternative to China (while also being a reliable China-US intermediary and broker) with top class infrastructure and access to other growing Asian developing markets" [X Link](https://x.com/CacheThatCheque/status/1679039952137650176) 2023-07-12T08:31Z [----] followers, [----] engagements "I read a post recently on Reddit about a foreigner lamenting about how Japan feels like a sinking ship but then I see news like this and think If Japan is a sinking ship then what is this" [X Link](https://x.com/CacheThatCheque/status/1683679937809780736) 2023-07-25T03:25Z [----] followers, 33.9K engagements "This is the best FamilyMart layout ever" [X Link](https://x.com/anyuser/status/1686553116160962560) 2023-08-02T01:42Z 11.4K followers, 18K engagements "Not sure why Russia a country with a 70% divorce rate and rampant alcoholism and infidelity is seen as bastion of Christian values by many US conservatives. Reminds me of how so many conservatives profess admiration for a Based and zero immigration Japan when its hardly true" [X Link](https://x.com/CacheThatCheque/status/1689599376732352512) 2023-08-10T11:27Z [----] followers, 25.3K engagements "I use Asahi Kasei products daily in my household but alas my investment in the company has basically given me zero return aside from its meager dividend" [X Link](https://x.com/CacheThatCheque/status/1691343230896623616) 2023-08-15T06:57Z [----] followers, [----] engagements "God damn this is accurate. Also lots of scammers and bots. So glad I am married now and out of this scene" [X Link](https://x.com/CacheThatCheque/status/1691353561178009600) 2023-08-15T07:38Z [----] followers, [----] engagements "Why America has a 40% obesity rate in one photo: huge amounts of sugar in everything. Many Japanese tell me they dislike many American snacks as they are too sweet and they may be on to something: the obesity rate in Japan is under 4%. A 7-Eleven Double Gulp of Mountain Dew (50 ounces of soda or about [---] liters) has [---] grams of sugar. It contains [--] cup of sugar or about [--] sugar cubes. https://t.co/7jp336ygMb A 7-Eleven Double Gulp of Mountain Dew (50 ounces of soda or about [---] liters) has [---] grams of sugar. It contains [--] cup of sugar or about [--] sugar cubes. https://t.co/7jp336ygMb" [X Link](https://x.com/anyuser/status/1691368423610363905) 2023-08-15T08:37Z 11.4K followers, 52K engagements "Loving the typical sound of Japanese summer from the steps of a shrine" [X Link](https://x.com/CacheThatCheque/status/1692456173449117833) 2023-08-18T08:39Z [----] followers, [----] engagements "Celebrating [---] days of my 2nd born. Lots of gains and dividend raises in the Japanese market this year. Life is good" [X Link](https://x.com/CacheThatCheque/status/1696092672669397333) 2023-08-28T09:29Z [----] followers, 10.9K engagements "South Koreas retail investors are now buying record amounts of Japanese stocks. Cheap yen and interest in the Japanese market after Buffett are behind the surge. So many Korean tourists everywhere in Japan now some areas feel like new Koreatowns" [X Link](https://x.com/CacheThatCheque/status/1697438159473360934) 2023-09-01T02:36Z [----] followers, [----] engagements "Nikkei up an impressive 27% this year. While buying an index fund is *usually* the most efficient way to invest my feeling is that the Japanese market is still great for investors who hunt and stock pick in the small cap space. Still so many cheap stocks with potential upside" [X Link](https://x.com/CacheThatCheque/status/1697456038155546775) 2023-09-01T03:47Z [----] followers, [---] engagements "The high median household income in the US masks over the student loan debt burden stagnant wages and high rent and housing prices that affect many workers in the US. Japan has low crime affordable health care and housing and efficient infrastructure. Hardly a failure Nobody wants to admit what an economic failure Japan has been over the last several decades. No wage growth in [--] years. Japan median household income is $29K a year compared to just under $71K in the US. Asian Americans make $100K a year. https://t.co/U6ynWktzEi https://t.co/2AtYQwvBww Nobody wants to admit what an economic" [X Link](https://x.com/CacheThatCheque/status/1698154203871682910) 2023-09-03T02:01Z [----] followers, 19.4K engagements "Also: no gun violence police shootings opioid addiction epidemic culture wars rioting high political polarization and issues with looting at retailers in Japan. I guess I earn less money in Japan compared to the US but I prefer my lower cost of living and lifestyle here" [X Link](https://x.com/CacheThatCheque/status/1698158131673759932) 2023-09-03T02:17Z [----] followers, [----] engagements "Met up with a Taiwanese friend here the other day and he shared with me an interesting hack: for stocks that give out shareholder perks for [---] shares he buys [---] shares each for himself and his [--] kids in their own NISA accounts. This way he can collect the same gift [--] times" [X Link](https://x.com/CacheThatCheque/status/1699634831611908325) 2023-09-07T04:04Z [----] followers, 19.8K engagements "A hopes and dreams visa and job working with anime Some broke weeb living in mamas basement would happily take this job (though they will likely π₯ out within [--] months). The only silver lining to this ad is that the Japanese people also working there probably make even less" [X Link](https://x.com/CacheThatCheque/status/1701870535846859017) 2023-09-13T08:08Z [----] followers, [--] engagements "@Quantum_Sport Yep likely better than other companies in the industry. Despite the angry comments there are also many posts from people interested in the job" [X Link](https://x.com/CacheThatCheque/status/1701876318860915106) 2023-09-13T08:31Z [----] followers, [---] engagements "Interesting write up recently from Toyo Keizai about the influx of rich Chinese into Tokyo A few key takeaways from the article: [--]. Since [----] over [-----] Chinese with assets of over 1m USD have left China. Many are coming to Japan. Japan is easy to enter https://toyokeizai.net/articles/-/696567 https://toyokeizai.net/articles/-/696567" [X Link](https://x.com/anyuser/status/1702341136281661620) 2023-09-14T15:18Z 11.4K followers, 151.9K engagements "Also: [--]. Tokyo has many English international schools [--]. New high class tower mansions in prime areas of Tokyo are seen as cheap (article says they are 40% cheaper than similar property in Beijing/Shanghai and in some new buildings now over 20% of residents are Chinese)" [X Link](https://x.com/CacheThatCheque/status/1702341140106936691) 2023-09-14T15:18Z [----] followers, [----] engagements "7. China's rich want to leave: since zero covid and the Russia/Ukraine conflict there is a worry that a future conflict in Taiwan will shut all of China's borders so it's important to leave soon. While many prefer the U.S. or Singapore Japan is closer and easier for visas" [X Link](https://x.com/CacheThatCheque/status/1702341142078255419) 2023-09-14T15:18Z [----] followers, [--] engagements "8. Tokyo is comfortable for Chinese. Since [----] Tokyo's Chinese population has grown by double digit percentages in a majority of Tokyo's [--] wards. There is also a big online network and support system for Chinese living in Tokyo. Japan's Chinese population grew by 60k in 6yrs" [X Link](https://x.com/CacheThatCheque/status/1702341144015983053) 2023-09-14T15:18Z [----] followers, [--] engagements "Other tidbits: [--]. There are Chinese jukus in Japan marketed towards Chinese so that they can study and pass exams for Japan's high schools and universities [--]. There are Chinese who grow vegetables in rural parts of Japan who sell their produce online to other Chinese in Japan" [X Link](https://x.com/CacheThatCheque/status/1702341146096414946) 2023-09-14T15:18Z [----] followers, [----] engagements "So many Japanese stocks have seen huge gains this year. Is the market overheated now No idea but on a dollar basis many Japanese stocks still look pretty cheap and foreigners are becoming major shareholders in the Japanese market" [X Link](https://x.com/CacheThatCheque/status/1703988653566115888) 2023-09-19T04:25Z [----] followers, [----] engagements "Up over 60% ytd on this boring warehouse company (which also happens to be the only publicly listed company in Japan with the namesake "Shibusawa" Japan's father of modern capitalism). Company raising its dividend steadily and has lots of latent real estate assets" [X Link](https://x.com/CacheThatCheque/status/1703990715469140420) 2023-09-19T04:33Z [----] followers, [----] engagements "Japanese live about [--] years longer than Americans. This is in spite of all the sodium and carbs in the Japanese diet higher smoking rates and easy 24/7 access to booze everywhere in convenience stores. Affordable healthcare walkable cities and smaller food portions all help" [X Link](https://x.com/CacheThatCheque/status/1704373262137070052) 2023-09-20T05:53Z [----] followers, 23.6K engagements "While 10% of Japanese are over [--] a record [----] million elderly people held jobs. I actually think Japans pension system will be ok: many older Japanese are accustomed to working and Japan will learn to utilize its seniors workforce well" [X Link](https://x.com/CacheThatCheque/status/1704648128253796530) 2023-09-21T00:05Z [----] followers, [--] engagements "McDonalds (and other fast food restaurants) in Japan all have a clean family image and atmosphere. At McDonalds and other fast food restaurants in the US Ive seen filthy bathrooms loitering from bums and drug addicts and rude and loud customers and staff. Very different" [X Link](https://x.com/CacheThatCheque/status/1705137881151582596) 2023-09-22T08:32Z [----] followers, [----] engagements "All this fuss about Japanese McDonalds lately on the interwebs but lets just take a minute to think again about how great a value it is to eat at McDonalds in Japan. A Big Mac in Japan is among the cheapest Big Macs in the world" [X Link](https://x.com/CacheThatCheque/status/1705725017571676267) 2023-09-23T23:25Z [----] followers, [---] engagements "@CompounderGuy Prices have gone up but mortgage rates are still low and fuel costs partly mitigated by use of public transit compared to other countries" [X Link](https://x.com/CacheThatCheque/status/1705851378902659280) 2023-09-24T07:47Z [----] followers, [---] engagements "Up 50% ytd on another boring Japan stock not bad. Under 100m USD market cap high inside ownership and an increasing dividend are my favorite kind of companies" [X Link](https://x.com/CacheThatCheque/status/1706897944853856330) 2023-09-27T05:05Z [----] followers, 12.9K engagements "Also true in China and Korea" [X Link](https://x.com/CacheThatCheque/status/1706968016171450519) 2023-09-27T09:44Z [----] followers, [----] engagements "Many of Japans conglomerates are basically sitting on huge real estate holdings on land that was acquired during the Meiji period for basically nothing. Another example is Mitsubishi Estate which owns most of the Marunouchi area where many of Japans majors have head offices" [X Link](https://x.com/CacheThatCheque/status/1706978353616761030) 2023-09-27T10:25Z [----] followers, 20.9K engagements "This is really relevant for many Japanese department store companies. Though inbound sales from tourists have helped sales have generally been on the decline. Department store companies with valuable land in downtown areas may end up reorienting as real estate companies" [X Link](https://x.com/CacheThatCheque/status/1707278676931625409) 2023-09-28T06:18Z [----] followers, [----] engagements "I ran away to North Korea and then got deported is going to be a very unique line on the resume" [X Link](https://x.com/CacheThatCheque/status/1707558650150277343) 2023-09-29T00:51Z [----] followers, [----] engagements "When I first came to Japan I regularly ate lunch at a local joint that was packed and served a fantastic set of rice chicken salad and soup for just one coin (500) While its hard to find many one coin lunch places these days you can still eat like a champ for 700-1200" [X Link](https://x.com/CacheThatCheque/status/1709143406122070205) 2023-10-03T09:48Z [----] followers, 12.5K engagements "The Big Mac Index was featured on TBS [--] News last night as part of a segment on Japans cheap prices. Japan is now cheaper than South Korea Thailand China and Romania on the Big Mac Index" [X Link](https://x.com/anyuser/status/1709728337931690312) 2023-10-05T00:32Z 11.4K followers, 65.9K engagements "Foreign investment in Japanese real estate surging this year. Japanese real estate stocks cuisine and travel are all great value and the world has noticed" [X Link](https://x.com/anyuser/status/1709897205681975754) 2023-10-05T11:43Z [--] followers, [----] engagements "@mrjeffu So basically hes saying make coffee at home sec" [X Link](https://x.com/CacheThatCheque/status/1714474583347122527) 2023-10-18T02:52Z [----] followers, [----] engagements "Back in the US now for [--] weeks. Met up with many old friends here and the common theme among many of them so far has been Cost of housing and rent is expensive and after paying for housing healthcare car insurance and living expenses its hard to save much" [X Link](https://x.com/CacheThatCheque/status/1719352383593988493) 2023-10-31T13:55Z [----] followers, 19.7K engagements "Yen hovering at 140-150 yen per dollar could very well end up being the new normal for awhile. Not so bad for companies with majority overseas sales like Japan Tobacco though which is up 44% ytd. Companies with like JT and Toyota seem like decent options hedge the weak yen" [X Link](https://x.com/CacheThatCheque/status/1726343614249529424) 2023-11-19T20:56Z [----] followers, 20.9K engagements "Hows the weak yen affecting the typical Japanese person these days Some price increases at the supermarket but for the most part not hugely noticeable in daily life. Trips abroad are insanely expensive now though which will keep most Japanese traveling domestically for now" [X Link](https://x.com/CacheThatCheque/status/1726345422258811042) 2023-11-19T21:03Z [----] followers, [---] engagements "Purely anecdotal but it does seem that many people that I personally know here have opened up ideco and NISA accounts lately. Truth is that with such flat and crap wages and zero interest rates investing is the only real way to grow your assets in Japan" [X Link](https://x.com/CacheThatCheque/status/1730016191811551457) 2023-11-30T00:09Z [----] followers, [----] engagements "@investBG I also think JPY will strengthen and is at the bottom now" [X Link](https://x.com/CacheThatCheque/status/1730025381590417800) 2023-11-30T00:46Z [----] followers, [---] engagements "Interesting company that Ive also found in screens. While I like micro caps I gave this one a pass. profitable but I prefer to see more consistent dividend growth. Under 100m micro cap consistent dividend growth below book and high inside ownership is my favorite Tiny position in this nanocap $10.7m mcap net net Asaka Industrial (TYO 5962). They were the first company to "commercialize shovels" in Japan in [----]. Usual cheapness. [----] m2 of land carried at $9500 usd value. 0.4x book. I own mostly as a novelty (900 shares) + 2.6% dividend https://t.co/ku2wk0qdBh Tiny position in this nanocap" [X Link](https://x.com/CacheThatCheque/status/1730028532640915601) 2023-11-30T00:58Z [----] followers, [----] engagements "@BWSFOS He can keep the sbi index fund but he should definitely be also maxing out a tax advantaged ideco account" [X Link](https://x.com/CacheThatCheque/status/1730045510395023465) 2023-11-30T02:06Z [----] followers, [---] engagements "@winterwoman112 Theres always risk but setting up automatic contributions into a world index fund for 20-30 years seems like a good way. Invest in the whole world and chill for 20-30 years" [X Link](https://x.com/CacheThatCheque/status/1730048992191598943) 2023-11-30T02:19Z [----] followers, [---] engagements "@vanhelixa If youre not sure what to what to invest just open a brokerage account and auto contribute every month into a world index fund" [X Link](https://x.com/CacheThatCheque/status/1730175392294879688) 2023-11-30T10:42Z [----] followers, [--] engagements "December is a big month for dividends in Japan. I now collect a bit more than the equivalent of an extra months salary per a year in dividends. Feels great watching my path to financial independence grow before my eyes" [X Link](https://x.com/CacheThatCheque/status/1730428596681117991) 2023-12-01T03:28Z [----] followers, 16.3K engagements "Sounds bizarre but the rights to a lot of old Japanese entertainment content (films anime/manga video games etc) is often closely guarded by Japanese production companies who paradoxically often seem uninterested in making them accessible to a wider audience" [X Link](https://x.com/CacheThatCheque/status/1730753157691765090) 2023-12-02T00:58Z [----] followers, 12.3K engagements "Nepali run Indian restaurants are everywhere here. Nepali dream in Japan is opening a small Indian restaurant in front of a local train station. They all pretty much taste the same but I love the cheese nan and butter chicken. Tried Indian food in the US recently and it sucked" [X Link](https://x.com/CacheThatCheque/status/1730923026383077543) 2023-12-02T12:13Z [----] followers, 23.3K engagements "A coworker I know here needed to get heart surgery done on their kid. Kid spent [--] days in the hospital for the surgery (which was a success) and the bill was under $10" [X Link](https://x.com/CacheThatCheque/status/1731180732972949742) 2023-12-03T05:17Z [----] followers, 23.8K engagements "Another coworker of mine here had cancer that was detected early and treated (at low cost) thanks to Japans obligatory annual health checks (paid for by employers). He credits the Japanese health care system for saving his life" [X Link](https://x.com/CacheThatCheque/status/1731180735149879377) 2023-12-03T05:17Z [----] followers, [----] engagements "The yen feels like a SE Asian currency these days. Still Japan is safe clean has great food and great transport. Id settle for that though. Im happy healthy and am grateful for my situation. I consider myself lucky. Many things to enjoy and be grateful for here" [X Link](https://x.com/CacheThatCheque/status/1731918273657327923) 2023-12-05T06:07Z [----] followers, 16.3K engagements "Great post and reminder that you shouldnt try timing the market. Whatever your strategy is its important to stick with it throughout the ups and downs. If your focus is on generating dividend income comparing yourself to an index is largely unimportant" [X Link](https://x.com/CacheThatCheque/status/1732761330375913728) 2023-12-07T13:57Z [----] followers, [----] engagements "For my purpose: I run [--] different portfolio strategies.One portfolio is 100% index funds (SP500 and all country) while the other is a 100% Japan value and dividend growth investing approach. I dont pay attention to which is performing better I just keep moving on the course" [X Link](https://x.com/CacheThatCheque/status/1732763381126365523) 2023-12-07T14:05Z [----] followers, [---] engagements "Godzilla Minus One Is Now the Biggest Live-Action Japanese Film in U.S. Box Office History Will be a nice bump for Toho (9602)" [X Link](https://x.com/CacheThatCheque/status/1733268480819085392) 2023-12-08T23:33Z [----] followers, [----] engagements "This past year nearly everything Ive bought has seen sizable gains. Felt like pushing a buy button that would just make money appear out of nowhere. Many bargain stocks in Japan still though it doesnt feel as obvious as compared to a year ago. Cheap but not always worthwhile" [X Link](https://x.com/CacheThatCheque/status/1734036375530594434) 2023-12-11T02:24Z [----] followers, [----] engagements "@taobanker Net cash and stock at its [--] week low. Was looking at it the other day" [X Link](https://x.com/CacheThatCheque/status/1734423552169037824) 2023-12-12T04:02Z [----] followers, [---] engagements "Tokyo # 155" [X Link](https://x.com/CacheThatCheque/status/1734499093949604045) 2023-12-12T09:03Z [----] followers, [----] engagements "I also make my coffee at home and invest in dividend growth stocks but I am not yet at the Toyota stage. I drive a shit used Nissan instead. I know Ill have made it when I get the Toyota π I make my coffee at home I drive a Toyota I invest in Dividend Growth Stocks every month This is my rich life I make my coffee at home I drive a Toyota I invest in Dividend Growth Stocks every month This is my rich life" [X Link](https://x.com/CacheThatCheque/status/1736884444894785924) 2023-12-18T23:01Z [----] followers, [----] engagements "Cheap yen is the new normal.Though great if you have investments and access to dollars going abroad will increasingly become a luxury for most Japanese" [X Link](https://x.com/CacheThatCheque/status/1736966159264890941) 2023-12-19T04:26Z [----] followers, [----] engagements "@GaurabNakarmi Yes I already contribute to NISA and ideco every month and will continue doing so next year" [X Link](https://x.com/CacheThatCheque/status/1741361228734423218) 2023-12-31T07:30Z [----] followers, [---] engagements "An interesting thing about Japan is that while there are many millionaires there are few billionaires" [X Link](https://x.com/CacheThatCheque/status/1741366266991149468) 2023-12-31T07:50Z [----] followers, 12.3K engagements "@willschoebs While I am sure there is some of that in general my feeling is that Japan has fewer extremely wealthy individuals compared to other countries" [X Link](https://x.com/CacheThatCheque/status/1741391222609228022) 2023-12-31T09:29Z [----] followers, [---] engagements "Anecdotally it does seem that many people in the U.S. Ive talked to seem enamored with the idea of visiting or living in Japan. Very interesting that The Pacific War is largely gone from the memory of most Americans and now replaced by Japans cultural soft power Where people want to move to: USA - Japan Russia - USA Mexico - Canada Brazil - Portugal Portugal - Netherlands Netherlands - Spain Spain - France France - Canada Canada - Japan Japan - UK Indonesia - Where people want to move to: USA - Japan Russia - USA Mexico - Canada Brazil - Portugal Portugal - Netherlands " [X Link](https://x.com/CacheThatCheque/status/1741892040202559832) 2024-01-01T18:39Z [----] followers, 20.1K engagements "Likewise also true for many in South East Asia like Thailand and Indonesia" [X Link](https://x.com/CacheThatCheque/status/1741892460119462229) 2024-01-01T18:41Z [----] followers, [----] engagements "Update on Kiritani-san who appeared on the recent New Years special of Yofukashi sporting a beard. He now has a portfolio of [----] stocks and [---] million yen and rarely gets to use any of the dividends he collects from his portfolio because of all his free shareholder gifts America has Warren Buffett but Japan's most famous investor is 71-year-old Kiritani who has a portfolio of over [---] stocks totaling over [---] million yen. He does not own a car and rides around everywhere in his bicycle. He's also known for his love of shareholder perks. /1 https://t.co/7ABblvInNS America has Warren Buffett" [X Link](https://x.com/CacheThatCheque/status/1742371665051599010) 2024-01-03T02:25Z [----] followers, 29.4K engagements "My wife this morning if that plane caught fire in America everyone would have died or been trampled and thered be footage of it already all over twitter" [X Link](https://x.com/anyuser/status/1742372511508312351) 2024-01-03T02:29Z 11.4K followers, 46.8K engagements "@MikeFritzell But likely true no" [X Link](https://x.com/anyuser/status/1742396398321205627) 2024-01-03T04:04Z [--] followers, [----] engagements "Investing philosophy in a nutshell: buy Japanese boomer stocks. This philosophy led me to buying Itochu one of my first Japanese stocks and a reliable winner with consistent dividend raises and buybacks" [X Link](https://x.com/anyuser/status/1742828671403184331) 2024-01-04T08:41Z 11.4K followers, 78.6K engagements "2023 was a good year. What if the market crashes in [----] Simple answer: I buy all my same stocks again at fire sale prices" [X Link](https://x.com/CacheThatCheque/status/1742831036055306307) 2024-01-04T08:51Z [----] followers, 10.3K engagements "After working in a number of Japanese workplaces I came to a realization: despite all the seemingly useless expenses and meetings and employees they always seemed consistently profitable. The truth: Japan has many boring and profitable businesses that often go unnoticed Investing philosophy in a nutshell: buy Japanese boomer stocks. This philosophy led me to buying Itochu one of my first Japanese stocks and a reliable winner with consistent dividend raises and buybacks https://t.co/GeZja8OWzn Investing philosophy in a nutshell: buy Japanese boomer stocks. This philosophy led me to buying" [X Link](https://x.com/anyuser/status/1743108821579653550) 2024-01-05T03:15Z 11.4K followers, 52.2K engagements "Enter Saizeriya (7581) Japans cheap and ubiquitous Italian restaurant chain that is always packed with families and students. You may wonder how do they make a profit The truth: they dont. They make all their profits now from overseas" [X Link](https://x.com/anyuser/status/1743118753834086595) 2024-01-05T03:54Z 11.4K followers, 150.7K engagements "@ouagadougou62 There should be a way to see what you paid and the current price. Are you looking at total portfolio value only" [X Link](https://x.com/anyuser/status/1743127734120022209) 2024-01-05T04:30Z [--] followers, [---] engagements "A rookie investing mistake: dont chase yield. Before you buy a stock make sure the dividend is sustainable. Is there a stable dividend history and cash flow What is the payout ratio Is there a lot of debt Basically ARE THE BOOMERS WORKING THERE GOING TO PAY ME" [X Link](https://x.com/CacheThatCheque/status/1743431616746475529) 2024-01-06T00:37Z [----] followers, [----] engagements "Oh boy do I wish I did way more buying back in [----]. Hindsight is literally 2020" [X Link](https://x.com/CacheThatCheque/status/1744597563175784831) 2024-01-09T05:50Z [----] followers, [----] engagements "lol everyone in the comments doesnt get it. bro just got an Asian mom on max hard mode His mom has extreme household rules due to her mental health issues https://t.co/zejBoX92gj His mom has extreme household rules due to her mental health issues https://t.co/zejBoX92gj" [X Link](https://x.com/CacheThatCheque/status/1744858092612063553) 2024-01-09T23:06Z [----] followers, [----] engagements "Pinching myself to make sure I am not dreaming" [X Link](https://x.com/CacheThatCheque/status/1745253689340903812) 2024-01-11T01:17Z [----] followers, [----] engagements "No cap this is the mother of all Japanese boomer stonks @CacheThatCheque Just last week I was talking to a Japanese friend about how "just buy coca cola" is the commonplace investing advice overseas and when he asked me what the Japanese equivalent would be I said "I guess itochu." It just never disappoints @CacheThatCheque Just last week I was talking to a Japanese friend about how "just buy coca cola" is the commonplace investing advice overseas and when he asked me what the Japanese equivalent would be I said "I guess itochu." It just never disappoints" [X Link](https://x.com/CacheThatCheque/status/1745414148484366616) 2024-01-11T11:55Z [----] followers, [----] engagements "lol wtf is going on with the Nikkei How am I supposed to do any buying" [X Link](https://x.com/CacheThatCheque/status/1745602629227716710) 2024-01-12T00:24Z [----] followers, 12.8K engagements "Interesting times for Japan. Japan has world class companies with iron clad balance sheets at low valuations and heavy cash reserves while also seeing record numbers of immigrants move here. "Japan's Nikkei breaks [-----] for first time in nearly [--] years"" [X Link](https://x.com/CacheThatCheque/status/1745612536341553560) 2024-01-12T01:03Z [----] followers, 25.3K engagements "A white nationalist who speaks Japanese Not as crazy as it sounds. Ive actually met plenty of foreigners in Japan who were white nationalists as well as many who were politically very liberal. Japan has an interesting way of attracting both It is amazing watching other cultures try to interpret race in America. The fact this interview exists and was dug up is one one of the wonders of the modern internet https://t.co/4uhoXqQZjA It is amazing watching other cultures try to interpret race in America. The fact this interview exists and was dug up is one one of the wonders of the modern internet" [X Link](https://x.com/CacheThatCheque/status/1746809232677277886) 2024-01-15T08:19Z [----] followers, 26.2K engagements "Osaka Namba area feels like a foreign country now. So many gaijins everywhere with luggage speaking all kinds of languages. Conbini and restaurants everywhere staffed by gaijin. The foreign population has been increasing but Kishida is ramping up intake of immigrants big time" [X Link](https://x.com/CacheThatCheque/status/1747421790434181561) 2024-01-17T00:53Z [----] followers, 18.3K engagements "Nikkei [-----] by next month at this rate. Buy Japanese boomer stonks really going to end up being the investing mantra of this decade lol" [X Link](https://x.com/CacheThatCheque/status/1747423486270959864) 2024-01-17T00:59Z [----] followers, [----] engagements "@Longnosedfish Both. Namba (Naniwa and Chuo) are now 13% and 8% foreign residents" [X Link](https://x.com/anyuser/status/1747424459718582361) 2024-01-17T01:03Z [--] followers, [---] engagements "Never said I didnt. Though it is a traditional pastime for immigrants everywhere to shit on other immigrants that come after them π€· @CacheThatCheque And so what don't you like foreigners @CacheThatCheque And so what don't you like foreigners" [X Link](https://x.com/CacheThatCheque/status/1747460756604694853) 2024-01-17T03:28Z [----] followers, [----] engagements "@dreamtortilla Nah" [X Link](https://x.com/anyuser/status/1747469086781804559) 2024-01-17T04:01Z [--] followers, [---] engagements "It makes sense for Chinese to be buying Japanese equities. Already significant amounts of real estate in Japan being bought by Chinese" [X Link](https://x.com/anyuser/status/1748141886269968385) 2024-01-19T00:34Z [--] followers, 12.4K engagements "Nikkei [-----]. Folks its January. A few down days and people are throwing in that towel. The rally is just getting started" [X Link](https://x.com/CacheThatCheque/status/1748147755007213644) 2024-01-19T00:57Z [----] followers, [----] engagements "@kdvme I dont make predictions but I continue to believe the Japan stock market has great value" [X Link](https://x.com/CacheThatCheque/status/1748156357654818919) 2024-01-19T01:32Z [----] followers, [---] engagements "Japan often gets compared to Germany and both share similar issues. Both completely transformed from nearly [--] years ago since WWII and both will be very different over the next [--] years from now" [X Link](https://x.com/CacheThatCheque/status/1748160045622391082) 2024-01-19T01:46Z [----] followers, 12K engagements "Immigration of Chinese to Japan will continue to accelerate. Recent article from NPR follows others from Tokyo Keizai and Japan Times that have covered this trend. Affluent Chinese have been moving to Japan since the COVID lockdowns Interesting write up recently from Toyo Keizai about the influx of rich Chinese into Tokyo A few key takeaways from the article: [--]. Since [----] over [-----] Chinese with assets of over 1m USD have left China. Many are coming to Japan. Japan is easy to enter https://t.co/DGtVgRmGTT Interesting write up recently from Toyo Keizai about the influx of rich Chinese into" [X Link](https://x.com/anyuser/status/1748677310344253716) 2024-01-20T12:02Z [--] followers, [----] engagements "I love browsing through Japanese bookstores. Holding the [----] red Japan company handbook next to stacks of investing magazines featuring the new NISA" [X Link](https://x.com/CacheThatCheque/status/1748961186685792411) 2024-01-21T06:50Z [----] followers, [----] engagements "From Reddit; love stories like these Market rewards inactivity. Some of the best investors are dead or those who forgot how to access their accounts" [X Link](https://x.com/CacheThatCheque/status/1749031132296045033) 2024-01-21T11:28Z [----] followers, 109.1K engagements "@ReturnsJourney Enjoying the the rally though I am always bargain hunting" [X Link](https://x.com/CacheThatCheque/status/1749321571762835869) 2024-01-22T06:42Z [----] followers, [---] engagements "Also important to let your winners run. My largest positions have become more concentrated naturally by leaving them untouched I am a very big fan of Coffee Can Portfolios I start out very diversified with a collection of quality dividend growth stocks available at attractive prices I then sit tight do nothing and let the portfolio concentrate on its own I am a very big fan of Coffee Can Portfolios I start out very diversified with a collection of quality dividend growth stocks available at attractive prices I then sit tight do nothing and let the portfolio concentrate on its own" [X Link](https://x.com/CacheThatCheque/status/1749671716560003477) 2024-01-23T05:53Z [----] followers, [----] engagements "It's a simple thing but I always like to look at retail investor chatter about a stock before I buy it. Yahoo Japan finance board is great for this" [X Link](https://x.com/CacheThatCheque/status/1751496655374037433) 2024-01-28T06:45Z [----] followers, [----] engagements "I dont own any Japan ETFs. Japan is good as a stock pickers market The Tokyo Stock Exchange has all public companies trading at less than 1x P/B to publish a plan to raise their valuations. 44% of all Japanese cos trade at book. But if all companies were instantly to trade to [--] it would have limited impact on the largest Japanese ETFs. https://t.co/zSJLDMaMyr The Tokyo Stock Exchange has all public companies trading at less than 1x P/B to publish a plan to raise their valuations. 44% of all Japanese cos trade at book. But if all companies were instantly to trade to [--] it would have limited" [X Link](https://x.com/CacheThatCheque/status/1752505135740424549) 2024-01-31T01:32Z [----] followers, [----] engagements "First Japanese stocks I bought were the [--] Sogo shosha. Up 3-4x on all of them ever since Mr. Buffett started buying them. Part luck and timing but very unsexy and boring can be absolutely fine in a portfolio" [X Link](https://x.com/CacheThatCheque/status/1752593968255410500) 2024-01-31T07:25Z [----] followers, [----] engagements "My portfolio really grew past few years with sizable gains in [--] figures. Not enough to quit working but a good amount to ease some worries. Another [--] years of compounding and I will be well off I think to financial independence and only needing to work part time" [X Link](https://x.com/CacheThatCheque/status/1753969610171547749) 2024-02-04T02:31Z [----] followers, 17.7K engagements "@bazooooka I havent looked at my portfolio compounded rate as I consider it irrelevant but my largest position is Itochu which has turned into a nice compounder. Have over [--] other individual positions as well as vanilla ETFs" [X Link](https://x.com/CacheThatCheque/status/1754022923671855402) 2024-02-04T06:03Z [----] followers, [---] engagements "@sylvn_kr This year I will be getting about [--] months salary in passive income" [X Link](https://x.com/CacheThatCheque/status/1754025556293861643) 2024-02-04T06:14Z [----] followers, [---] engagements "@willschoebs @capitalatrisk23 No secrets and plenty of wealthier and smarter people than me out there but buying cheap boring businesses with cash flow has worked for me" [X Link](https://x.com/CacheThatCheque/status/1754089541542289688) 2024-02-04T10:28Z [----] followers, [---] engagements "Mitsubishi Corp up 10% today. Buying back up to 10% of its shares and TOB of Lawson with KDDI" [X Link](https://x.com/CacheThatCheque/status/1755035870309310778) 2024-02-07T01:08Z [----] followers, 12.6K engagements "@investBG Long term a world index fund is probably fine but one has to be ready to accept periods of volatility and uncertainty if theyre serious about investing. Some retail investors cant handle it" [X Link](https://x.com/CacheThatCheque/status/1756108613511426334) 2024-02-10T00:11Z [----] followers, [---] engagements "As the Nikkei nears its [----] all time high key differences between now and then are apparent: while in [----] Japanese companies were targets of Japan bashing and had inflated stock prices today Japans stock prices are backed by fundamentals and collaboration with U.S. companies" [X Link](https://x.com/CacheThatCheque/status/1757927322815168837) 2024-02-15T00:38Z [----] followers, [----] engagements "Jim Rogers sold all his Japanese stocks last year in November. Honestly once someone gets really rich once its ok to ignore most of what they say and do outside general investing advice. They already got theirs if youre still building yours just stay cool and keep at it https://t.co/5WmgPuAGEo https://t.co/5WmgPuAGEo" [X Link](https://x.com/CacheThatCheque/status/1758374937834963390) 2024-02-16T06:17Z [----] followers, 13.6K engagements "Japan is in a recession but the Nikkei keeps going higher because the Nikkei doesnt identify as being in a recession (pronouns: high/higher). If you disagree youre a bigot and need to make amends by buying more stock" [X Link](https://x.com/CacheThatCheque/status/1758437082253713591) 2024-02-16T10:24Z [----] followers, [----] engagements "I introduced a number of friends to investing with ideco and nisa past few years. Must have significant gains now. Building wealth slowly in the stock market is boring but it is the safest way" [X Link](https://x.com/CacheThatCheque/status/1759033746064588804) 2024-02-18T01:55Z [----] followers, [----] engagements "@dejimaresident Among retail investors maybe but foreign money will likely be happy to pile up and buy more stocks on a discount if buybacks and dividends continue at a good pace" [X Link](https://x.com/CacheThatCheque/status/1759858663525949610) 2024-02-20T08:32Z [----] followers, [--] engagements "NIKKEI JUST TOUCHED PAST THE [----] ALL TIME HIGH. HISTORY NOW" [X Link](https://x.com/CacheThatCheque/status/1760474423201800513) 2024-02-22T01:19Z [----] followers, 18.6K engagements "WE ARE SO FUCKING BACK Nikkei market cap now higher than the bubble era (and at a cheaper valuation). Buybacks and dividends at record levels. Yakuza making appearances at festivals again. Masks disappearing. Tourism booming. Companies opening up new offices and plants in Japan. We are so fucking back Nikkei market cap now higher than the bubble era (and at a cheaper valuation). Buybacks and dividends at record levels. Yakuza making appearances at festivals again. Masks disappearing. Tourism booming. Companies opening up new offices and plants in Japan. We are so fucking back" [X Link](https://x.com/CacheThatCheque/status/1760480136246493631) 2024-02-22T01:42Z [----] followers, [----] engagements "Rando fake journalists be like:" [X Link](https://x.com/CacheThatCheque/status/1761958115816456269) 2024-02-26T03:35Z [----] followers, [----] engagements "Buffett a trending topic on X today after his praise of Japans top [--] trading companies in his latest shareholders letter. All the top [--] trading companies up today" [X Link](https://x.com/CacheThatCheque/status/1761961435285053785) 2024-02-26T03:48Z [----] followers, [----] engagements "Enjoyed this interview and others on this channel. The two hosts interview a "ten bagger collector" who grew a portfolio of 2m yen and [---] stocks into [---] million yen in [--] years. His basic strategy: buy many stocks that pay dividends and hold them forever" [X Link](https://x.com/CacheThatCheque/status/1762294320319631636) 2024-02-27T01:51Z [----] followers, [----] engagements "While it's surely an oversimplification he talks about how collecting many dividend paying stocks means you can avoid selling them and just let the winners grow and grow into multibaggers. Sounds similar to Peter Lynch who had a portfolio of over [----] stocks" [X Link](https://x.com/CacheThatCheque/status/1762294322391904337) 2024-02-27T01:51Z [----] followers, [---] engagements "Ive taken paternity leave twice; [--] months each after my kids were born. Loved it. Hope it becomes more and more the norm for more dads in Asia (and all over world) to take time off to be with their children" [X Link](https://x.com/CacheThatCheque/status/1762723583405731888) 2024-02-28T06:17Z [----] followers, [----] engagements "This market is nuts. Everything on my watchlist keeps going up" [X Link](https://x.com/CacheThatCheque/status/1763382232654430586) 2024-03-01T01:54Z [----] followers, [----] engagements "@DividendGrowth Boglehead frenemy spouse π€£ So polar opposites *do* attract" [X Link](https://x.com/CacheThatCheque/status/1763714920716399094) 2024-03-01T23:56Z [----] followers, [---] engagements "Everyone makes mistakes when they start out investing. When I started I did what most people say you should do and bought plain vanilla index funds (good). Then I got the idea that I should buy a bunch of Chinese stock market ETFs. I had no idea what I was buying and lost money" [X Link](https://x.com/CacheThatCheque/status/1763857294075556011) 2024-03-02T09:22Z [----] followers, [----] engagements "Dragon Ball creator Akira Toriyama dead. RIP legend" [X Link](https://x.com/CacheThatCheque/status/1765943023157059893) 2024-03-08T03:30Z [----] followers, [----] engagements "Japans GPIF is the largest pension fund in the world with for [---] trillion yen in assets and [---] trillion yen in gains. Funny thing is that the vast majority of Japanese people Ive talked to arent even aware it exists" [X Link](https://x.com/CacheThatCheque/status/1766670680530321411) 2024-03-10T03:41Z [----] followers, 12.1K engagements "lol Nikkei taking a dump today. Nice to see some pause with stocks going up everyday at least" [X Link](https://x.com/CacheThatCheque/status/1767042258002731251) 2024-03-11T04:17Z [----] followers, [----] engagements "These two articles are just a year apart. Remember when everyone was bashing Toyota" [X Link](https://x.com/CacheThatCheque/status/1767045690663072047) 2024-03-11T04:31Z [----] followers, 16.8K engagements "Did some buying today. Why not Fundamentals still look good for many stocks. Added starter positions in Soft [--] (4464) and Odawara (6149). No debt nice margins cash rich paying out dividends. Seem fine for long term" [X Link](https://x.com/CacheThatCheque/status/1767380566763323567) 2024-03-12T02:42Z [----] followers, [----] engagements "Very interesting. Have noticed before that Silchester International has been among the major shareholders lists of many companies good morning πan interesting Japan story today. An investor that made a 1900% return mostly kept a low profile while holding Japanese stocks. Now it's embarking on a series of public demands for change. https://t.co/KJnLUfgNqu good morning πan interesting Japan story today. An investor that made a 1900% return mostly kept a low profile while holding Japanese stocks. Now it's embarking on a series of public demands for change. https://t.co/KJnLUfgNqu" [X Link](https://x.com/CacheThatCheque/status/1767710353012695431) 2024-03-13T00:32Z [----] followers, [----] engagements "I recently watched this French directed film about Onoda's [--] years of hiding in the Philippines. I'm assuming Nikkei doesn't pull a Hiroo Onoda and spend another [--] years hovering below all time highs. The Nikkei finally cracked the old high set in [----] some 34-35 years ago. Congratulations to the Japanese bulls finally being vindicated; even Hiroo Onoda gave up after [--] years. The Nikkei finally cracked the old high set in [----] some 34-35 years ago. Congratulations to the Japanese bulls finally being vindicated; even Hiroo Onoda gave up after [--] years" [X Link](https://x.com/CacheThatCheque/status/1768542084775190961) 2024-03-15T07:37Z [----] followers, [----] engagements "@W98AB There are still many other cheaper places to retire. Though I do know people that have retired here with assets after having full careers in their home countries and seem happy" [X Link](https://x.com/CacheThatCheque/status/1769211410100445193) 2024-03-17T03:57Z [----] followers, [----] engagements "Number of foreign residents in Japan growing rapidly from countries like Indonesia Myanmar and Nepal. Foreigners now projected to make up 10% of Japans population by [----] over ten years sooner than previously projected (year 2067)" [X Link](https://x.com/CacheThatCheque/status/1769554426958864417) 2024-03-18T02:40Z [----] followers, [--] engagements "Still lots of value in the Japanese market but so many no brainer solid companies paying out 3%+ yields and were 1/2 their book value a few years ago (Sogo Shosha) are now all above their book value. Still good companies but not the huge bargains they used to be" [X Link](https://x.com/CacheThatCheque/status/1769599334532944134) 2024-03-18T05:38Z [----] followers, [----] engagements "151 yen/USD lol. The good The dividends I collect in USD are great for reinvesting into my Japan stock portfolio. The bad Trips abroad are now crazy expensive and Japan is starting to feel like Thailand now with crowds of obnoxious foreign tourists at all the big tourist spots" [X Link](https://x.com/CacheThatCheque/status/1770348806867214650) 2024-03-20T07:17Z [----] followers, 26.2K engagements "@An_Design_Kyoto Have yet to go to Vietnam though Ive been to Thailand Cambodia and Laos. Very affordable but it was exhausting constantly avoiding scammers" [X Link](https://x.com/CacheThatCheque/status/1770362329668169845) 2024-03-20T08:10Z [----] followers, [---] engagements "@KetanVora4 Great if you have a source of income in dollars and you never leave Japan. Bad if dont have dollars and prices for imports rise. Good for stock and real estate prices which will likely keep going up from foreign buying but bad if Japan becomes Canada and locals cant buy homes" [X Link](https://x.com/CacheThatCheque/status/1770369002763886703) 2024-03-20T08:37Z [----] followers, [---] engagements "Backto work this week after finishing up my paternity leave. In total I was home for over [--] months with my kids. Loved the time offbut it was good to meet and chat with coworkers again. Portfolio also grew this year and I now get [--] months salary in dividends. New start" [X Link](https://x.com/CacheThatCheque/status/1775336662895308918) 2024-04-03T01:36Z [----] followers, [----] engagements "@ThePirateChip No one can predict currency movements but I hedge by running separate dollar and yen portfolios. Dont pay too much attention to gains as I focus on dividend growth. Years of over performance and underperformance is natural" [X Link](https://x.com/CacheThatCheque/status/1775339898154954911) 2024-04-03T01:49Z [----] followers, [---] engagements "Started buying Itochu when it was under [----] yen a share. My largest single position. Boring Japanese company yes but raising dividends doing buybacks and a global top class company" [X Link](https://x.com/CacheThatCheque/status/1775392892116508852) 2024-04-03T05:20Z [----] followers, [----] engagements "I own four tobacco companies: Altria BAT JT and PMI. All are good for their low capex high ROE and cash flows and dividends for their shareholders. Fine in a diversified portfolio Total Shareholder Return (TSR): Tobacco Stocks Q1 [----] in US$ Altria +10.6% $mo BAT +6.7% $bti Japan Tobacco +3.6% Imperial Brands 0% PMI -1.2% $pm PMI is the only one with negative TSR. Does the PMI Management understand the message given by the Market --- Consumer Staples https://t.co/MiP7f0eBHK Total Shareholder Return (TSR): Tobacco Stocks Q1 [----] in US$ Altria +10.6% $mo BAT +6.7% $bti Japan Tobacco +3.6%" [X Link](https://x.com/CacheThatCheque/status/1775403327502909713) 2024-04-03T06:01Z [----] followers, [----] engagements "While there are people who tout the benefits of a declining population I dont think there will be many governments willing to embrace it as fact. My guess is that pro natalist and immigration policies will be a way of life going forward in many countries including Japan Japan is now on an all out immigration binge(accepting for now 200k immigrants a year for the next five years itself an increase from the old rate of [--] - 60k) to mostly work as a blue collar labor force for its industries that need more labor. But what does Japan's pivot https://t.co/jslju9yD0f Japan is now on an all out" [X Link](https://x.com/CacheThatCheque/status/1776148701549039881) 2024-04-05T07:23Z [----] followers, [----] engagements "Oldest daughter was recently diagnosed with autism. The other day I was looking through a list of autism symptoms and it felt like many of them applied to me. Either its confirmation bias or all of finance twitter is just a little bit autistic π" [X Link](https://x.com/CacheThatCheque/status/1776446337741197521) 2024-04-06T03:06Z [----] followers, [----] engagements "lolz. No idea how long this will last but changing my dollar dividends into yen makes me feel like a fucking high roller [---] yen/USD lol. The good The dividends I collect in USD are great for reinvesting into my Japan stock portfolio. The bad Trips abroad are now crazy expensive and Japan is starting to feel like Thailand now with crowds of obnoxious foreign tourists at all the big tourist spots [---] yen/USD lol. The good The dividends I collect in USD are great for reinvesting into my Japan stock portfolio. The bad Trips abroad are now crazy expensive and Japan is starting to feel like" [X Link](https://x.com/CacheThatCheque/status/1778299299925000515) 2024-04-11T05:49Z [----] followers, [----] engagements "@ValueInvestJpn Well done. I have about [--] positions now through more or less I let the concentration happen naturally. Itochu and Mitsubishi have been nice compounders" [X Link](https://x.com/CacheThatCheque/status/1778732630336565354) 2024-04-12T10:31Z [----] followers, [---] engagements "Its unfortunate but one thing Ive learned is that many people who dont invest often seem to resent those who do. Its just one reason why I use a pseudonym" [X Link](https://x.com/CacheThatCheque/status/1779125365384122757) 2024-04-13T12:31Z [----] followers, 10.1K engagements "When stocks are at all time highs: I cant buy now stocks are expensive. When stocks are getting crushed: I cant buy now stocks keep going down. Good investing is long term. Most who try timing the market fail at it" [X Link](https://x.com/CacheThatCheque/status/1780456702594159021) 2024-04-17T04:42Z [----] followers, [----] engagements "Some people bash dividend investing but I like the constant cash flow. Regardless of whether the market is up or down I can collect passive income to use as I like: reinvest into my portfolio into new or existing positions or use the money elsewhere as I see fit" [X Link](https://x.com/CacheThatCheque/status/1780459039886827749) 2024-04-17T04:51Z [----] followers, [----] engagements "I may be biased (I am half Japanese/ half American) but I knew I wanted to live in Japan since I was [--] years old. I cant say its paradise here but for some people Japan is a fine country to live" [X Link](https://x.com/anyuser/status/1780462079574478973) 2024-04-17T05:03Z 11.4K followers, 32.4K engagements "Nikkei today" [X Link](https://x.com/CacheThatCheque/status/1781141980007088298) 2024-04-19T02:05Z [----] followers, [----] engagements "Tokyo # [--] lol (if youre wondering why theyre foreign tourists everywhere now)" [X Link](https://x.com/anyuser/status/1781465911075152044) 2024-04-19T23:32Z 11.4K followers, 58.9K engagements "Literally seeing stuff about NISA on tv everyday now it seems. Message from Japanese government is clear: get your money out the mattress and invest it" [X Link](https://x.com/CacheThatCheque/status/1781495782308556929) 2024-04-20T01:31Z [----] followers, [----] engagements "People often ask me about how to invest and I always tell them the same: if you have a 401k ideco or nisa just automate and max those out every month into an index fund. No need to pay attention to the market. Auto contribute every month for 20-30 years and youll be fine" [X Link](https://x.com/CacheThatCheque/status/1782986117157146665) 2024-04-24T04:13Z [----] followers, [----] engagements "Buying individual stocks or paying attention to the market is not worth it for most people. I do both but only because I am a weirdo and a sadist and have no other hobbies π" [X Link](https://x.com/CacheThatCheque/status/1782986118629298255) 2024-04-24T04:13Z [----] followers, [----] engagements "Also get lots of questions about yen/ usd exchange rate and if it will go up or down. Fuck if I know; maybe it will go up and maybe it will go down. Just invest anyway for the long term and likely youll be better off than doing nothing at all" [X Link](https://x.com/CacheThatCheque/status/1782989275883311429) 2024-04-24T04:25Z [----] followers, [----] engagements "Weak yen bad only if youre sending money home. English teaching pays less now for lower end though pay in Japan overall isnt great for all fields. Still quality of life is high with much less housing and healthcare and food costs than other countries Don't move to Japan and if you are already here you should consider leaving. https://t.co/ou75AyvAyg RetireJapan = personal finance investing retirement and life in Japan https://t.co/7eaTDrfXuR Don't move to Japan and if you are already here you should consider leaving. https://t.co/ou75AyvAyg RetireJapan = personal finance investing retirement" [X Link](https://x.com/CacheThatCheque/status/1783357678607384638) 2024-04-25T04:49Z [----] followers, 37.5K engagements "Maybe its changed but this is basically the rural Japanese lady pachinko starting pack @CacheThatCheque in rural Japan I new this English teacher that would go to hit on ladies - this was [--] years ago @CacheThatCheque in rural Japan I new this English teacher that would go to hit on ladies - this was [--] years ago" [X Link](https://x.com/CacheThatCheque/status/1783643722082812388) 2024-04-25T23:46Z [----] followers, 40.7K engagements "@DividendGrowth Can watch it online for free. Seems good enough to me π€·β" [X Link](https://x.com/CacheThatCheque/status/1786882677800587340) 2024-05-04T22:16Z [----] followers, [----] engagements "So many small and medium sized trading companies in Japan doing brisk business. Two of my holdings Inabata [----] and Nagase [----] up nicely today on announcements of buybacks and dividend hikes. Both steadily buying back shares and doing dividend raises past [--] yrs. Boring is fine" [X Link](https://x.com/CacheThatCheque/status/1788518706651484379) 2024-05-09T10:37Z [----] followers, [----] engagements "As a group the Sogo shosha have grown into a big concentration of my portfolio. My cost basis for each of them: Itochu [----] Mitsubishi [---] Mitsui [----] Marubeni [---] Sumitomo [----]. Not sure if Id add more to these positions at their current levels but will hold for life" [X Link](https://x.com/CacheThatCheque/status/1788520920715583500) 2024-05-09T10:46Z [----] followers, [----] engagements "Japan Tobacco quickly approaching its all time high reached back in [----]. Healthy balance sheet great dividend payer and has 60% of sales coming from overseas markets" [X Link](https://x.com/CacheThatCheque/status/1788541671346729014) 2024-05-09T12:08Z [----] followers, [----] engagements "I love Japanese coffee culture. My favorite coffee shops are the many places still stuck in the Showa era: old crumbling paper menus with morning and napolitan specials lots of black coffee and tobacco stained chairs and tables and lots of oyajis reading the paper Come at me Italy. https://t.co/f1M4n9e58z Come at me Italy. https://t.co/f1M4n9e58z" [X Link](https://x.com/anyuser/status/1788745794855862501) 2024-05-10T01:40Z 11.4K followers, 29.9K engagements "@Cyclical_invest Theyre all diversified but a little different with some themes. Sumitomo has many media businesses Marubeni has agribusinesses Mitsui and Mitsubishi have energy and real estate and Itochu has textiles and non resource businesses but all dabble in everything" [X Link](https://x.com/CacheThatCheque/status/1788836930760925394) 2024-05-10T07:42Z [----] followers, [--] engagements "As my family has grown so have my living expenses. This is fine though; I have now reached a point where I no longer need to use my salary for investing and can keep funding my portfolio now entirely through dividends. This is another reason why I like dividend growth investing" [X Link](https://x.com/CacheThatCheque/status/1789158459138854958) 2024-05-11T04:59Z [----] followers, [----] engagements "@prashant_0723 About 7-8 years very aggressively. Did crazy buying at depressed prices during Covid as well. Collect all the dividends and buy as I like. Preference is below book value stocks with growing dividends and net cash. Lots of companies like this in Japan" [X Link](https://x.com/CacheThatCheque/status/1789164968446927228) 2024-05-11T05:25Z [----] followers, [---] engagements "One of my favorite Japanese documentary TV shows is Gaiya no Yoake from TV Tokyo. The shows theme this week was about foreign money coming to Japan. The show showed an interesting segment about how rich Chinese are now moving to Japan to buy real estate and stocks" [X Link](https://x.com/CacheThatCheque/status/1789494790834520416) 2024-05-12T03:16Z [----] followers, 10.7K engagements "In the scene pictured above a group of Chinese in Japan are gathering after attending a paid to attend Chinese seminar about investing in the Japanese stock market. The Chinese lecturer at the seminar notably tells the attendees that Japanese stocks are a lifetime bargain" [X Link](https://x.com/CacheThatCheque/status/1789495743285440954) 2024-05-12T03:20Z [----] followers, [---] engagements "Other attendees are interviewed and they all note how much money theyve made in the Japanese stock market how cheap the real estate is and how desirable it is to leave China and settle in Japan" [X Link](https://x.com/CacheThatCheque/status/1789496073020678562) 2024-05-12T03:21Z [----] followers, [----] engagements "@Bakksisback Japans government doesnt mind the source of funds so as long as taxes are paid" [X Link](https://x.com/CacheThatCheque/status/1789501871067123734) 2024-05-12T03:44Z [----] followers, [---] engagements "I churned out a few names from my portfolio (Ube Kirin) after holding them for several years with zero gains. Decide to sell them both to add new small cap positions and within weeks of doing so they both do dividend raises and start going up. Fuck. Lesson: dont sell" [X Link](https://x.com/CacheThatCheque/status/1789558662266302815) 2024-05-12T07:30Z [----] followers, [----] engagements "@JasonReid_ Sold that one too but I dont think it was a mistake" [X Link](https://x.com/CacheThatCheque/status/1789566680706043924) 2024-05-12T08:01Z [----] followers, [---] engagements "Showed this to one of my American coworkers because I thought itd get a good laugh and he just said Who is that Is that the guy from Space Jam and Jurassic Park WTF are there really people from America in [----] who have never seen an episode of Seinfeld Organizer Of Walkout Against Jerry Seinfeld Revealed https://t.co/lMLCO8C1OG https://t.co/OkD06vlo97 Organizer Of Walkout Against Jerry Seinfeld Revealed https://t.co/lMLCO8C1OG https://t.co/OkD06vlo97" [X Link](https://x.com/CacheThatCheque/status/1789927958229954788) 2024-05-13T07:57Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CacheThatCheque CTCCTC posts on X about japan, stocks, money, debt the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance countries stocks travel destinations automotive brands currencies technology brands social networks celebrities fashion brands
Social topic influence japan #2456, stocks, money, debt #1665, dividend #178, mitsubishi #95, in the, $8306t #95, $8058t #95, tokyo
Top accounts mentioned or mentioned by @callistoroll @altaycapital @eddizinh0 @stongerzeros @airkatakana @milkmaniac @oliverjia1014 @investbg @valueinvestjpn @theshoguntyo @eamahon @gearoidreidy @ponzutrader @rhedak1 @latlonging @malakhelsing @bungholeitis @annask47 @willschoebs @mikefritzell
Top assets mentioned British American Tobacco (BTI) Philip Morris International Inc. (PM) Altria Group Inc (MO) Stonks (STNK) Boomer (BOOMER) Costco Wholesale Corporation (COST)
Top posts by engagements in the last [--] hours
"YESTERDAY: DOW and SP500 reach all time highs. This bull market is incredible The economy is in great shape TODAY: DOW and SP500 slide down a few points to the previous all time high. DEAR GOD THE ECONOMY IS COLLAPSING WE NEED THE FED"
X Link 2020-02-13T23:01Z [----] followers, [--] engagements
"Dear US economy thank you for the amazing jobs report the stimulus package and the new bull market"
X Link 2020-06-05T23:27Z [----] followers, [--] engagements
"Kiritani-san introduces [--] of his favorite yutai (shareholder gift) stocks in the Dec. issue of Diamond Zai. The first is Studio Alice(2305) which gives out free photo coupons if you buy [---] shares. The second is Noevir Holdings(4928) which hands out a free yearly skin care set"
X Link 2020-11-21T06:50Z [----] followers, [--] engagements
"If you invest in a world index fund or 401k you likely have some allocation to Japanese stocks. In total Japanese stocks make up 8% of the MSCI World index though most investors are likely underweight Japan"
X Link 2020-11-25T14:21Z [----] followers, [--] engagements
"If you are new to investing and have a small amount of money passive index ETF will be best for broad exposure to the stock market. My favorite one-size-fits-all ETF is VT which is the world stock market. Can't do much wrong investing in the entire world over the long term"
X Link 2020-12-07T14:20Z [----] followers, [--] engagements
"Japan hasnt nationalized its stock market any more than anywhere else. The BoJ owns about 6% of the market. In the US the Fed buys corporate bonds junk bonds and does the same massive stimulus. Most state public pensions in the US now are also invested in the stock market"
X Link 2020-12-10T10:56Z [----] followers, [--] engagements
"Japan's large caps are flush with net cash. Japan's top [--] most net cash rich companies: [--]. Nintendo(7974) and [--]. Shin-Etsu Chemical(4036) with over [---] bn yen each in cash reserves. Other notable mentions: [--]. SMC(6273) [--]. Keyence(6861) [--]. Fanuc(6954) with over [---] bn yen each"
X Link 2020-12-26T02:36Z [----] followers, [--] engagements
"Japan's retail investors have home bias just like investors in other countries. 96.1% of Japanese investors who held individual stocks (not mutual funds) held domestic equities while only 8.4% held foreign stocks. Global diversification is important for long term investing"
X Link 2021-01-04T14:03Z [----] followers, [--] engagements
"As I've gotten many questions about different Japanese dividend stocks I thought that I would write a thread on one of Japan's trading companies Itochu(8001). About Itochu: It's Japans largest trading company and recently surpassed Mitsubishi Corp(8058) in market cap last yr"
X Link 2021-01-06T08:15Z [----] followers, [---] engagements
"2021 will be a good year for dividends with payouts totaling $1.78 trillion. Global dividend growth will come heavily from the Asia Pacific region with a forecast haul of $580 billion in payouts. https://ihsmarkit.com/research-analysis/seven-key-dividend-forecasts-for-2021.htmlsource=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link https://ihsmarkit.com/research-analysis/seven-key-dividend-forecasts-for-2021.htmlsource=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link"
X Link 2021-01-21T05:37Z [----] followers, [--] engagements
"Was at the posit office and they had some flyers up for their fixed time deposit accounts. Asked for a copy and they just printed this out from their webpage. The [--] year interest rate for a fixed time deposit account is 0.002%. Will use this as scrap paper when I get home"
X Link 2021-02-22T03:08Z [----] followers, [--] engagements
"The BOJ owns 7% of Japans stock market and sits on $132bn in unrealized gains. The BOJ says it may cut down on its buying but there are no plans to sell any of its holdings. Some say the BOJ could sell gains and fund innovation projects or give away its ETFs to retail investors"
X Link 2021-03-11T23:00Z [----] followers, [--] engagements
"This could potentially be huge for Japan small cap value. Hordes of illiquid small caps could see giant market moves faster than the flick of a light switch π° @bauhiniacapital I'm gonna suggest this means that on big BOJ buying days on a big dip under the new regime the pressure moves not to Softbank and Fast Retailing and Familymart (then now taken over) but to a mass of illiquid tiny caps. @bauhiniacapital I'm gonna suggest this means that on big BOJ buying days on a big dip under the new regime the pressure moves not to Softbank and Fast Retailing and Familymart (then now taken over) but"
X Link 2021-03-19T07:43Z [----] followers, [--] engagements
"Nichii Gakkan last year and perhaps Toshiba next - Japanese companies are being picked up as buyouts by private equity"
X Link 2021-04-20T22:40Z [----] followers, [--] engagements
"JT(2914) had a strong quarter earnings report this week with profits up over 30% from the previous year. While domestic sales have been flat and stable strong sales and margins in international markets have been behind the growth. Management has set a 75% dividend payout ratio"
X Link 2021-05-02T01:16Z [----] followers, [--] engagements
"Japan's GPIF is 50% invested in equities and while it owns about 6% of the total Japan stock market it still owns over 10% of the shares in over [--] different companies. Among them are major large cap names like Mitsui Sumitomo(8316) Resona(8308) Sompo(8630) and Marubeni(8002)"
X Link 2021-05-03T00:14Z [----] followers, [--] engagements
"Japan's top [--] richest people aren't even that rich. Only Masayoshi Son (#1 Softbank) Tadashi Yanai (#2 Fast Retailing) and Takemitsu Takazaki(#3 Keyence) break the over [--] trillion club which is just around only 9bn USD"
X Link 2021-05-04T00:02Z [----] followers, [--] engagements
"Japanese trading conglomerate Marubeni(8002) has crushed the sp500 and Nikkei this past year. Marubeni runs a big agribusiness and agriculture commodities have been surging this year. Marubeni also has big stakes in energy but recently has also diversified into renewables"
X Link 2021-05-07T22:46Z [----] followers, [--] engagements
"Kyoto's rise in real estate prices and as a destination for the wealthy (both in Japan and abroad) to purchase a 2nd home has continued unabated even during Covid. Kyoto is popular for its historical sights and easy access to nature. https://news.yahoo.co.jp/articles/030a2586219cc8f5fc9bff370190f49773dcc124page=1 https://news.yahoo.co.jp/articles/030a2586219cc8f5fc9bff370190f49773dcc124page=1"
X Link 2021-05-07T23:19Z [----] followers, [--] engagements
"If youre comfortable with your risk profile investing can be relatively stress free. I own a combination of index funds and value stocks locked in at bottom prices. Inactivity is fine: I can just do nothing while I sit on my ass collect dividends and watch my money compound"
X Link 2021-07-12T22:48Z [----] followers, [--] engagements
"My Shinsei Bank card stopped working. Freaking worst piece of shit bank in Japan. The only reason I keep using them is because I am a lazy ass and cant be bothered to change all my auto deposits and withdrawals"
X Link 2021-07-14T22:53Z [----] followers, [--] engagements
"And there it is: Japans first gold medal of the Olympics"
X Link 2021-07-24T10:46Z [----] followers, [--] engagements
"Me whenever I hear the government wants to tax unrealized gains"
X Link 2021-11-05T09:43Z [----] followers, [--] engagements
"Mitsubishi Corp raising its dividend by 6% this year from [---] yen a share. Buffett enjoying his Mitsubishi dividend payout today"
X Link 2021-12-01T10:17Z [----] followers, [--] engagements
"My brother back in the US lives in a East Coast suburb making 90K year and tells me he lives pay check to pay check after paying for his mortgage car payment insurance gasoline kids day care fees and living expenses. Boggles my mind as 90K in Japan would be comfortable"
X Link 2022-01-31T11:29Z [----] followers, [--] engagements
"Never say never but it seems highly unlikely Japan would ever experience a full scale invasion similar to Ukraine. Unlike Ukraine Japan is mostly mountainous with few natural resources (aside from plentiful forests and water) with US military bases and a US security treaty"
X Link 2022-03-14T03:11Z [----] followers, [--] engagements
"Japans military is also modernized and while constitutionally restricted has seen its military spending (well self defense force) reach record highs https://asia.nikkei.com/Politics/Japan-s-5-year-defense-budget-to-hit-record-264bn https://asia.nikkei.com/Politics/Japan-s-5-year-defense-budget-to-hit-record-264bn"
X Link 2022-03-14T03:11Z [----] followers, [--] engagements
"There are [----] publicly traded companies in Japan. Of course you dont need to own all of them to make a good portfolio but even a few could be worth it. Worth pointing out that Japan is still the worlds 2nd biggest equity market after the US https://www.jpx.co.jp/listing/co/index.html https://www.jpx.co.jp/listing/co/index.html"
X Link 2022-05-14T09:28Z [----] followers, [--] engagements
"Love being a home owner which unlike in other countries isnt a pipe dream here in Japan. Japan real estate prices outside prime downtown areas flat and interest rates low"
X Link 2022-06-13T22:26Z [----] followers, [---] engagements
"How cheap is Japanese Yen right now Japan now cheaper than Vietnam Pakistan and Mexico on the Big Mac Index"
X Link 2022-10-03T22:06Z [----] followers, [---] engagements
"Did my last buy for [----] and added Sakai Chemical to my portfolio. "Boring" chemical company with a [--] p/e ratio 5% and rising dividend yield stable sales that is expanding into Vietnam Thailand and Indonesia. On sale for 1/3 book value. Just getting cheaper and cheaper"
X Link 2022-12-24T01:22Z 11.4K followers, 92.3K engagements
"Theres lots of things to look for before I decide to buy a new stock but [--] things I always like to check for: [--]. Was the company cash flow positive in [----] [--]. Was the company cash flow positive in [----] [--]. Is the company raising its dividend If yes to all [--] a good sign"
X Link 2023-05-31T08:44Z [----] followers, [----] engagements
"@stockwatcher22 Ive seen a segment about this on TV here and I think its like one academic here who actually believes it and keeps writing about it"
X Link 2023-07-12T06:56Z [----] followers, [---] engagements
"Yes Im bullish Japan. I think Japan will continue to be good at what it does: making money and being a stable alternative to China (while also being a reliable China-US intermediary and broker) with top class infrastructure and access to other growing Asian developing markets"
X Link 2023-07-12T08:31Z [----] followers, [----] engagements
"I read a post recently on Reddit about a foreigner lamenting about how Japan feels like a sinking ship but then I see news like this and think If Japan is a sinking ship then what is this"
X Link 2023-07-25T03:25Z [----] followers, 33.9K engagements
"This is the best FamilyMart layout ever"
X Link 2023-08-02T01:42Z 11.4K followers, 18K engagements
"Not sure why Russia a country with a 70% divorce rate and rampant alcoholism and infidelity is seen as bastion of Christian values by many US conservatives. Reminds me of how so many conservatives profess admiration for a Based and zero immigration Japan when its hardly true"
X Link 2023-08-10T11:27Z [----] followers, 25.3K engagements
"I use Asahi Kasei products daily in my household but alas my investment in the company has basically given me zero return aside from its meager dividend"
X Link 2023-08-15T06:57Z [----] followers, [----] engagements
"God damn this is accurate. Also lots of scammers and bots. So glad I am married now and out of this scene"
X Link 2023-08-15T07:38Z [----] followers, [----] engagements
"Why America has a 40% obesity rate in one photo: huge amounts of sugar in everything. Many Japanese tell me they dislike many American snacks as they are too sweet and they may be on to something: the obesity rate in Japan is under 4%. A 7-Eleven Double Gulp of Mountain Dew (50 ounces of soda or about [---] liters) has [---] grams of sugar. It contains [--] cup of sugar or about [--] sugar cubes. https://t.co/7jp336ygMb A 7-Eleven Double Gulp of Mountain Dew (50 ounces of soda or about [---] liters) has [---] grams of sugar. It contains [--] cup of sugar or about [--] sugar cubes. https://t.co/7jp336ygMb"
X Link 2023-08-15T08:37Z 11.4K followers, 52K engagements
"Loving the typical sound of Japanese summer from the steps of a shrine"
X Link 2023-08-18T08:39Z [----] followers, [----] engagements
"Celebrating [---] days of my 2nd born. Lots of gains and dividend raises in the Japanese market this year. Life is good"
X Link 2023-08-28T09:29Z [----] followers, 10.9K engagements
"South Koreas retail investors are now buying record amounts of Japanese stocks. Cheap yen and interest in the Japanese market after Buffett are behind the surge. So many Korean tourists everywhere in Japan now some areas feel like new Koreatowns"
X Link 2023-09-01T02:36Z [----] followers, [----] engagements
"Nikkei up an impressive 27% this year. While buying an index fund is usually the most efficient way to invest my feeling is that the Japanese market is still great for investors who hunt and stock pick in the small cap space. Still so many cheap stocks with potential upside"
X Link 2023-09-01T03:47Z [----] followers, [---] engagements
"The high median household income in the US masks over the student loan debt burden stagnant wages and high rent and housing prices that affect many workers in the US. Japan has low crime affordable health care and housing and efficient infrastructure. Hardly a failure Nobody wants to admit what an economic failure Japan has been over the last several decades. No wage growth in [--] years. Japan median household income is $29K a year compared to just under $71K in the US. Asian Americans make $100K a year. https://t.co/U6ynWktzEi https://t.co/2AtYQwvBww Nobody wants to admit what an economic"
X Link 2023-09-03T02:01Z [----] followers, 19.4K engagements
"Also: no gun violence police shootings opioid addiction epidemic culture wars rioting high political polarization and issues with looting at retailers in Japan. I guess I earn less money in Japan compared to the US but I prefer my lower cost of living and lifestyle here"
X Link 2023-09-03T02:17Z [----] followers, [----] engagements
"Met up with a Taiwanese friend here the other day and he shared with me an interesting hack: for stocks that give out shareholder perks for [---] shares he buys [---] shares each for himself and his [--] kids in their own NISA accounts. This way he can collect the same gift [--] times"
X Link 2023-09-07T04:04Z [----] followers, 19.8K engagements
"A hopes and dreams visa and job working with anime Some broke weeb living in mamas basement would happily take this job (though they will likely π₯ out within [--] months). The only silver lining to this ad is that the Japanese people also working there probably make even less"
X Link 2023-09-13T08:08Z [----] followers, [--] engagements
"@Quantum_Sport Yep likely better than other companies in the industry. Despite the angry comments there are also many posts from people interested in the job"
X Link 2023-09-13T08:31Z [----] followers, [---] engagements
"Interesting write up recently from Toyo Keizai about the influx of rich Chinese into Tokyo A few key takeaways from the article: [--]. Since [----] over [-----] Chinese with assets of over 1m USD have left China. Many are coming to Japan. Japan is easy to enter https://toyokeizai.net/articles/-/696567 https://toyokeizai.net/articles/-/696567"
X Link 2023-09-14T15:18Z 11.4K followers, 151.9K engagements
"Also: [--]. Tokyo has many English international schools [--]. New high class tower mansions in prime areas of Tokyo are seen as cheap (article says they are 40% cheaper than similar property in Beijing/Shanghai and in some new buildings now over 20% of residents are Chinese)"
X Link 2023-09-14T15:18Z [----] followers, [----] engagements
"7. China's rich want to leave: since zero covid and the Russia/Ukraine conflict there is a worry that a future conflict in Taiwan will shut all of China's borders so it's important to leave soon. While many prefer the U.S. or Singapore Japan is closer and easier for visas"
X Link 2023-09-14T15:18Z [----] followers, [--] engagements
"8. Tokyo is comfortable for Chinese. Since [----] Tokyo's Chinese population has grown by double digit percentages in a majority of Tokyo's [--] wards. There is also a big online network and support system for Chinese living in Tokyo. Japan's Chinese population grew by 60k in 6yrs"
X Link 2023-09-14T15:18Z [----] followers, [--] engagements
"Other tidbits: [--]. There are Chinese jukus in Japan marketed towards Chinese so that they can study and pass exams for Japan's high schools and universities [--]. There are Chinese who grow vegetables in rural parts of Japan who sell their produce online to other Chinese in Japan"
X Link 2023-09-14T15:18Z [----] followers, [----] engagements
"So many Japanese stocks have seen huge gains this year. Is the market overheated now No idea but on a dollar basis many Japanese stocks still look pretty cheap and foreigners are becoming major shareholders in the Japanese market"
X Link 2023-09-19T04:25Z [----] followers, [----] engagements
"Up over 60% ytd on this boring warehouse company (which also happens to be the only publicly listed company in Japan with the namesake "Shibusawa" Japan's father of modern capitalism). Company raising its dividend steadily and has lots of latent real estate assets"
X Link 2023-09-19T04:33Z [----] followers, [----] engagements
"Japanese live about [--] years longer than Americans. This is in spite of all the sodium and carbs in the Japanese diet higher smoking rates and easy 24/7 access to booze everywhere in convenience stores. Affordable healthcare walkable cities and smaller food portions all help"
X Link 2023-09-20T05:53Z [----] followers, 23.6K engagements
"While 10% of Japanese are over [--] a record [----] million elderly people held jobs. I actually think Japans pension system will be ok: many older Japanese are accustomed to working and Japan will learn to utilize its seniors workforce well"
X Link 2023-09-21T00:05Z [----] followers, [--] engagements
"McDonalds (and other fast food restaurants) in Japan all have a clean family image and atmosphere. At McDonalds and other fast food restaurants in the US Ive seen filthy bathrooms loitering from bums and drug addicts and rude and loud customers and staff. Very different"
X Link 2023-09-22T08:32Z [----] followers, [----] engagements
"All this fuss about Japanese McDonalds lately on the interwebs but lets just take a minute to think again about how great a value it is to eat at McDonalds in Japan. A Big Mac in Japan is among the cheapest Big Macs in the world"
X Link 2023-09-23T23:25Z [----] followers, [---] engagements
"@CompounderGuy Prices have gone up but mortgage rates are still low and fuel costs partly mitigated by use of public transit compared to other countries"
X Link 2023-09-24T07:47Z [----] followers, [---] engagements
"Up 50% ytd on another boring Japan stock not bad. Under 100m USD market cap high inside ownership and an increasing dividend are my favorite kind of companies"
X Link 2023-09-27T05:05Z [----] followers, 12.9K engagements
"Also true in China and Korea"
X Link 2023-09-27T09:44Z [----] followers, [----] engagements
"Many of Japans conglomerates are basically sitting on huge real estate holdings on land that was acquired during the Meiji period for basically nothing. Another example is Mitsubishi Estate which owns most of the Marunouchi area where many of Japans majors have head offices"
X Link 2023-09-27T10:25Z [----] followers, 20.9K engagements
"This is really relevant for many Japanese department store companies. Though inbound sales from tourists have helped sales have generally been on the decline. Department store companies with valuable land in downtown areas may end up reorienting as real estate companies"
X Link 2023-09-28T06:18Z [----] followers, [----] engagements
"I ran away to North Korea and then got deported is going to be a very unique line on the resume"
X Link 2023-09-29T00:51Z [----] followers, [----] engagements
"When I first came to Japan I regularly ate lunch at a local joint that was packed and served a fantastic set of rice chicken salad and soup for just one coin (500) While its hard to find many one coin lunch places these days you can still eat like a champ for 700-1200"
X Link 2023-10-03T09:48Z [----] followers, 12.5K engagements
"The Big Mac Index was featured on TBS [--] News last night as part of a segment on Japans cheap prices. Japan is now cheaper than South Korea Thailand China and Romania on the Big Mac Index"
X Link 2023-10-05T00:32Z 11.4K followers, 65.9K engagements
"Foreign investment in Japanese real estate surging this year. Japanese real estate stocks cuisine and travel are all great value and the world has noticed"
X Link 2023-10-05T11:43Z [--] followers, [----] engagements
"@mrjeffu So basically hes saying make coffee at home sec"
X Link 2023-10-18T02:52Z [----] followers, [----] engagements
"Back in the US now for [--] weeks. Met up with many old friends here and the common theme among many of them so far has been Cost of housing and rent is expensive and after paying for housing healthcare car insurance and living expenses its hard to save much"
X Link 2023-10-31T13:55Z [----] followers, 19.7K engagements
"Yen hovering at 140-150 yen per dollar could very well end up being the new normal for awhile. Not so bad for companies with majority overseas sales like Japan Tobacco though which is up 44% ytd. Companies with like JT and Toyota seem like decent options hedge the weak yen"
X Link 2023-11-19T20:56Z [----] followers, 20.9K engagements
"Hows the weak yen affecting the typical Japanese person these days Some price increases at the supermarket but for the most part not hugely noticeable in daily life. Trips abroad are insanely expensive now though which will keep most Japanese traveling domestically for now"
X Link 2023-11-19T21:03Z [----] followers, [---] engagements
"Purely anecdotal but it does seem that many people that I personally know here have opened up ideco and NISA accounts lately. Truth is that with such flat and crap wages and zero interest rates investing is the only real way to grow your assets in Japan"
X Link 2023-11-30T00:09Z [----] followers, [----] engagements
"@investBG I also think JPY will strengthen and is at the bottom now"
X Link 2023-11-30T00:46Z [----] followers, [---] engagements
"Interesting company that Ive also found in screens. While I like micro caps I gave this one a pass. profitable but I prefer to see more consistent dividend growth. Under 100m micro cap consistent dividend growth below book and high inside ownership is my favorite Tiny position in this nanocap $10.7m mcap net net Asaka Industrial (TYO 5962). They were the first company to "commercialize shovels" in Japan in [----]. Usual cheapness. [----] m2 of land carried at $9500 usd value. 0.4x book. I own mostly as a novelty (900 shares) + 2.6% dividend https://t.co/ku2wk0qdBh Tiny position in this nanocap"
X Link 2023-11-30T00:58Z [----] followers, [----] engagements
"@BWSFOS He can keep the sbi index fund but he should definitely be also maxing out a tax advantaged ideco account"
X Link 2023-11-30T02:06Z [----] followers, [---] engagements
"@winterwoman112 Theres always risk but setting up automatic contributions into a world index fund for 20-30 years seems like a good way. Invest in the whole world and chill for 20-30 years"
X Link 2023-11-30T02:19Z [----] followers, [---] engagements
"@vanhelixa If youre not sure what to what to invest just open a brokerage account and auto contribute every month into a world index fund"
X Link 2023-11-30T10:42Z [----] followers, [--] engagements
"December is a big month for dividends in Japan. I now collect a bit more than the equivalent of an extra months salary per a year in dividends. Feels great watching my path to financial independence grow before my eyes"
X Link 2023-12-01T03:28Z [----] followers, 16.3K engagements
"Sounds bizarre but the rights to a lot of old Japanese entertainment content (films anime/manga video games etc) is often closely guarded by Japanese production companies who paradoxically often seem uninterested in making them accessible to a wider audience"
X Link 2023-12-02T00:58Z [----] followers, 12.3K engagements
"Nepali run Indian restaurants are everywhere here. Nepali dream in Japan is opening a small Indian restaurant in front of a local train station. They all pretty much taste the same but I love the cheese nan and butter chicken. Tried Indian food in the US recently and it sucked"
X Link 2023-12-02T12:13Z [----] followers, 23.3K engagements
"A coworker I know here needed to get heart surgery done on their kid. Kid spent [--] days in the hospital for the surgery (which was a success) and the bill was under $10"
X Link 2023-12-03T05:17Z [----] followers, 23.8K engagements
"Another coworker of mine here had cancer that was detected early and treated (at low cost) thanks to Japans obligatory annual health checks (paid for by employers). He credits the Japanese health care system for saving his life"
X Link 2023-12-03T05:17Z [----] followers, [----] engagements
"The yen feels like a SE Asian currency these days. Still Japan is safe clean has great food and great transport. Id settle for that though. Im happy healthy and am grateful for my situation. I consider myself lucky. Many things to enjoy and be grateful for here"
X Link 2023-12-05T06:07Z [----] followers, 16.3K engagements
"Great post and reminder that you shouldnt try timing the market. Whatever your strategy is its important to stick with it throughout the ups and downs. If your focus is on generating dividend income comparing yourself to an index is largely unimportant"
X Link 2023-12-07T13:57Z [----] followers, [----] engagements
"For my purpose: I run [--] different portfolio strategies.One portfolio is 100% index funds (SP500 and all country) while the other is a 100% Japan value and dividend growth investing approach. I dont pay attention to which is performing better I just keep moving on the course"
X Link 2023-12-07T14:05Z [----] followers, [---] engagements
"Godzilla Minus One Is Now the Biggest Live-Action Japanese Film in U.S. Box Office History Will be a nice bump for Toho (9602)"
X Link 2023-12-08T23:33Z [----] followers, [----] engagements
"This past year nearly everything Ive bought has seen sizable gains. Felt like pushing a buy button that would just make money appear out of nowhere. Many bargain stocks in Japan still though it doesnt feel as obvious as compared to a year ago. Cheap but not always worthwhile"
X Link 2023-12-11T02:24Z [----] followers, [----] engagements
"@taobanker Net cash and stock at its [--] week low. Was looking at it the other day"
X Link 2023-12-12T04:02Z [----] followers, [---] engagements
"Tokyo # 155"
X Link 2023-12-12T09:03Z [----] followers, [----] engagements
"I also make my coffee at home and invest in dividend growth stocks but I am not yet at the Toyota stage. I drive a shit used Nissan instead. I know Ill have made it when I get the Toyota π I make my coffee at home I drive a Toyota I invest in Dividend Growth Stocks every month This is my rich life I make my coffee at home I drive a Toyota I invest in Dividend Growth Stocks every month This is my rich life"
X Link 2023-12-18T23:01Z [----] followers, [----] engagements
"Cheap yen is the new normal.Though great if you have investments and access to dollars going abroad will increasingly become a luxury for most Japanese"
X Link 2023-12-19T04:26Z [----] followers, [----] engagements
"@GaurabNakarmi Yes I already contribute to NISA and ideco every month and will continue doing so next year"
X Link 2023-12-31T07:30Z [----] followers, [---] engagements
"An interesting thing about Japan is that while there are many millionaires there are few billionaires"
X Link 2023-12-31T07:50Z [----] followers, 12.3K engagements
"@willschoebs While I am sure there is some of that in general my feeling is that Japan has fewer extremely wealthy individuals compared to other countries"
X Link 2023-12-31T09:29Z [----] followers, [---] engagements
"Anecdotally it does seem that many people in the U.S. Ive talked to seem enamored with the idea of visiting or living in Japan. Very interesting that The Pacific War is largely gone from the memory of most Americans and now replaced by Japans cultural soft power Where people want to move to: USA - Japan Russia - USA Mexico - Canada Brazil - Portugal Portugal - Netherlands Netherlands - Spain Spain - France France - Canada Canada - Japan Japan - UK Indonesia - Where people want to move to: USA - Japan Russia - USA Mexico - Canada Brazil - Portugal Portugal - Netherlands "
X Link 2024-01-01T18:39Z [----] followers, 20.1K engagements
"Likewise also true for many in South East Asia like Thailand and Indonesia"
X Link 2024-01-01T18:41Z [----] followers, [----] engagements
"Update on Kiritani-san who appeared on the recent New Years special of Yofukashi sporting a beard. He now has a portfolio of [----] stocks and [---] million yen and rarely gets to use any of the dividends he collects from his portfolio because of all his free shareholder gifts America has Warren Buffett but Japan's most famous investor is 71-year-old Kiritani who has a portfolio of over [---] stocks totaling over [---] million yen. He does not own a car and rides around everywhere in his bicycle. He's also known for his love of shareholder perks. /1 https://t.co/7ABblvInNS America has Warren Buffett"
X Link 2024-01-03T02:25Z [----] followers, 29.4K engagements
"My wife this morning if that plane caught fire in America everyone would have died or been trampled and thered be footage of it already all over twitter"
X Link 2024-01-03T02:29Z 11.4K followers, 46.8K engagements
"@MikeFritzell But likely true no"
X Link 2024-01-03T04:04Z [--] followers, [----] engagements
"Investing philosophy in a nutshell: buy Japanese boomer stocks. This philosophy led me to buying Itochu one of my first Japanese stocks and a reliable winner with consistent dividend raises and buybacks"
X Link 2024-01-04T08:41Z 11.4K followers, 78.6K engagements
"2023 was a good year. What if the market crashes in [----] Simple answer: I buy all my same stocks again at fire sale prices"
X Link 2024-01-04T08:51Z [----] followers, 10.3K engagements
"After working in a number of Japanese workplaces I came to a realization: despite all the seemingly useless expenses and meetings and employees they always seemed consistently profitable. The truth: Japan has many boring and profitable businesses that often go unnoticed Investing philosophy in a nutshell: buy Japanese boomer stocks. This philosophy led me to buying Itochu one of my first Japanese stocks and a reliable winner with consistent dividend raises and buybacks https://t.co/GeZja8OWzn Investing philosophy in a nutshell: buy Japanese boomer stocks. This philosophy led me to buying"
X Link 2024-01-05T03:15Z 11.4K followers, 52.2K engagements
"Enter Saizeriya (7581) Japans cheap and ubiquitous Italian restaurant chain that is always packed with families and students. You may wonder how do they make a profit The truth: they dont. They make all their profits now from overseas"
X Link 2024-01-05T03:54Z 11.4K followers, 150.7K engagements
"@ouagadougou62 There should be a way to see what you paid and the current price. Are you looking at total portfolio value only"
X Link 2024-01-05T04:30Z [--] followers, [---] engagements
"A rookie investing mistake: dont chase yield. Before you buy a stock make sure the dividend is sustainable. Is there a stable dividend history and cash flow What is the payout ratio Is there a lot of debt Basically ARE THE BOOMERS WORKING THERE GOING TO PAY ME"
X Link 2024-01-06T00:37Z [----] followers, [----] engagements
"Oh boy do I wish I did way more buying back in [----]. Hindsight is literally 2020"
X Link 2024-01-09T05:50Z [----] followers, [----] engagements
"lol everyone in the comments doesnt get it. bro just got an Asian mom on max hard mode His mom has extreme household rules due to her mental health issues https://t.co/zejBoX92gj His mom has extreme household rules due to her mental health issues https://t.co/zejBoX92gj"
X Link 2024-01-09T23:06Z [----] followers, [----] engagements
"Pinching myself to make sure I am not dreaming"
X Link 2024-01-11T01:17Z [----] followers, [----] engagements
"No cap this is the mother of all Japanese boomer stonks @CacheThatCheque Just last week I was talking to a Japanese friend about how "just buy coca cola" is the commonplace investing advice overseas and when he asked me what the Japanese equivalent would be I said "I guess itochu." It just never disappoints @CacheThatCheque Just last week I was talking to a Japanese friend about how "just buy coca cola" is the commonplace investing advice overseas and when he asked me what the Japanese equivalent would be I said "I guess itochu." It just never disappoints"
X Link 2024-01-11T11:55Z [----] followers, [----] engagements
"lol wtf is going on with the Nikkei How am I supposed to do any buying"
X Link 2024-01-12T00:24Z [----] followers, 12.8K engagements
"Interesting times for Japan. Japan has world class companies with iron clad balance sheets at low valuations and heavy cash reserves while also seeing record numbers of immigrants move here. "Japan's Nikkei breaks [-----] for first time in nearly [--] years""
X Link 2024-01-12T01:03Z [----] followers, 25.3K engagements
"A white nationalist who speaks Japanese Not as crazy as it sounds. Ive actually met plenty of foreigners in Japan who were white nationalists as well as many who were politically very liberal. Japan has an interesting way of attracting both It is amazing watching other cultures try to interpret race in America. The fact this interview exists and was dug up is one one of the wonders of the modern internet https://t.co/4uhoXqQZjA It is amazing watching other cultures try to interpret race in America. The fact this interview exists and was dug up is one one of the wonders of the modern internet"
X Link 2024-01-15T08:19Z [----] followers, 26.2K engagements
"Osaka Namba area feels like a foreign country now. So many gaijins everywhere with luggage speaking all kinds of languages. Conbini and restaurants everywhere staffed by gaijin. The foreign population has been increasing but Kishida is ramping up intake of immigrants big time"
X Link 2024-01-17T00:53Z [----] followers, 18.3K engagements
"Nikkei [-----] by next month at this rate. Buy Japanese boomer stonks really going to end up being the investing mantra of this decade lol"
X Link 2024-01-17T00:59Z [----] followers, [----] engagements
"@Longnosedfish Both. Namba (Naniwa and Chuo) are now 13% and 8% foreign residents"
X Link 2024-01-17T01:03Z [--] followers, [---] engagements
"Never said I didnt. Though it is a traditional pastime for immigrants everywhere to shit on other immigrants that come after them π€· @CacheThatCheque And so what don't you like foreigners @CacheThatCheque And so what don't you like foreigners"
X Link 2024-01-17T03:28Z [----] followers, [----] engagements
"@dreamtortilla Nah"
X Link 2024-01-17T04:01Z [--] followers, [---] engagements
"It makes sense for Chinese to be buying Japanese equities. Already significant amounts of real estate in Japan being bought by Chinese"
X Link 2024-01-19T00:34Z [--] followers, 12.4K engagements
"Nikkei [-----]. Folks its January. A few down days and people are throwing in that towel. The rally is just getting started"
X Link 2024-01-19T00:57Z [----] followers, [----] engagements
"@kdvme I dont make predictions but I continue to believe the Japan stock market has great value"
X Link 2024-01-19T01:32Z [----] followers, [---] engagements
"Japan often gets compared to Germany and both share similar issues. Both completely transformed from nearly [--] years ago since WWII and both will be very different over the next [--] years from now"
X Link 2024-01-19T01:46Z [----] followers, 12K engagements
"Immigration of Chinese to Japan will continue to accelerate. Recent article from NPR follows others from Tokyo Keizai and Japan Times that have covered this trend. Affluent Chinese have been moving to Japan since the COVID lockdowns Interesting write up recently from Toyo Keizai about the influx of rich Chinese into Tokyo A few key takeaways from the article: [--]. Since [----] over [-----] Chinese with assets of over 1m USD have left China. Many are coming to Japan. Japan is easy to enter https://t.co/DGtVgRmGTT Interesting write up recently from Toyo Keizai about the influx of rich Chinese into"
X Link 2024-01-20T12:02Z [--] followers, [----] engagements
"I love browsing through Japanese bookstores. Holding the [----] red Japan company handbook next to stacks of investing magazines featuring the new NISA"
X Link 2024-01-21T06:50Z [----] followers, [----] engagements
"From Reddit; love stories like these Market rewards inactivity. Some of the best investors are dead or those who forgot how to access their accounts"
X Link 2024-01-21T11:28Z [----] followers, 109.1K engagements
"@ReturnsJourney Enjoying the the rally though I am always bargain hunting"
X Link 2024-01-22T06:42Z [----] followers, [---] engagements
"Also important to let your winners run. My largest positions have become more concentrated naturally by leaving them untouched I am a very big fan of Coffee Can Portfolios I start out very diversified with a collection of quality dividend growth stocks available at attractive prices I then sit tight do nothing and let the portfolio concentrate on its own I am a very big fan of Coffee Can Portfolios I start out very diversified with a collection of quality dividend growth stocks available at attractive prices I then sit tight do nothing and let the portfolio concentrate on its own"
X Link 2024-01-23T05:53Z [----] followers, [----] engagements
"It's a simple thing but I always like to look at retail investor chatter about a stock before I buy it. Yahoo Japan finance board is great for this"
X Link 2024-01-28T06:45Z [----] followers, [----] engagements
"I dont own any Japan ETFs. Japan is good as a stock pickers market The Tokyo Stock Exchange has all public companies trading at less than 1x P/B to publish a plan to raise their valuations. 44% of all Japanese cos trade at book. But if all companies were instantly to trade to [--] it would have limited impact on the largest Japanese ETFs. https://t.co/zSJLDMaMyr The Tokyo Stock Exchange has all public companies trading at less than 1x P/B to publish a plan to raise their valuations. 44% of all Japanese cos trade at book. But if all companies were instantly to trade to [--] it would have limited"
X Link 2024-01-31T01:32Z [----] followers, [----] engagements
"First Japanese stocks I bought were the [--] Sogo shosha. Up 3-4x on all of them ever since Mr. Buffett started buying them. Part luck and timing but very unsexy and boring can be absolutely fine in a portfolio"
X Link 2024-01-31T07:25Z [----] followers, [----] engagements
"My portfolio really grew past few years with sizable gains in [--] figures. Not enough to quit working but a good amount to ease some worries. Another [--] years of compounding and I will be well off I think to financial independence and only needing to work part time"
X Link 2024-02-04T02:31Z [----] followers, 17.7K engagements
"@bazooooka I havent looked at my portfolio compounded rate as I consider it irrelevant but my largest position is Itochu which has turned into a nice compounder. Have over [--] other individual positions as well as vanilla ETFs"
X Link 2024-02-04T06:03Z [----] followers, [---] engagements
"@sylvn_kr This year I will be getting about [--] months salary in passive income"
X Link 2024-02-04T06:14Z [----] followers, [---] engagements
"@willschoebs @capitalatrisk23 No secrets and plenty of wealthier and smarter people than me out there but buying cheap boring businesses with cash flow has worked for me"
X Link 2024-02-04T10:28Z [----] followers, [---] engagements
"Mitsubishi Corp up 10% today. Buying back up to 10% of its shares and TOB of Lawson with KDDI"
X Link 2024-02-07T01:08Z [----] followers, 12.6K engagements
"@investBG Long term a world index fund is probably fine but one has to be ready to accept periods of volatility and uncertainty if theyre serious about investing. Some retail investors cant handle it"
X Link 2024-02-10T00:11Z [----] followers, [---] engagements
"As the Nikkei nears its [----] all time high key differences between now and then are apparent: while in [----] Japanese companies were targets of Japan bashing and had inflated stock prices today Japans stock prices are backed by fundamentals and collaboration with U.S. companies"
X Link 2024-02-15T00:38Z [----] followers, [----] engagements
"Jim Rogers sold all his Japanese stocks last year in November. Honestly once someone gets really rich once its ok to ignore most of what they say and do outside general investing advice. They already got theirs if youre still building yours just stay cool and keep at it https://t.co/5WmgPuAGEo https://t.co/5WmgPuAGEo"
X Link 2024-02-16T06:17Z [----] followers, 13.6K engagements
"Japan is in a recession but the Nikkei keeps going higher because the Nikkei doesnt identify as being in a recession (pronouns: high/higher). If you disagree youre a bigot and need to make amends by buying more stock"
X Link 2024-02-16T10:24Z [----] followers, [----] engagements
"I introduced a number of friends to investing with ideco and nisa past few years. Must have significant gains now. Building wealth slowly in the stock market is boring but it is the safest way"
X Link 2024-02-18T01:55Z [----] followers, [----] engagements
"@dejimaresident Among retail investors maybe but foreign money will likely be happy to pile up and buy more stocks on a discount if buybacks and dividends continue at a good pace"
X Link 2024-02-20T08:32Z [----] followers, [--] engagements
"NIKKEI JUST TOUCHED PAST THE [----] ALL TIME HIGH. HISTORY NOW"
X Link 2024-02-22T01:19Z [----] followers, 18.6K engagements
"WE ARE SO FUCKING BACK Nikkei market cap now higher than the bubble era (and at a cheaper valuation). Buybacks and dividends at record levels. Yakuza making appearances at festivals again. Masks disappearing. Tourism booming. Companies opening up new offices and plants in Japan. We are so fucking back Nikkei market cap now higher than the bubble era (and at a cheaper valuation). Buybacks and dividends at record levels. Yakuza making appearances at festivals again. Masks disappearing. Tourism booming. Companies opening up new offices and plants in Japan. We are so fucking back"
X Link 2024-02-22T01:42Z [----] followers, [----] engagements
"Rando fake journalists be like:"
X Link 2024-02-26T03:35Z [----] followers, [----] engagements
"Buffett a trending topic on X today after his praise of Japans top [--] trading companies in his latest shareholders letter. All the top [--] trading companies up today"
X Link 2024-02-26T03:48Z [----] followers, [----] engagements
"Enjoyed this interview and others on this channel. The two hosts interview a "ten bagger collector" who grew a portfolio of 2m yen and [---] stocks into [---] million yen in [--] years. His basic strategy: buy many stocks that pay dividends and hold them forever"
X Link 2024-02-27T01:51Z [----] followers, [----] engagements
"While it's surely an oversimplification he talks about how collecting many dividend paying stocks means you can avoid selling them and just let the winners grow and grow into multibaggers. Sounds similar to Peter Lynch who had a portfolio of over [----] stocks"
X Link 2024-02-27T01:51Z [----] followers, [---] engagements
"Ive taken paternity leave twice; [--] months each after my kids were born. Loved it. Hope it becomes more and more the norm for more dads in Asia (and all over world) to take time off to be with their children"
X Link 2024-02-28T06:17Z [----] followers, [----] engagements
"This market is nuts. Everything on my watchlist keeps going up"
X Link 2024-03-01T01:54Z [----] followers, [----] engagements
"@DividendGrowth Boglehead frenemy spouse π€£ So polar opposites do attract"
X Link 2024-03-01T23:56Z [----] followers, [---] engagements
"Everyone makes mistakes when they start out investing. When I started I did what most people say you should do and bought plain vanilla index funds (good). Then I got the idea that I should buy a bunch of Chinese stock market ETFs. I had no idea what I was buying and lost money"
X Link 2024-03-02T09:22Z [----] followers, [----] engagements
"Dragon Ball creator Akira Toriyama dead. RIP legend"
X Link 2024-03-08T03:30Z [----] followers, [----] engagements
"Japans GPIF is the largest pension fund in the world with for [---] trillion yen in assets and [---] trillion yen in gains. Funny thing is that the vast majority of Japanese people Ive talked to arent even aware it exists"
X Link 2024-03-10T03:41Z [----] followers, 12.1K engagements
"lol Nikkei taking a dump today. Nice to see some pause with stocks going up everyday at least"
X Link 2024-03-11T04:17Z [----] followers, [----] engagements
"These two articles are just a year apart. Remember when everyone was bashing Toyota"
X Link 2024-03-11T04:31Z [----] followers, 16.8K engagements
"Did some buying today. Why not Fundamentals still look good for many stocks. Added starter positions in Soft [--] (4464) and Odawara (6149). No debt nice margins cash rich paying out dividends. Seem fine for long term"
X Link 2024-03-12T02:42Z [----] followers, [----] engagements
"Very interesting. Have noticed before that Silchester International has been among the major shareholders lists of many companies good morning πan interesting Japan story today. An investor that made a 1900% return mostly kept a low profile while holding Japanese stocks. Now it's embarking on a series of public demands for change. https://t.co/KJnLUfgNqu good morning πan interesting Japan story today. An investor that made a 1900% return mostly kept a low profile while holding Japanese stocks. Now it's embarking on a series of public demands for change. https://t.co/KJnLUfgNqu"
X Link 2024-03-13T00:32Z [----] followers, [----] engagements
"I recently watched this French directed film about Onoda's [--] years of hiding in the Philippines. I'm assuming Nikkei doesn't pull a Hiroo Onoda and spend another [--] years hovering below all time highs. The Nikkei finally cracked the old high set in [----] some 34-35 years ago. Congratulations to the Japanese bulls finally being vindicated; even Hiroo Onoda gave up after [--] years. The Nikkei finally cracked the old high set in [----] some 34-35 years ago. Congratulations to the Japanese bulls finally being vindicated; even Hiroo Onoda gave up after [--] years"
X Link 2024-03-15T07:37Z [----] followers, [----] engagements
"@W98AB There are still many other cheaper places to retire. Though I do know people that have retired here with assets after having full careers in their home countries and seem happy"
X Link 2024-03-17T03:57Z [----] followers, [----] engagements
"Number of foreign residents in Japan growing rapidly from countries like Indonesia Myanmar and Nepal. Foreigners now projected to make up 10% of Japans population by [----] over ten years sooner than previously projected (year 2067)"
X Link 2024-03-18T02:40Z [----] followers, [--] engagements
"Still lots of value in the Japanese market but so many no brainer solid companies paying out 3%+ yields and were 1/2 their book value a few years ago (Sogo Shosha) are now all above their book value. Still good companies but not the huge bargains they used to be"
X Link 2024-03-18T05:38Z [----] followers, [----] engagements
"151 yen/USD lol. The good The dividends I collect in USD are great for reinvesting into my Japan stock portfolio. The bad Trips abroad are now crazy expensive and Japan is starting to feel like Thailand now with crowds of obnoxious foreign tourists at all the big tourist spots"
X Link 2024-03-20T07:17Z [----] followers, 26.2K engagements
"@An_Design_Kyoto Have yet to go to Vietnam though Ive been to Thailand Cambodia and Laos. Very affordable but it was exhausting constantly avoiding scammers"
X Link 2024-03-20T08:10Z [----] followers, [---] engagements
"@KetanVora4 Great if you have a source of income in dollars and you never leave Japan. Bad if dont have dollars and prices for imports rise. Good for stock and real estate prices which will likely keep going up from foreign buying but bad if Japan becomes Canada and locals cant buy homes"
X Link 2024-03-20T08:37Z [----] followers, [---] engagements
"Backto work this week after finishing up my paternity leave. In total I was home for over [--] months with my kids. Loved the time offbut it was good to meet and chat with coworkers again. Portfolio also grew this year and I now get [--] months salary in dividends. New start"
X Link 2024-04-03T01:36Z [----] followers, [----] engagements
"@ThePirateChip No one can predict currency movements but I hedge by running separate dollar and yen portfolios. Dont pay too much attention to gains as I focus on dividend growth. Years of over performance and underperformance is natural"
X Link 2024-04-03T01:49Z [----] followers, [---] engagements
"Started buying Itochu when it was under [----] yen a share. My largest single position. Boring Japanese company yes but raising dividends doing buybacks and a global top class company"
X Link 2024-04-03T05:20Z [----] followers, [----] engagements
"I own four tobacco companies: Altria BAT JT and PMI. All are good for their low capex high ROE and cash flows and dividends for their shareholders. Fine in a diversified portfolio Total Shareholder Return (TSR): Tobacco Stocks Q1 [----] in US$ Altria +10.6% $mo BAT +6.7% $bti Japan Tobacco +3.6% Imperial Brands 0% PMI -1.2% $pm PMI is the only one with negative TSR. Does the PMI Management understand the message given by the Market --- Consumer Staples https://t.co/MiP7f0eBHK Total Shareholder Return (TSR): Tobacco Stocks Q1 [----] in US$ Altria +10.6% $mo BAT +6.7% $bti Japan Tobacco +3.6%"
X Link 2024-04-03T06:01Z [----] followers, [----] engagements
"While there are people who tout the benefits of a declining population I dont think there will be many governments willing to embrace it as fact. My guess is that pro natalist and immigration policies will be a way of life going forward in many countries including Japan Japan is now on an all out immigration binge(accepting for now 200k immigrants a year for the next five years itself an increase from the old rate of [--] - 60k) to mostly work as a blue collar labor force for its industries that need more labor. But what does Japan's pivot https://t.co/jslju9yD0f Japan is now on an all out"
X Link 2024-04-05T07:23Z [----] followers, [----] engagements
"Oldest daughter was recently diagnosed with autism. The other day I was looking through a list of autism symptoms and it felt like many of them applied to me. Either its confirmation bias or all of finance twitter is just a little bit autistic π"
X Link 2024-04-06T03:06Z [----] followers, [----] engagements
"lolz. No idea how long this will last but changing my dollar dividends into yen makes me feel like a fucking high roller [---] yen/USD lol. The good The dividends I collect in USD are great for reinvesting into my Japan stock portfolio. The bad Trips abroad are now crazy expensive and Japan is starting to feel like Thailand now with crowds of obnoxious foreign tourists at all the big tourist spots [---] yen/USD lol. The good The dividends I collect in USD are great for reinvesting into my Japan stock portfolio. The bad Trips abroad are now crazy expensive and Japan is starting to feel like"
X Link 2024-04-11T05:49Z [----] followers, [----] engagements
"@ValueInvestJpn Well done. I have about [--] positions now through more or less I let the concentration happen naturally. Itochu and Mitsubishi have been nice compounders"
X Link 2024-04-12T10:31Z [----] followers, [---] engagements
"Its unfortunate but one thing Ive learned is that many people who dont invest often seem to resent those who do. Its just one reason why I use a pseudonym"
X Link 2024-04-13T12:31Z [----] followers, 10.1K engagements
"When stocks are at all time highs: I cant buy now stocks are expensive. When stocks are getting crushed: I cant buy now stocks keep going down. Good investing is long term. Most who try timing the market fail at it"
X Link 2024-04-17T04:42Z [----] followers, [----] engagements
"Some people bash dividend investing but I like the constant cash flow. Regardless of whether the market is up or down I can collect passive income to use as I like: reinvest into my portfolio into new or existing positions or use the money elsewhere as I see fit"
X Link 2024-04-17T04:51Z [----] followers, [----] engagements
"I may be biased (I am half Japanese/ half American) but I knew I wanted to live in Japan since I was [--] years old. I cant say its paradise here but for some people Japan is a fine country to live"
X Link 2024-04-17T05:03Z 11.4K followers, 32.4K engagements
"Nikkei today"
X Link 2024-04-19T02:05Z [----] followers, [----] engagements
"Tokyo # [--] lol (if youre wondering why theyre foreign tourists everywhere now)"
X Link 2024-04-19T23:32Z 11.4K followers, 58.9K engagements
"Literally seeing stuff about NISA on tv everyday now it seems. Message from Japanese government is clear: get your money out the mattress and invest it"
X Link 2024-04-20T01:31Z [----] followers, [----] engagements
"People often ask me about how to invest and I always tell them the same: if you have a 401k ideco or nisa just automate and max those out every month into an index fund. No need to pay attention to the market. Auto contribute every month for 20-30 years and youll be fine"
X Link 2024-04-24T04:13Z [----] followers, [----] engagements
"Buying individual stocks or paying attention to the market is not worth it for most people. I do both but only because I am a weirdo and a sadist and have no other hobbies π"
X Link 2024-04-24T04:13Z [----] followers, [----] engagements
"Also get lots of questions about yen/ usd exchange rate and if it will go up or down. Fuck if I know; maybe it will go up and maybe it will go down. Just invest anyway for the long term and likely youll be better off than doing nothing at all"
X Link 2024-04-24T04:25Z [----] followers, [----] engagements
"Weak yen bad only if youre sending money home. English teaching pays less now for lower end though pay in Japan overall isnt great for all fields. Still quality of life is high with much less housing and healthcare and food costs than other countries Don't move to Japan and if you are already here you should consider leaving. https://t.co/ou75AyvAyg RetireJapan = personal finance investing retirement and life in Japan https://t.co/7eaTDrfXuR Don't move to Japan and if you are already here you should consider leaving. https://t.co/ou75AyvAyg RetireJapan = personal finance investing retirement"
X Link 2024-04-25T04:49Z [----] followers, 37.5K engagements
"Maybe its changed but this is basically the rural Japanese lady pachinko starting pack @CacheThatCheque in rural Japan I new this English teacher that would go to hit on ladies - this was [--] years ago @CacheThatCheque in rural Japan I new this English teacher that would go to hit on ladies - this was [--] years ago"
X Link 2024-04-25T23:46Z [----] followers, 40.7K engagements
"@DividendGrowth Can watch it online for free. Seems good enough to me π€·β"
X Link 2024-05-04T22:16Z [----] followers, [----] engagements
"So many small and medium sized trading companies in Japan doing brisk business. Two of my holdings Inabata [----] and Nagase [----] up nicely today on announcements of buybacks and dividend hikes. Both steadily buying back shares and doing dividend raises past [--] yrs. Boring is fine"
X Link 2024-05-09T10:37Z [----] followers, [----] engagements
"As a group the Sogo shosha have grown into a big concentration of my portfolio. My cost basis for each of them: Itochu [----] Mitsubishi [---] Mitsui [----] Marubeni [---] Sumitomo [----]. Not sure if Id add more to these positions at their current levels but will hold for life"
X Link 2024-05-09T10:46Z [----] followers, [----] engagements
"Japan Tobacco quickly approaching its all time high reached back in [----]. Healthy balance sheet great dividend payer and has 60% of sales coming from overseas markets"
X Link 2024-05-09T12:08Z [----] followers, [----] engagements
"I love Japanese coffee culture. My favorite coffee shops are the many places still stuck in the Showa era: old crumbling paper menus with morning and napolitan specials lots of black coffee and tobacco stained chairs and tables and lots of oyajis reading the paper Come at me Italy. https://t.co/f1M4n9e58z Come at me Italy. https://t.co/f1M4n9e58z"
X Link 2024-05-10T01:40Z 11.4K followers, 29.9K engagements
"@Cyclical_invest Theyre all diversified but a little different with some themes. Sumitomo has many media businesses Marubeni has agribusinesses Mitsui and Mitsubishi have energy and real estate and Itochu has textiles and non resource businesses but all dabble in everything"
X Link 2024-05-10T07:42Z [----] followers, [--] engagements
"As my family has grown so have my living expenses. This is fine though; I have now reached a point where I no longer need to use my salary for investing and can keep funding my portfolio now entirely through dividends. This is another reason why I like dividend growth investing"
X Link 2024-05-11T04:59Z [----] followers, [----] engagements
"@prashant_0723 About 7-8 years very aggressively. Did crazy buying at depressed prices during Covid as well. Collect all the dividends and buy as I like. Preference is below book value stocks with growing dividends and net cash. Lots of companies like this in Japan"
X Link 2024-05-11T05:25Z [----] followers, [---] engagements
"One of my favorite Japanese documentary TV shows is Gaiya no Yoake from TV Tokyo. The shows theme this week was about foreign money coming to Japan. The show showed an interesting segment about how rich Chinese are now moving to Japan to buy real estate and stocks"
X Link 2024-05-12T03:16Z [----] followers, 10.7K engagements
"In the scene pictured above a group of Chinese in Japan are gathering after attending a paid to attend Chinese seminar about investing in the Japanese stock market. The Chinese lecturer at the seminar notably tells the attendees that Japanese stocks are a lifetime bargain"
X Link 2024-05-12T03:20Z [----] followers, [---] engagements
"Other attendees are interviewed and they all note how much money theyve made in the Japanese stock market how cheap the real estate is and how desirable it is to leave China and settle in Japan"
X Link 2024-05-12T03:21Z [----] followers, [----] engagements
"@Bakksisback Japans government doesnt mind the source of funds so as long as taxes are paid"
X Link 2024-05-12T03:44Z [----] followers, [---] engagements
"I churned out a few names from my portfolio (Ube Kirin) after holding them for several years with zero gains. Decide to sell them both to add new small cap positions and within weeks of doing so they both do dividend raises and start going up. Fuck. Lesson: dont sell"
X Link 2024-05-12T07:30Z [----] followers, [----] engagements
"@JasonReid_ Sold that one too but I dont think it was a mistake"
X Link 2024-05-12T08:01Z [----] followers, [---] engagements
"Showed this to one of my American coworkers because I thought itd get a good laugh and he just said Who is that Is that the guy from Space Jam and Jurassic Park WTF are there really people from America in [----] who have never seen an episode of Seinfeld Organizer Of Walkout Against Jerry Seinfeld Revealed https://t.co/lMLCO8C1OG https://t.co/OkD06vlo97 Organizer Of Walkout Against Jerry Seinfeld Revealed https://t.co/lMLCO8C1OG https://t.co/OkD06vlo97"
X Link 2024-05-13T07:57Z [----] followers, [----] engagements
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/creator/twitter::CacheThatCheque