CTC

Japanese shitco and tobacco stonk autist. Saizeriya lover. just another random based chud with an anime avatar. no investment advice

[CTC @CacheThatCheque]

America has Warren Buffett, but Japan's most famous investor is 71-year-old Kiritani, who has a portfolio of over 500 stocks totaling over 400 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

[CTC @CacheThatCheque]

@roshiajinjp As of now, yochien is free, I collect childcare payments 児童手当 and school lunches are free in my area but I wonder if it’s too little too late. Maybe next step is government issued Alphards for families who have 4 children

[CTC @CacheThatCheque]

Japan's large debt profile looks very different when you account for its huge asset portfolio.

Japanese government has huge assets and holdings in land, real estate, equities and US Treasuries. While not all of it is easily liquid, the assets are important in conversations about government debt

[Crémieux @cremieuxrecueil]

TIL Japan calculates its gross government debt including asset-backed debt, so its ~220% of GDP figure is actually comparable to France's ~120% figure.

They're just measuring different things.

[CTC @CacheThatCheque]

@investBG I have seen different measures for Japan like the 120% gdp debt figure comparable to UK/France elsewhere as well, but yes as you mention Japan's government debt mostly held by BOJ also makes a difference

[CTC @CacheThatCheque]

Several papers on this topic but this link gives a source: https://t.co/VatkiNxLpL

[CTC @CacheThatCheque]

FOREVER LONG TOBACCO STOCKS

[bone @boneGPT]

People say AI will cure cancer but rarely do they talk about the TAM of curing cancer.

Global cancer treatment currently costs about $250b a year: How much of that can a cure capture?

Maybe 10%? If Anthropic starts a pharma company and funds the trials and go all in maybe 20-25%?

we're only talking 20-50b a year

if they develop a true one time cure then the TAM goes WAY DOWN. Most of the revenue in healthcare is from expensive repeat therapies.

it will be impossible to protect the IP on the cure for cancer (& downright misanthropic) so you'll have foreign generics overnight, add in liability and regulatory bullshit, the cost of getting it to market and distributed, how much meat is really on the bone here?

Ant's last round was $65b. A cure for cancer nets them maybe a third of that a year, on the top end. They are a decade away from a cure.

If we cure cancer, what is the outcome? infiniboomers draining the govt coffers competing over limited jobs? a welfare state of old immortal mooches? I live in Florida. I've seen this world you won't like it.

The AI company that wins won't cure cancer, they'll cause it. Philip Morris made $41b last year and it's increasing $3b a year. Anthropic has a fiduciary duty to start a cigarette company. Will they? Are they cut out for this game?

I don't think so.

Sam Altman will do it. You'll be smoking robot rolled Menthol Sammies in a double polo strapped into your goon machine. He knows what it takes to win. Anthropic will be busy curing cancer like a bunch of dweebs while Sam Altman takes over the world one cigarette at a time.

Long Philip Morris. Long OpenAI.

[CTC @CacheThatCheque]

The Japanese equivalent are the dealerships staffed by yankii and failed salarymen

[Samswara @samswoora]

Wish toyota dealerships in the US were staffed by actual japanese instead of old drug dealers from my high school

[eric ゑリｯ久 @shinobu_books]

POV you just told your Japanese wife you might not be able to cover the Otoshi-dama money for all the nieces and nephews due to the weak yen

[CTC @CacheThatCheque]

@IslandRockOwned

[CTC @CacheThatCheque]

POV: you just told your trad Japanese wife, “the Christmas trip to Hawaii is canceled this year because the Russians tanked my Japan Tobacco stock”

[CTC @CacheThatCheque]

@anroy_research How it’s going for the giga chad Japan stock bros in 2026

[Gearoid Reidy リーディー・ガロウド @GearoidReidy]

Russia has taken over Japan Tobacco's plants, putting $9.5 billion of assets at risk. Tokyo’s timid line on Moscow has bought it nothing, and Japan's lingering dreams of better ties should now be extinguished. My latest, free to read:

https://t.co/5EYG4u2Rcu

[CTC @CacheThatCheque]

Radicalization complete

[Crémieux @cremieuxrecueil]

You know Paris Syndrome? The thing where you go to Paris and it turns out to suck?

I have Tokyo Syndrome: I went to Japan and it was an even better place than I thought it'd be.

[CTC @CacheThatCheque]

Portfolio now just shy of all time highs, but the commies, libs, and ESG cultists will need to kill me first before they get their hands on my Japan Tobacco shares

[milkmaniac @milkmaniac]

@CacheThatCheque PF back to ATH, even after the -28% communist asset robbery

[CTC @CacheThatCheque]

Hiroo Onoda, emerging from the island jungle caves of the Pacific and giving a salute as a Japan Tobacco shareholder and patriot, colorized

[Bob Grayson @BobGrayson15]

@CacheThatCheque They'll be found 30 years from now hiding in a cave on a remote island in the South Pacific, living off of insects and small rodents, skin and bone, with boxes of pristine physical shares in JT, asking "what's the current market price" before asking for a wagu steak and sake 🤣🤣

[CTC @CacheThatCheque]

You may not like it but this is what the future golden age of Japanese industrial espionage looks like

[CTC @CacheThatCheque]

We are living in a new golden age of industrial espionage and Japan will soon be a leader in the craft with its huge army of yankii trad spy wives who moonlight for Japan Inc. The tech billionaires of the world will be smitten and powerless to the prowess of yankii.

BULLISH JAPAN

[CTC @CacheThatCheque]

Japan Tobacco diamond hands investors are like the Imperial Japanese Army soldiers left for dead by the higher ups.

NEVER SELL. NEVER MOVE GROUND. HOLD THE LINE

[justenable @justenable_G1]

@CacheThatCheque If she was yankii, she would have blown my shit smoove off. Instead foid sent me back to Nikkei trenches after telling her Putin rugged " her" NISAs.
I long for enough allowance to even step into Saizeriya now.....

[Pix🔎 @PixBuilds]

How To Tell If Your Girlfriend Is A Spy:

[CTC @CacheThatCheque]

We are living in a new golden age of industrial espionage and Japan will soon be a leader in the craft with its huge army of yankii trad spy wives who moonlight for Japan Inc. The tech billionaires of the world will be smitten and powerless to the prowess of yankii.

BULLISH JAPAN

[CTC @CacheThatCheque]

All these billionaires going after mid Asian women.

Japan still has no idea of its hidden potential in honeypot maxxing all the world’s billionaires with its huge reserve of yankii spy trad wives

[litquidity @litcapital]

The 2 🎉 reactions lmao

[CTC @CacheThatCheque]

As Charlie Munger said, “Smart men go broke three ways: liquor, ladies, and leverage.”

[Hated Moats Investor @HatedMoats]

if you know, you know