Japan Deep Value

5 years later most listed stocks in Japan STILL trade below book value. more than 1000 companies need to be delisted. *Not giving investment advice.

[Japan Deep Value @JapanDeepValue1]

I've been thinking a lot recently about what narratives could modify the euphoric investing landscape to a more moderate or even bearish one.

Simply put I think it goes like this:

Narrative 1: "We cant spend this much anymore"

collides with

Narrative 2: "They wont let us spend this much anymore"

1 is a markets narrative, 2 is a political narrative

[Japan Deep Value @JapanDeepValue1]

@stoked_on_waves @zephyr_z9 Have never really looked tbh. Refused to touch it saw something about it today and realized it had fallen a long way more. Might be worth actually looking I suppose

[Japan Deep Value @JapanDeepValue1]

@zephyr_z9 Moar negative ev

[Japan Deep Value @JapanDeepValue1]

@zephyr_z9 Haha he’s somehow not saving $PEW trading negative EV below cash

[Japan Deep Value @JapanDeepValue1]

@PeterLakeSounds Do Japan Aug 5th 2024. If you can get the market data for futures and not just index it’s even more interesting. The move was one of the most insane things in market history.

[Japan Deep Value @JapanDeepValue1]

@OddStats Once that vol compression happens nothing can stop the re risk train

[Japan Deep Value @JapanDeepValue1]

@MoodyWriter13

[Japan Deep Value @JapanDeepValue1]

@HSinghCanada Why? And it’s already below the Nasdaq minimum market cap not sure when that becomes an issue.

[Japan Deep Value @JapanDeepValue1]

I agree with everything you said... but this stock is only up 10% since listing in 2023 (after significant growth)... they have been on a great track record the entire time and its not like it listed at some sky high valuation... I think they need to address share price specifically... as years of focus on execution has not convinced the market

[Japan Deep Value @JapanDeepValue1]

@Quantum_Sport it does seem nearly impossible that Masa son will walk away as a winner from what he has done here...

[Japan Deep Value @JapanDeepValue1]

@CKCapitalxx

[Japan Deep Value @JapanDeepValue1]

@johnarnold there is a very interesting university level class to be taught called "the mistakes of Masayoshi son"... it could likely be a full year course.

[Japan Deep Value @JapanDeepValue1]

@VictorH91230922 @bcanet @dan_glinert @Bmp_aisha @CaliforniaDFPI @linamkhan @ChopraUSA Another binary event. My view was that standalone valuation was around $5-5.5 with some material upside if buybacks are reinstated. Now with some binary litigation upside it seems ok to have something

[Japan Deep Value @JapanDeepValue1]

@WaterworldCapi1

[Japan Deep Value @JapanDeepValue1]

@ConsensusGurus Vol compressing. Systematics can re risk

[Japan Deep Value @JapanDeepValue1]

@MoodyWriter13 @stock_logging @paviaanicapital

[Japan Deep Value @JapanDeepValue1]

@finphysnerd @stockgutter That’s a rough dividend to pay on a lazy short

[Japan Deep Value @JapanDeepValue1]

@essential6t7 you were right about all of it

[Japan Deep Value @JapanDeepValue1]

In light of DFPI’s unacceptable conditions and following a thorough review of the transaction with legal and financial advisors and management, Western Union’s Board of Directors has determined to terminate the Merger Agreement. Under the terms of the Merger Agreement, neither Western Union nor Intermex is required to make any payment to the other in connection with the termination.

[Japan Deep Value @JapanDeepValue1]

@RodAlzmann uggh

[Japan Deep Value @JapanDeepValue1]

@bcanet @dan_glinert @CaliforniaDFPI @linamkhan @ChopraUSA the conditions don't look too extreme (although I am not an expert here).... its possible to still pull this off? I guess we have to wait for 8-K

[Japan Deep Value @JapanDeepValue1]

@RodAlzmann im no expert, but the conditions in the publication seem reasonable... will see what they say soon enough I suppose