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]

>Gaijin libs crying
>tobacco stocks at all time highs
>record levels of Japanese stock dividends and buybacks

WE ARE SO BACK

[CTC @CacheThatCheque]

@airkatakana I'm sorry, was there a message in that photo? I didn't notice

[CTC @CacheThatCheque]

If you're running a small investment account (e.g. you're a broke retail investor) the best way to grow your account is to either contribute every month into an index fund automatically (and never touch it or look at it for 20-30 years) or you buy stocks that are out of favor, beaten down, and at depressed valuations that no one else wants (you minimize your downside and set yourself up for upside)

[CTC @CacheThatCheque]

@b_k_t_r_ I was buying this stock at under 2000 yen a share when everyone was calling tobacco a dead industry. Weaponized autistic value investing

[CTC @CacheThatCheque]

Leveraged AI traders getting wiped out is bullish for tobacco stocks

[milkmaniac @milkmaniac]

@CacheThatCheque Tobacco is an AI trade - mass layoffs will lead ppl to the source of enlightenment - nicotine

[CTC @CacheThatCheque]

Let's give some love for one of my holdings, Okura Industrial, which is up 8.10% this morning.

Good earnings report released yesterday: record profts and management raising its dividend from 220 yen to 240 yen a share.

[CTC @CacheThatCheque]

I love boring Japanese small caps and a fun way to go hunting for them is to search for Japanese companies based outside of Tokyo. This is how I found Okura Industrial, a company based in Kagawa. Up 56% ytd, net cash, dividend growth, and doing buybacks. A lot to like here

[CTC @CacheThatCheque]

KT&G Corporation (Korea Tobacco & Ginseng) is the only Korean stock I'd buy having done just 30 seconds of research on it.

All I need to know is that it is a tobacco company

[Tobacco Insider @tobaccoinsider]

KT&G: Q1 2026 Results
"Overseas cigarette momentum continues"

- Revenue: +14.3% to ₩1.7tn
- Operating profit: +27.6% to ₩364.5bn

Full analysis:
https://t.co/opIsPZ49z7

“Triple Growth” in overseas cigarettes: volume (+15%), revenue (+24.6%), operating profit (+56.1%)

[CTC @CacheThatCheque]

@wil_in_Japan sometimes it's just all for the love of the game

[milkmaniac @milkmaniac]

@CacheThatCheque Subnote on women:

Beware of pinoy that can speak English and seems traditional.

Add in a dose of “you so big” flattery and your hooked

She will destroy you

[CTC @CacheThatCheque]

@b_k_t_r_ I was buying this stock at under 2000 yen a share when everyone was calling tobacco a dead industry. Weaponized autistic value investing

[CTC @CacheThatCheque]

JT up 7.40% this morning.

BULLISH NICOTINE

[CTC @CacheThatCheque]

Based JT always delivers. Pump it into my veins

[CTC @CacheThatCheque]

@wil_in_Japan many such cases

[CTC @CacheThatCheque]

It really do be like that.

Charlie Munger quote from "The Tao of Charlie Munger"

[Nyan Nyan @CatNyanpital]

@CacheThatCheque Charlie also said to study and be like the Chinese.

So work 90H weeks just to take on 7x leverage on cyclicals ?

[CTC @CacheThatCheque]

Hear me out: a younger Warren Buffett could have come to Japan and settled in during the bubble era and won elite gaijin life bingo several times over.

He’d have the autism for learning Japanese through rote memorization,
he’d be buying deep value Japanese stocks left and right that make him a fortune while also not getting wiped out in the post bubble crash, he’d have PR, 3 kids, a humble house in the Japanese equivalent of Nebraska (somewhere in Gifu or Toyama?) and his Japanese wife would be like his real life wife and would have introduced him to her own handpicked choice of mistress.

Buffett would be like Kiritani, he’d be on all the TV stations as some wacky, autistic, elite gaijin lifer investor who’d everyone would laugh at because he’d only eat at Saizeriya and McDonald’s and refuse to eat sushi or any Japanese food other than microwaved packages of rice despite living in Japan for decades

[CTC @CacheThatCheque]

500m yen, JLPT N1, PR, a house, a Japanese wife, 2 or more children, and a mistress, and you win elite gaijin life bingo and have fully acclimated to Japanese culture

[CTC @CacheThatCheque]

@OGTaylorB Bullish nicotine

[CTC @CacheThatCheque]

Based JT always delivers. Pump it into my veins

[Tobacco Insider @tobaccoinsider]

Japan Tobacco: Q2 2026
Growing in both traditional and new nicotine products:
- Total volume: +1.0% (combustibles +0.5%)
- RRP volume: +24.2% (HTP +31.5%)

Our summary:
🔗 https://t.co/71etN9r09J

HTP share reaches 18.3% in Japan, solidifying #2 position ahead of glo (BAT)

[CTC @CacheThatCheque]

@kumacatfish

[CTC @CacheThatCheque]

@milkmaniac knew a guy that married someone like this and got milked. it's all fun and games until you wife them up

[CTC @CacheThatCheque]

Terrible stuff to see but Charlie Munger once said it best, "There are only three ways a smart person can go broke: liquor, ladies, and leverage."

[Kyle @zeroxkyle]

what the fuck is happening in the Asian continent

[CTC @CacheThatCheque]

@InvestInJapan @verdadcap Just subbed, will give it a listen!

[CTC @CacheThatCheque]

Great podcast I enjoy listening to. Nice appearance from ⁦⁦@verdadcap⁩ who also talked about Japanese and Korean stocks https://t.co/VzO3uCeaCe

[CTC @CacheThatCheque]

@RetireInJapan I also notice many high end cars in Osaka. I think sometimes they're bought on credit, other times bought with company expenses, and other times bought as a way of gifting assets to family members

[CTC @CacheThatCheque]

I'm right in the middle of this pyramid at 50-100m yen in assets with along with 6.6% of Japanese households.
The shitposting will continue.

[CTC @CacheThatCheque]

@uckema less than 3% of Japanese households have 100-500m yen in assets. Just 0.2% have 500m yen or more. Kiritani-san is defintely up there among the rich Japanese class and yet he lives like an autistic rat

[CTC @CacheThatCheque]

From June

This was the top

[The Kobeissi Letter @KobeissiLetter]

Absolutely incredible.

In an unprecedented move, South Korea's stock market just collapsed -44% in 40 days, erasing -$2 trillion in market cap.

Now, South Korea's finance ministry has announced plans to "stabilize" the market.

What is happening? Let us explain.

(a thread)