EveryNetNet

Building the go-to platform for data, insights and discussion for net-net stocks and deep value. Benjamin Graham inspired. JP: NCAV 以下の銘柄の完全なリスト (マイナス企業価値）

[Clark Square Capital @ClarkSquareCap]

Alright, it's been a while since the last one.

What's your favorite idea at the moment and why? Any geography, any market cap, any style.

Please include the ticker and a few sentences on why you like it. I will compile the results and share.

Please RT for visibility!

[EveryNetNet @everynetnet]

@Jack_Raines @bucketshopcap It’s an interesting dynamic since the
implosion made most not look at anything labeled with SPAC. Overlooked.

[EveryNetNet @everynetnet]

@RocksOver There's a lot of hidden gems. Some of those even never lost money in the past 10YRs except in 2008.

[EveryNetNet @everynetnet]

Interactive Brokers now allows clients to trade on Bursa Malaysia!

Great news! There are 80+ Malaysian net-net stocks in our database!

https://t.co/3eXfS2em2Y

[EveryNetNet @everynetnet]

@JarrattDavis Data sources vary from various sources so that’s why I’m hesitant to provide financials in-site. I also think it would kind of be re-inventing the wheel, as there are definitely other sites that do financials data very well already.

[EveryNetNet @everynetnet]

Current users, let us know your thoughts:

"On the EveryNetNet website, I'd be more likely or prefer to..."

1: Use a different service or website to learn more about the financials (Yahoo Finance, filings, etc.)
2: View financial information directly within the EveryNetNet site

[EveryNetNet @everynetnet]

@BTCStcoksInvest Classic

[EveryNetNet @everynetnet]

@antarcticapital Lots of fat dividends from <1x NCAV companies in China. Interesting risk trade offs on those ones.

[EveryNetNet @everynetnet]

@benbstwits 1x Tangible Book? Too high for me smh.

[EveryNetNet @everynetnet]

@Canadada5 @CDInewsletter The 2 year limit seems kind of arbitrary but in practice it was pretty effective at eliminating a lot of the “forever net-nets” that had some fundamental issues closing the gap between NCAV and price.

[EveryNetNet @everynetnet]

@hurdle_rate Japan governance keeps getting better especially for these below TBV or NCAV businesses since the exchanges (mainly Japan Exchange Group) are pushing them to close the gap. With filing requirements, plan outlines, etc.

[EveryNetNet @everynetnet]

@phr6yoVNBd76307 @tsungrow 迷惑をかけるつもりはありませんが、現在どのようにしてネットネット株を検索していますか

[EveryNetNet @everynetnet]

@kakugarism 迷惑をかけるつもりはありませんが、現在どのようにしてネットネット株を検索していますか

[EveryNetNet @everynetnet]

@atelicinvest @oppenheime62198 @AltayCapital Also a shift in capital allocation approach for sure yeah. I’m not sure about Korea but Japan governance was bad for decades. Now, average Japanese governance is probably better than avg. US company governance (i.m.o.).

[EveryNetNet @everynetnet]

@3546554377876d 국내에는 NCAV 이하로 가격이 책정된 회사가 100개가 넘는다고 생각합니다. 규제로 인해 투자가 더 쉽게 이루어지기를 바랍니다

[EveryNetNet @everynetnet]

@oppenheime62198 @atelicinvest @AltayCapital Korea has started some regulatory changes that make it easier for foreigners to invest.

There’s a possibility they continue to open up investment due to the demographics issues, etc.

There are 100+ net nets just in South Korea exchanges alone.

[EveryNetNet @everynetnet]

@ParsaniaAkash @itscharliemar Some of them can be pretty small. If you’re interested https://t.co/LJgRXBLi2u has a full list of global net nets.

[EveryNetNet @everynetnet]

@kabu1000 🙌🏻

[EveryNetNet @everynetnet]

@kabu1000 Looks delicious

[EveryNetNet @everynetnet]

@BrownMarubozu @HariSeldomRight Any thoughts on what happens when Prem bites the dust? Succession plan, will things change much?

[EveryNetNet @everynetnet]

@BuffaloBillCo Yeah that was complete shareholder robbery