pfsellers

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@NFTLOVER7865 help

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@MattPRD @Muse yes

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@Jake___Barfield @AltaFoxCapital @LongVollllll @ValleyFallsRI @JohnHuber72 who? dm?

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@IterIntellectus

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@WilliamGreen72 @robvinall Culture at Carvana

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@cremieuxrecueil

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@RecurveCapital Fingers crossed Dave pulls a Henry Singleton at these levels.

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@andrewcoye @real_MikeBarnes what are the value drivers here? youtube parnership? spectrum? any good write ups on this?

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@real_MikeBarnes Why aren't you buying in Tokyo?

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@GoodHouseCap wheres the best place to get pricing data here?

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@janeo1934 learn anything useful? IR doesn't respond to emails

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@TokyoDeepValue @stockreveal

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@TokyoDeepValue @stockreveal

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@CorpusCol @dirtcheapbanks

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@AltayCapital Dug into this today and there is lots to like. Any related party stuff concern you? Seems they lease HQ and a golf course from the controlling family.

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@JapanDeepValue1 Yah I thibk when @AltayCapital wrote this up the ev was like half of cost of the recently built HQ, business was free. No brainer.

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@japan_guru_x This is one of my favorite businesses as a consumer, Japanese or otherwise. Where did you find this info? I'd love to learn more and read the books by the founding family if they're ever converted to English.

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@japan_cap @AltayCapital Please report back :D

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@tphuang @CJHandmer