NEW EPISODE dropping 22nd July.
And we’ll cover a topic we haven’t covered yet on the podcast: Is growth cheap?
In this episode we’re going to talk growth equities in Japan, an area of the market which seems to be getting alot less attention and love these days.
Our upcoming guest has spent the last 2 decades looking at overlooked growth equities in Japan and will be sharing valuable experience in understanding this corner of the market and how to find multi-baggers in Japan.
We won’t just be talking about interesting businesses, but we’ll also be discussing some practical realities of researching Japanese companies especially when it comes to analysing beyond the balance sheet and more fundamental qualities of a business. Whether it’s understanding the unique consumer behaviors or how to talk to Japanese management teams.
One of his hot takes is how “language barrier” is an overrated reason not to invest and he’ll shares tips for how to navigate the terrain without having to speak the language.
We can’t wait to share it with you!
Our paid readers who can’t wait can already enjoy the transcript of the conversaiton below!
Comments
Nothing yet. Say the first thing.
Sign in to join the conversation.