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    Thursday, June 28, 2018

    Value Investing Fujix Ltd (3600) Japanese Net-Net Stock (Trading Below Liquidation Value) Thoughts?

    Value Investing Fujix Ltd (3600) Japanese Net-Net Stock (Trading Below Liquidation Value) Thoughts?


    Fujix Ltd (3600) Japanese Net-Net Stock (Trading Below Liquidation Value) Thoughts?

    Posted: 27 Jun 2018 05:04 PM PDT

    https://www.investing.com/equities/fujix-ltd-balance-sheet

    I recently found a company trading a $3.25B JPY (market cap.) with a NCAV value of $5.26B JPY, giving me a margin of safety of 38%. I understand it is not the best company in the world but still stock has a low debt to equity ratio, not the best earnings but atleast profitable for 3/4 years and a growing cash rich balance sheet. PE ratio of 3.07. I feel like this is a classic Graham type cigar butt stock. I want to know your guys opinions on this stock? Is this buy in your opinion? Do you see anything wrong? These type of stocks, have never been around in the USA in large quantities for awhile. So, that is why I chose to explore Japan.

    Thanks for the help!

    submitted by /u/Stuffmatters_123
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    Long thesis on Entercom (ETM) - trading at $7.75 per share, valued at 100%+ that - a risky stock with large upside

    Posted: 28 Jun 2018 01:02 AM PDT

    It was originally published on Focused Compounding, a paid-membership website, but the write-up can be found by following this link:

    https://focusedcompounding.com/wp-content/uploads/2018/05/Entercom-Communcations-ETM-The-Second-Largest-Radio-Station-Owner-in-the-U.S.-Trades-at-a-Lower-EVEBITDA-Than-its-Debt-Laden-Peers.pdf

    What do you think of the long case here? Is it worth the obvious risk, given its cheap multiples and high cash flow generation?

    submitted by /u/EcinEdud
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