@SimplerInvestor

Global Investor Scanning the world to find the best possible businesses trading at single digits. https://xitter.cf/t.co/KLhIKLgEPz

Joined September 2019
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31Media
2025 Portfolio Review (Last one to be published) Performance: 44.47% 5 Years TWR CAGR: 15.41% 5 Years MWR CAGR: 17.75% Holdings: 🇳🇿 $TAH.NZ 31% 🇯🇵 $6086.T 22% 🇯🇵 $353A 21% 🇬🇧 $MHA.L 12% 🇺🇸 $FULO 10% 🇺🇸 Cash 4% Comments, mistakes and metrics can be found in the link in bio
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Football won
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One underrated source of info when researching a company in Japan are the company's recruitment sites, which is often a dedicated site. Sometimes you will find nuggets that aren't even in IR, plus you get a good feel for what kind of personnel they're looking for. If you can't find it in English just search the company name + 求人 and it'll show up
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$TAH.NZ continues its impressive performance. Services provided to 121 ARC Facilities up 34% YoY Revenue up 18% EBIT up 24% NPAT up 25% Two latest acquisitions under a 3x EBIT multiple Executive Remuneration tied to ROIC with a reinvestment commitment in $TAH.NZ shares
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I think about this every single day.
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$EASOR , The recent spin-off from $TNOM just reported an EBITDA -to-EBIT conversion of 14%. I don't think I have ever seen anything like it, not even for a software company. Between leases and capitalization, using EBITDA under IFRS 16 is becoming a highly risky game.
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$MHA.L releases another positive trading update. Shares are up ~30% from the below a couple of months ago. Only Revenue and EBITDA released. Trades at 10x EV/EBITDA after removing lease expenses.
Livan
@SimplerInvestorMar 2
Based on fully diluted shares, $MHA.L now trades at roughly 9x EV/PBT & 11x EV/FCF of the year ending March 26. Given HSD organic growth and the drag from acquisitions, the numbers drop to 8x PBT and 10x FCF on FY27, for an 87% recurring business with very low capital needs.
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Outstanding FY26 Results for Shin Maint $6086.T Once again forecasts are surpassed across the board, double digits are achieved in every metric. Trades at: 8x LTM EV/EBIT 9x LTM EV/FCF 16x LTM MC/NI Holds over 5% of market share, and owns 9% of its closest competitor.
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Livan retweeted
signüll
@signulllApr 10
“laid back” is what high agency ppl look like from the outside when they’ve correctly identified which games are worth playing & simply declined the rest.
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Many of you probably don't remember what happened after the South Sea Bubble. They banned publicly traded stock. But England continued to grow. It's a myth that once you got some capital market, that it has to be as fast and efficient as a casino. It doesn't. -Charlie Munger
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Livan retweeted
Oliver
@oliverhamrinMar 5
Just learned about the beautiful personal library of a German mining engineer called Bruno Schröder. His entire house was covered in custom shelves he built himself, housing his life’s work – a 70,000 book collection. Bruno died in 2022 at 88, while in the midst of digitally cataloguing his massive collection. Sadly, he had no relatives and the house, including the books, was handed to an estate manager and put up for sale. That’s when his story and these photos surfaced.
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Based on fully diluted shares, $MHA.L now trades at roughly 9x EV/PBT & 11x EV/FCF of the year ending March 26. Given HSD organic growth and the drag from acquisitions, the numbers drop to 8x PBT and 10x FCF on FY27, for an 87% recurring business with very low capital needs.
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I never thought that three of my most admired/followed companies would ever trade under 15x FCF. $CSU $BRO $VITEC Really interesting times we are living in.
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🇯🇵 $6086.T Shin Maint Holdings continues to deliver great performance like clockwork. Q3 YTD Revenues: ¥23,245 up 17% Q3 YTD OP Income: ¥1,743 up 23% Q3 YTD Net Income ¥1,140 up 25% Guidance for the full year in Operating Income is once again achieved by Q3.
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Warren Buffett retires today, most likely in his mind at the closing bell, just minutes from now. Congratulations to the greatest investor the world will ever know. The returns speak for themselves - Berkshire earned 6,118,651% or 19.9% annually over his 60 years running the company. The S&P 500 returned 46,491%, or 10.4%. Berkshire’s shares could decline by 99.2% and still have outperformed the market. The record is even greater when including the partnerships he ran through 1969. However, it is not the returns but the way Warren did it that matters most; with integrity and morality - and with humility and humor. He didn’t have to teach, but he did. On behalf of so many of us, thank you, sir.
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This year's write-ups on Asian Century Stocks. If you're interested in any of them, join! asiancenturystocks.com/libra…
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New Write Up on: 🇯🇵 $353A Elevator Communications Co, Ltd EV/MC - 3,000B ¥ EBIT FY 26 (May 26) 300M ¥-350M ¥ EBIT/FCF Conversion- 101% (3 Year Average) EV/EBIT-10x EV/FCF-10x ROIC-31% -Founder Led -Insiders own 75% -Revenue has grown every year since 2006 Link in bio
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Li Lu has held a single company’s stock for over 22 years During this period , the stock has dropped more than 50% up to 6 times ! “Only then is your circle of competence truly tested “
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Originating from Omi merchants in Japan, Sanpo Yoshi means "Good for the Seller, Good for the Buyer, Good for Society." This is useful when evaluating investment opportunities too.
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