The Acquirers Podcast cover image

Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

The Acquirers Podcast

CHAPTER

Successful Investment in Japan: Borrowing Money and Pairing Assets with Liabilities

This chapter delves into a successful investment made in Japan, highlighting the use of borrowed funds and keeping Japanese assets paired with Japanese liabilities. It emphasizes the often overlooked but significant position of the Japan investment in the investor's portfolio, while also discussing dividend policies and net interest margin comparisons. Additionally, it explores the balance between the 'never sell' mentality and the need to compound equity at a high rate.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner