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

The Acquirers Podcast

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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.

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