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Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan

The Acquirers Podcast

CHAPTER

Japanese Stock Market Changes and Potential for Improvement

This chapter discusses the recent changes in the Japanese stock market, including the requirement for stocks to trade above book value. They explore the government's plans to make cheap Japanese stocks more expensive and the potential for companies to achieve this through dividends and buybacks. They also highlight the room for improvement in the quality metrics of Japanese small caps and the exciting opportunities for microcap investors in Japan.

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