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My Portfolio Snapshot
Disclose my portfolio info, stock name, position size, return% for paid-sub
Dec 28, 2025
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SEC Carbon(5304)
Super niche top business, Positive macro trend will support in coming turnaround, Net-Net, Dividend over 4%.
Jan 7
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Net-Net-Hunter Japan
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[Notice]Next Step for my Substack
Re-construction of services on my Substack, Start paid subscription from next year.
Dec 11, 2025
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Mortgage Service Japan(7192)
The price was down over 60% in the last few years. Market underestimates their business performance is solid amid difficult external situation, and sign…
Nov 21, 2025
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Earning Update 2025/11 for Komaihaltec(5915), TOW(4767), DMW(6365), Human HD(2415)
Komaihaltec(5915)
Nov 15, 2025
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Earning Update 2025/11 for Lonseal Corp(4224), UEKI(1867), Punch Industry(6165)
Lonseal Corp(4224)
Nov 12, 2025
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Net-Net-Hunter Japan
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Earning Update 2025/11 for Canare(5819), Nagoya Electric Works(6797), Sanyei Corp(8119), Create Medic(5187)
Canare(5819)
Nov 5, 2025
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Komaihaltec(5915)
The market set 0 valuation for Renewable Energy Business. This ridiculous valuation brings investment opportunity for 3x upside. Dividend 4%. Net-Net
Oct 18, 2025
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