The Uguisu Value newsletter has ended — the last issue was published in summer 2016. For more information see here.
A lot of interesting investment opportunities (equities) continue to be available in Japan. I have no change in plan with the 20-hole punch card approach with the deep under-valuations featuring profitable companies with sound balance sheets; time horizon arbitrage. There continue to be comparatively fewer opportunities in U.S. equities; I am enjoying the groundwork for future punch card investments — I’ve made only one purchase all year and two exits. I expect to have some new posts and offerings in 2017. Meantime, please find updates on Twitter: https://twitter.com/ActiveInvesting