🔄Value strategy

Global Net-Nets (Japan / Asia)

Hunt cash-rich, sub-liquidation-value small caps in markets like Japan and Korea, where conservative balance sheets keep producing true net-nets long after they've become rare elsewhere.

Benjamin Graham's net-net concept, applied globally — most associated with Japan's persistently large net-net population, documented by deep-value investors such as James Montier (GMO) and the “Oddball Stocks” community