While traveling to Japan, I used their services multiple times, and paid good money for them. So picture this: It’s September 2025, I’m in Japan, sitting in a Shinkansen — the Japanese bullet train — and this thing is flying through mountains at 300 km/h like it’s nothing. And I’m thinking:
“How can a company that basically owns the most important transportation artery in Japan be trading at a P/E of 10?”
How can a monopolistic business, in the most popular area of Japan, trade at only a P/E of 10? Let’s discover if this is actually an investment opportunity, or more of a value trap…
Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.
You can also find us on:
- X @DutchInvestorsSubstack @The Dutch InvestorsInstagram @The Dutch Investors
Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.
You can also find us on:
- X @DutchInvestors Substack @The Dutch Investors Instagram @The Dutch Investors