Whopper Investments on "Dirt Cheap Japanese Stocks"

"The fact is with Japanese companies I’m so unaware of the culture, politics, regulations, etc., and have such little grasp on their financials and where all the “bodies are buried” that I’m simply unable to do that with these Japanese companies. Instead, I’m relying on one simple thing- a business that is consistently profitable is almost always worth more than NCAV and certainly not worth less than net cash per share, especially given the company is willing to consistently pay out dividends..."

I think this is a legitimate approach. Not with your whole portfolio, but to allocate a small piece to a large number of companies that are statistically very cheap will probably go well.

I am interested in Japan. I just ordered Investing in Japan: There is no stock market as undervalued and as misunderstood as Japan. And here is another piece of Japan that I enjoyed: