Juan Matienzo of Mercor Investment Group presented his investment theses on Kikukawa Enterprise (Japan: 6346), Charle Co. (Japan: 9885), and Sanko Co. (Japan: 6964) at Best Ideas 2024.

Thesis summaries:

Kikukawa Enterprise makes wood-sawing machines. It has a long history of profitability and trades at a very attractive discount to asset value.

Charle Co is a Japanese seller of women’s underwear that trades at a discount to its cash net of all liabilities.

Sanko Co is a Japanese maker of precision components. It trades at a large discount to asset value, is profitable, and has significant insider ownership.

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About the instructor:

Juan F. Matienzo is the Managing Partner of Mercor Investment Group, where he is responsible for the portfolio. Juan follows deep value principles, and prefers companies that trade for less than liquidating value. He is also an amateur painter. He has a BBA and a Master of Clinical Psychology from UDLAP, and an MBA from the Harvard Business School.