Turning Over Rocks | Substack

Sankyo Ltd - The best bet on a pachinko revival

Sankyo is a Japanese gaming machine maker that trades at 1.6x EV/EBITDA and has bought back a third of its shares since 2019.

Sep 5 •

Turning over Rocks

New

This is Turning Over Rocks.

Sep 1 •

Turning over Rocks

Turning Over Rocks

Turning Over Rocks

Another newsletter about value investing. I turn over a lot of rocks.

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