Successful stock investment requires analyzing company fundamentals, including operating profit margins and geographic expansion strategies, while maintaining disciplined timing by buying when valuations are reasonable and selling when growth indicators peak. The video demonstrates this through examples like Sushi-ro's rising operating profit margin from 6% to 11% due to Chinese operations, and BYD's stock price increasing tenfold despite declining sales growth rates, illustrating that investors should focus on sustainable business growth rather than short-term price movements.
Deep Dive
Prerequisite Knowledge
- No data available.
Where to go next
- No data available.
Deep Dive
「スシローは買い!!!20年前のユニクロだ!株価10倍の世界企業になる!」と中国株の神 カテキン師匠が断言!Added:
Yes, good morning everyone. Well, in this morning's session, the futures session as of 8:50 am, the price is in the range of 6, which is close to 64,000 yen or even 5,000 yen.
Everyone, are you riding this fried noodle ride?
How's it going? Are you making money? Is it just so-so? I understand that some of you might be worried about jumping in now and thinking, "Oh, I want to get in, but the price will go up," and so on.
Uh, it's something like this.
Well, I've seen all sorts of fried soba noodles, but this one is quite memorable. I'm making so much money I can't stop laughing.
This is a bull, a bull. This is definitely the one. I'm listening to Mai on the mountain line. Oh, thank you very much. It's definitely Bull. This is the Bulls. It's a bull, right? 50,000 yen now seems like a distant summer day. Summer is coming.
Wearing a hat makes me happy. Thank you for brightening my day with a hat that some old guy is wearing. It's sunny, and the air is cold, but somehow when the weather is nice, I feel like I can go fishing. It's almost a little too hot. I feel kind of hot.
Well, to recap the US stock market last Friday, all three were high, with the Nasdaq being particularly strong. That's the general impression. I'll wait a moment. Bang.
And the recoil mechanism is really expensive, isn't it?
Almost everything is expensive now except for TSMC.
Ah, and also, EXO continues to falter, so the chart is starting to look rather unpleasant. I don't have this, but regarding oil, I guess the war is factored in, and it seems like the end is almost in sight. What this stock tells us is that Softbandki, which Ta-san retweeted, is talking about how loans secured by OPAI stock, the company whose picture OI is, are going to be cut by 40%. Even so, this is probably about a 5th-rank CFO.
Nikkei futures are also falling. I told you it's falling. Look at this one, there's not even 100 yen lying around. Is Nintendo finally at that point? I feel like something's missing unless more people come forward saying it's hopeless, and more ideas emerge. Nintendo END was 6600 yen in ADR, right?
Nice. Gifu-san really never disappoints, does he?
I didn't go surfing this weekend. Things have been a bit chaotic with my family, and I'm feeling dizzy. The prices are so high it makes my head spin. At first, I was so dizzy from my phobia that when I looked down, it was like looking down from the top of a skyscraper, and I was so dizzy. I'll be with Nintendo forever. I think it's a good thing that people are starting to question whether companies like Nintendo and Toyota are actually managing their businesses correctly from the perspective of their shareholders.
Gifu-san, New Paradise, New Hall of Fame, Uncle So's star-like 17,000 yen, which ended up being around 80,000 yen by the end of the year, was just too star-like. It's not impossible that someone might say, "I never imagined it would go this far." A lot of them have come out.
Nintendo's hardware is hit or miss, so it's not like you need cash. I understand that, of course, and I've continued running the business that way for decades, but if you're really running a good business, then you should just stop expanding. When you're in a pinch, is it really necessary to have 2 trillion yen or 1.8 trillion yen in cash on hand, like insurance? It seems like they're actually holding it in raw gold.
The memory is just about one stock, right? The large intestine of trading.
Oh, I forgot. It seems like the initial excitement has died down. yes. This information is brought to you by StockLiveMooMoo Securities and forlex.com. If you're buying US stocks, Mu Securities has fees that are 1/3/1/4 of other companies, and you might even be able to get shares in SpaceX and Anthropocene IPOs by applying from the public offering stage.
On May 27th, at a music bar on the first basement floor of a certain Real Gate property in Shibuya, Tabata, Choruko, and Shioya will be giving a lecture for invited guests only, and there will be a secret party for invited guests only, although it's not a completely secret party.
Please click the link in the description box and check out the lecture at forx.com.
FlexRex is no longer a lottery; it's now first-come, first-served. There are still about half the spots available. Out of 50 people. Please, everyone, apply now! There are just over two weeks left until May 27th. Please explain this. Even after making a deposit, the money remains yours. That's so true. In this day and age, having too much cash, like 1.8 trillion yen, and letting it all go to the inflation rate, means you're losing 50 billion yen every year, or rather, you're losing money.
Should I keep holding Nintendo? Will it explode someday? Why did you even buy Nintendo in the first place? I'm telling you to change the reason you bought it and stick it on the wall, but whenever you buy stocks, you should always have a reason for buying them. If that reason disappears and you believe in that reason and get out, then you can keep buying, but you're doing it on a whim and that's why it's no good.
Oh, Tabata-san has already reposted it, squeeze for call options. Well, a system like that can't last forever, absolutely not.
Oh, Wolf Murata's stock Urelnet Kuroshio is up 92 yen from 840 yen before the market opened. Seriously?
Seriously though, Kato, you're just too funny. I was watching Riki-san's live performances from yesterday and the day before yesterday. I thought the quote about what to buy, when to buy it, and when to sell it was quite insightful. That's right. With Kabura, you can make money no matter how crappy a stock is, as long as you buy and sell at the right time, but you'll lose money no matter how good a stock is if you buy and sell at the wrong time.
Nintendo's situation is pretty bad, but yesterday my kid stole my Switch game, and I was so annoyed that I bought one anyway.
Tabata & Choruko. Ah, so that's what you meant by an octopus party. Tabata and Choruko's child had an octopus party. Ah, I see, I see. Yes, yes, yes. Please check the description box on May 27th. Please write about when Nintendo Gifu threw it. That's definitely true.
Oh, Samurai Rider, I heard you made quite a profit. I'd like to go camping in New Zealand next February. That's nice. A campervan in New Zealand sounds pretty cool too. Well, I think Australia is a bit bigger, so that's good. What do you think? Well, New Zealand would be a good option too, wouldn't it? I've only been to that amazing natural place once. And it was for work.
New Genesis somehow reminds me of Japan in terms of its natural forests and trees. Thank you, 8. Hearing Ms. Hashida's voice on Monday mornings always cheers me up. If you have energy, you can do anything.
What's the big deal about Nintendo's losses? It's not a big deal.
Why buy Nintendo END? I've become quite pessimistic. Yeah. I think this reason is fine, but I feel like I'm still lacking a bit of the ability to attract people. But, well, it's impossible to hit the target perfectly anyway, so I guess it's okay to just buy a little at a time. thank you. I opened an account at lex.com. Hirohi 1029, let's meet in Shibuya. I'm sure you'll come. That's right. This is New Zealand, where the shrine maiden lives. By the way, Y's eldest son is also staying in New Zealand for a month this summer.
yes. Clang clang clang clang clang clang clang clang. A new market cycle begins this week. A new morning has dawned. It's a morning of hope. My heart was filled with joy, but what was it again? I got flustered.
Looking at Last Call and Ta-san, they certainly do n't seem very energetic. Ah, so that's it. I've never actually seen the last episode properly, but I went to Enrique's champagne salon a long time ago, and there's something really nice about Enrique. That was Enri at the time, maybe 3 or 4 years ago. There's definitely a certain gorilla-like quality to it. Like a cheerful female comedian.
Toyota seems to be in worse shape than Nintendo. I don't really understand it.
That song is only for a certain generation. Shut up. Wait, is n't this the song used for NHK radio calisthenics these days?
Well, the actual product also has 63,000 units added to it.
Okay, let's check the others. Hey, thanks. The cause is still high. Trump rejected Iran's peace proposal as if it were completely unreasonable. What does that mean? The dollar-yen exchange rate is 157 yen. Interest rates are mixed, and cryptocurrency rates have fallen a little. I still sing. I guess it's that song after all.
But nowadays, the culture of gathering at places like the NHK radio exercise plaza during summer vacation or in the mornings to do it has disappeared. The people who do Momentum Chimpanzee with full levers are called Furuchin.
63,000 is an incredible number when you think about it calmly. No, I understand. I listened to Tanaka K 's radio show, and his voice is absolutely amazing. With a voice and speaking style like that, it's bound to sell. The content is also excellent. But ultimately, the one with the best voice is Nomura Sora Moving. Well, I'd like to have a low voice like that too. Oh, so the "Love Room" thing hasn't changed, right? Once you become an adult, there's not much difference between being in your 30s and your 60s, right? Well, I guess it can't be helped. A children's club, huh? There's no children's club. Because there are fewer children now. I was the president of the children's association, and when I was in sixth grade of elementary school, we would gather at the park every morning with our radios.
Uh, uh, Shigemura-san, Guso is studying abroad in New Zealand since Koji. They've lined up so nicely and blended in so well, it looks like they'll be graduating from university while still in New Zealand? Wow, that's great. It's so calm and peaceful, isn't it? I'm in Austria right now. There are deserts in Australia, but there aren't any deserts in New Zealand. Wait, did they stop gathering in the plaza for radio calisthenics after COVID-19? What, radio calisthenics? Even the stamp card culture is gone now.
The voice itself is the key to talent. That's really true. I also like listening to idol songs, especially the sound of the female singer singing, so this feeling wo n't go away later. Tone-deafness can be cured, but this room doesn't change, you know? That's right. You're bringing your boombox, right?
No, no, this vertical shaking since this morning is kind of like something out of a hip-hop song, like a rapper from the streets of New York in the 80s. There's only one university in New Zealand. Well, but even New Zealand doesn't have a population of 10 million, right? Was it 56 million?
Yes.
Oh, wow, it's starting to drop a bit, but number 6 is still holding onto his top spot. It's about time for a heat map of Japanese stocks. They usually still have roots attached. Bang. What's going up?
Ah, the memory holder still hasn't been assigned a value today either. Tokyo Electron Kiens is down. Originally, the percentage was 2%. Tokyo Electron has a 2% share, though. Eh, the evidence that Hitachi Mitsubishi Electric and Murata Manufacturing are involved is only 1.1% to 2%.
Panasonic shares are down 3%, while 3M shares are up. Huh, only Mitsubishi UFJ's is a little lower.
Mitsui and Toyota 2 have risen significantly to 3-4%, and while the winners have generally risen as well, 3 continues to decline. IHI 5% and cars are cheap, and electric vehicles are cheap. Toyota still hasn't taken root, but is it because their prices are low?
Nintendo hasn't taken root yet either.
This is probably cheap too.
Sun Pacific Don Quijote is at 1.7%.
Yeah. That's about it, I guess. Real estate is expensive for all three brothers of the zaibatsu (financial conglomerate). The Mitsubishi business accounts for 2% or 2.6%. Oh, is n't this starting to look like a chart? Mitsubishi's situation is starting to look like a good chart.
So, Terra Drones are still not being sold, huh? Pax is expensive again today.
Tama-san's voice is a bit like that of Kouji-kunmaru.
Ah, so his voice is high-pitched after all. I wish I had a lower voice.
Speaking slowly might lower my voice.
JT is rising. The way my stock holdings have moved today, yesterday, and today is just too abnormal. Serious overseas investments had entered the fray.
Cats, mice, and Oriental Land are not doing well. When I get excited, I tend to speak quickly and my voice gets higher, so I'll try to stay calm and speak slowly.
Toyota, Japan's largest company by value, is currently experiencing a sharp decline in its stock price.
This is impossible. A market crash is unacceptable. No way. No way.
What's wrong with speaking fast and having a high-pitched voice? I'll just be myself. I'll live my life my own way. It feels gross, and if you take a few bites, it'll come out.
Toyota's price is likely to drop below 2800 yen. Wow, Powerc is 15,000 yen right now. That's 13 or 14 times more powerful than Hatsune. Is it almost time for Tenba? What's going on?
JT is at 4.5%, so there must be some news.
thank you. Please tell me you like Tabata's voice too. When Taba-san receives a nasty comment, his voice suddenly becomes louder and he speaks very quickly when he wants to talk back. It's like a switch flips inside you. That's basically it. My mind works so fast that my mouth ca n't keep up.
Well, I get the feeling that having a quick mind just means you're spinning your wheels and it's not really working.
Intel's price is up again. I should have believed the report. Yes, as expected, only those who have joined Mu Securities (a US stock brokerage firm) can read this. Please check out MuuMuu Securities via the link in the description and read my report. Is n't the number of people in the market more than double since I wrote the report? It's been about three months since then. Oh, Sony is up 6%? Yeah. I think that's probably the case when it comes to people like Horie and others who are just pawns. I don't mean to change anything in particular, but I speak so fast that my brain can't keep up and I lose track of what I'm saying.
Wow. Terra Drone still hasn't come near. Is Sofmap still expensive today? Ah, but it's actually a pretty good chart, Soft. If it reaches 7000, it's basically a vacuum zone. We're down to the last 10%. I'm so ordinary that my brain gets tired when I try to think too hard. You know, talking to someone who's slow-witted can be exhausting, right? I'm getting irritated. There was a time when I used to think that if Toyota's stock price plummeted, it would mean the end of the Japanese economy. It's not that Harvest Movies has plummeted, but rather, what happened with Sony Plus, which was down 8%? And then there's Jiban Net, down 6%. Oh yeah, I remember now. When was it? I'll check it out. Ah, but it hasn't dropped that much, it was 980 yen. Take a good look at Terra Dronda, everyone's changing it so often, I feel exactly the same way. When do people buy it expecting to be in the red or in the black, and when do they know when it will be in the black? Do they buy it based on a hypothesis?
Ah, is it because they proposed to TSMC? I see.
Yes, yes, yes. I've become more physical.
TSMC's financial results regarding its regular shareholder benefits are good.
Company stock is definitely the way to go these days. Katayama-san talked about it on my channel.
nice to meet you. How old are you now, Ta-san? I'm 18 years old.
TR18x. Did you get a memory specialist? Oh, I guess it's just a feeling for now.
Hmm. As expected, the top 6 also have a 6-7% chance of winning. It looks like it will continue this week as well. Toyota's PBR has fallen below 1. Sigh. It means it would be better to disband. This PBR is below 1x. Like, "You guys should just quit." It's worthless, you know. Speaking from the perspective of the stock market, that's what shareholders are saying. So, the stock is being sold off because it's being abandoned. They say the PBR is 1x, so NTT's recent systems are probably finished.
Honestly, as a complete newcomer to the NTT Group, this is quite embarrassing. Mr. Tanaka's PR is 50 times more effective. Since I was born in 1975, it's 50 times that. The annual PR increases by one each day. Nintendo, 6950 yen. Oh, it's come up quite a bit higher than the ADR. The people in this comment section seem really irritating. Wafu7826-san. The stocks I own now are an inheritance from my parents, so in a way it doesn't hurt at all, but I'm starting to think I should start investing with my own money. I'm really slow to act, what should I buy? I mean, how much are your assets right now, and how old are you? You haven't given me any information at all, and you think you can get good advice like this? You're so naive, you're just a loser who only has an inheritance from your parents. I've finished cutting my losses on all of Gifu-san's Chitendo stocks.
Can the jinx of picking up anything thrown for 4.6 million yen work?
Taba-san is 60 years old, so what new things will there be in his country? I'm 50 now, so I'll think about what will happen in 10 years for 10 years.
Oh, that reminds me, I almost forgot, but, uh, Teki is coming later today. My stock market mentor, a legend in the Chinese stock market, a funny and perverted old man from Kansai.
Haki-san, oh, she's coming again today, she'll be able to come. They're surprisingly strong today. It's gone up this much, but it's not going down at all. It's easily maintaining a price in the 6000 yen range. Well, even with the picks, we're definitely getting closer to Sakitaka. The highest number of points for Topics was 3938 in March, right? We're just 2% away from the end.
yes. The clouds in the background look like summer, so it really does feel like summer, doesn't it? I'm so happy that Katagi-san is coming.
Sony's stock price rose 10%. Nintendo shares down 10%.
This is simply a difference in management style. Sony's management level is more competent and higher than Nintendo's. I love the categiarism talk. At first, when Mr. Catechin showed up, you guys were like, "Who is this old guy?" and grumbling about him. Where is that? The weather's nice today, isn't it? It's hot. They say the businesses are completely different, but in terms of the PlayStation game business, Nintendo and Sony were head-to-head, yet Nintendo partnered with TSMC and did some clever work at their Kumamoto factory, which helped hedge against the risk of price increases. Is n't the difference in Nintendo's incompetence in that they were completely oblivious to that?
Oh, I've been to Yokohama before.
When other places are too big to enter due to the typhoon, how do you get from that parking lot to Yuhama? I do n't really know the manners or the roads around there right now.
Ah, here it comes.
Huh? Oh, here it comes.
Huh? Kateki-san? The camera is on in the background, is that okay?
Oh, but is it okay like this? My face isn't showing, is it? I'm enjoying watching Tabata-san's videos and learning about futures options. Is this okay? Is it alright? I'm feeling nervous. Oh, this one's ready. Okay. good morning.
Oh, hello again.
good morning.
good morning. Are you also riding this huge, booming market, Catechin-san? Are you fully riding it? Absolutely.
Oh, as expected.
Yeah.
Impressive.
Yeah. I've been buying that thing since last week. Nikkei Inverse. If it were an inverse ETF, I wouldn't have lost money.
Yeah. You're missing out big time.
Wait, if you're riding on it, doesn't that mean you're completely wrapped up? I'm being tossed around by the waves. I was wondering why I'm shorting the Nikkei even more right now, but wait, what do you think?
No, no, no. Well, this is an experimental project, but it's actually costing us money.
Yeah. No, no, well, so, you know, that salon that you're running, yes, yes, yes, yes.
Well, around 3 million yen. Ah, well, something like that.
Yes, yes, yes, that's right. I wonder how it will all turn out. So, yeah. I initially declared that I would day trade.
yes. yes.
Ah, this is it.
yes. Well then, that's a failure right from the first day.
yes. And then, even though I said " Daterestle," I'll carry it over. That's the worst thing you can do, isn't it?
Yes, yes, that's right. And in that situation where the price was being squeezed higher and higher, I finally switched to a long-term holding strategy. I kicked it back. Would n't that just reopen the wound?
Yes. Well, actually, I bought a little bit at the opening today.
Huh? What? You mean, what kind of thing are you doing? Basically, what are you doing? It's like you know exactly what you're doing, and yet you're deliberately setting the worst possible example, right?
No, but I wasn't doing it on purpose, it just happened naturally.
What is that? That's amazing, the front. Oh really?
Wait, but does that mean the initial investment was 3 million yen? Or maybe around 3.5 million yen? Well, well, anyway, so, and, well, haven't you already lost about 10%? What, isn't it more than 10 %? Have n't you already lost 120%?
No, no, everyone's too scared to look anymore.
So, first and foremost, I was suddenly told something like "Doshirodo" and I thought, "Well, you know..." That's really going to happen.
Well, actually, I don't trade in the first place.
Yes, yes, yes. Well, I thought I'd show them that I can do that kind of thing too.
This old guy. Completely fooled.
yes. I'm so surprised. You know, this is really addictive.
Oh, wow, that's amazing.
No, but that's it, I'm just going to keep going south.
Infinitely.
Infinitely. This is that thing, right? It's the same as that, right? Casino and Ru.
No, no, so even if you say that Mr. Tsuka, if you keep betting on Nikkei Double Inverse in this market, you'll really lose all the money you've made in the last 30 years. It's a real deal. I don't know how Mr. I, the great king of Seishi, feels about my feelings. Ka-san doesn't understand Ikasa's feelings at all right now. Well, when it comes to humans, the one whose butt sticks out the most is, yeah. I touched money that I knew I shouldn't. Yeah. And that's how you get wiped out, but apparently, in those situations, it usually returns to around break-even for a moment. Apparently, it happens when you return.
ah. I don't like it, but apparently it's the one that produces the most juice.
No, no, no, no, I've had some experience with real casinos, you know, hundreds of them, yes, so what do you think of Mr. Hashi and Mr. Ikawa's evaluation? I think that book, "Melting," is a masterpiece. It's interesting, it's really interesting, you understand the truth about humanity so well. Ah, I understand, I thought he was just some weird rich kid, but actually, at the company his father is the one who runs it like a dictator, and the young man is much more like that, compared to the self-made president who would yell at the employees, the young man is accepted as a sensible young lord who understands things, and that was really great. But somehow that person seems to have a lot of business to do.
Oh, well, well, um, how should I put it? If someone says bad things about me, well... The way it cuts, yeah. It's kind of like a kindergartener.
I've also had a lot of things said about me on the internet, on Twitter and such, so I understand. However, I think that book is a decisive solution. Ah, well, after seeing the four impressions from the book, when I looked at X, I thought, "Oh, so this is what he's like?" and it was kind of like, "Ah, well, yeah."
Well, when I was in my early thirties, I went to Korea with a friend to do housework, the kind that's legal, you know.
yes. Um, is that the one on Che Island? Sumishima? Oh, no, no, it's just like a regular Lotte Hotel, ah, there's something there. In South Korea, there are places like that right in the middle of Seoul.
Ah, right in the middle. Right in the middle.
Yeah.
Well, you see, that thing. Well, I don't mean to brag, but I've actually won quite a bit at casinos overall.
yes. Uh, yes, the one my friend went to with me.
Well, I don't think he's taken the 1 million yen with him anymore. He swindled all of the 1 million yen and is now living a comfortable life, and he's asking me to lend him my money. " Lend it to me again, lend it to me again, yeah." In the end, when I returned to Japan, yes. What kind of car was that that parked at the airport? Osaka Airport.
yes. yes. yes. yes. yes. I guess I completely forgot about the parking fee.
yes. yes. Paying for it is quite expensive. Maybe they were saying it was about a week, or maybe a week? 2 No, it was really expensive because it was a long time ago.
Yes, yes, yes, yes. And I completely forgot about it. And then, right at the very last moment, on that fairly high highway, around the number of highways, I had about 10,000 yen left and I used it all up. That's great.
But I kind of yearn for that kind of thing, and I really like the story about the casino in Macau on that new express train.
Parking is quite cheap now, isn't it? The airport, right? Back then, I was making 56,000 a day, and I was doing that for about a week, so that was around 30,000 yen. I couldn't pay, so I got a written agreement and it came back. Oh, I see. That's right.
Wait, so you'll still provide transportation? Will you provide a car? I mean, there's no way around the license and all that. Yeah. You just need to show two forms of identification. I submitted it, and wrote down some kind of restriction that I would transfer the money later. Yes, this guy's back. No, wait a moment. I'm going to take a look at how the stock market is doing. The Nikkei 225 is currently at 63,300 yen, but conversely, the double inverse is up 1% again today. It's gone up by 600 yen. Since it's a double, it's probably gone up by 2%. I'm still stepping on it, and it's being stepped on again. I bought it today because it was purchased at the store near me.
Huh? Are you buying from Yori again today?
No, I'm actually going to Minami today. So that's it.
Yeah.
Well, well, but it's a long-term investment, so it'll be fine. It's a long-term investment, so it's fine. No, this is really funny, they're doing it on purpose.
Well, this, this is it, but let's put it aside for a moment.
Yeah. Well, when it comes to me, when it comes to money, it's all about sushi. Anyway, I've been saying this for a long time now, haven't I?
Well, I've heard what Sushi-ro is talking about.
yes. I've been listening all along. Um, in Beijing, have you been hearing about it for a long time?
Huh? From where? What do you mean by "long time ago"?
No, that's not it, that's not it. Well, I guess the first time I won was around 2023.
yes. yes. It wasn't that long ago, was it?
Well, that was quite a while ago, wasn't it? Well, it was around the time of the coronavirus that S expanded into China.
Yeah. Despite being in good form, the best win he'd had was last year when his score dropped to 6000 after that comment he made as a first-year high school student.
yes. Around last fall. It's probably around autumn.
Yes, yes, yes, yes, yes. So, I put in a decent amount of money, too. Because they're there, the players were promoted yesterday for the financial settlement.
Wow, that's really true.
Oh, so with the double inverse, I'll have more than enough left over to make a profit.
Of course, of course, of course. I think he's some kind of funny old stock market guy who suddenly decided to try and redeem his reputation by listening to this today.
Oh, that's right. Because it's stocks, I've already made a ton of money, and the market is in reaction to that, as I mentioned last week or the week before.
Ah, RS, RS Technology.
yes.
That's also skyrocketing.
No, but, well, I said it was a reactionary body meeting.
Yeah. Oh, isn't that perfect timing?
Yes. No, so, my Facebook, well, if you keep holding a fish, yes. I said it on April 9th.
yes.
Um, really, um, those kinds of, um, socks, yes. When you put that up and that thing twitches, you can't talk about the Iran-Iran War or anything like that, and instead of talking about Trump and all that, look here.
yes. And it's like a recoil mechanism. So, you're going to follow people who say things like that?
yes. I'll just put this in the chat right now.
Please post the link to the online salon hosted by Mitoiteiyasan, including the vertical link.
yes.
No, but that Sushiro's financial results were really good. Wow, that's about 10% correct all at once!
Yeah. But isn't it 15%? This is after the earnings report is released. No, but, how should I put it? Even if you look at Sushi-ro's message board, yes.
Something about Digi-ro, yes. I tried to go to Shiro's this weekend, but it was full and I couldn't get a seat.
Oh, I've seen something similar in the chat right now. "It was crowded" or something like that doesn't quite fit. So, even grasshoppers are bad, stop saying such stupid things. They're all idiots, and suddenly I've started using foul language like Taro Tamata.
No, seriously, Harada, where are you guys even looking? The reason their stock price is rising is almost entirely due to their Chinese operations. Ah, I see. Yes, yes, yes, yes. Are you mistaken? You're mistaken. Well, no matter how much the number increases domestically, yes. So right now, I don't understand why that Sushiro guy is rising in the rankings.
surely. surely.
So, the operating profit margin is calculated based on the sushi history rate.
yes. If you look at it, well, the earnings report shows that it's been steadily rising since around 2023.
yes. Yes, our operating profit margin in 2023 was only about 6%. In this latest earnings report, it rose to 11%.
yes. It's double. So that's almost double, then. The reason for that is that sales in China have increased, and we're making money in China. It's boosting the overall operating profit margin.
yes. yes. yes. yes. And so, in the end, China is coming in a flash, and there are currently 100 stores, starting around 2024, but sushi will definitely become a major player in the market. So, if it's 10 times, then, um, what number is this sushi stock price at, from Mr. Kim's perspective?
No, that's why I'm still aiming for 10 times more.
Oh, well, I suppose so. Even so, it's still only about three times the price of 233,000 yen from three years ago.
Yeah.
No, that's why I'm going to sleep. Look, you shouldn't think of it as a completely different company now. Sigh. That's why I've made a ton of money at Uniqlo using this method. Is it exactly the same category, like Uniqlo from 10 or 15 years ago?
That's right, so when the fleece boom ended in Japan and it seemed like Uniqlo was finished, yeah, yeah, yeah.
I've been going to China quite a bit, so I'm always watching how things are done there, like how Uniqlo is selling like crazy.
Yeah. And then, after some time had passed, it ended up being 10 times, I think I got out when it was about 5 times, but yeah, I think it's probably become 10 or so times?
Oh, this is a question that's come up in the chat now, it seems that Suro will be opening in New York in the fall, and personally I think it's a positive for the stock price, what do you think? I think it's a really good thing, so it's been successful in China so, yes, but you haven't really gone out into North America or Europe yet, right? Not seriously. yes. yes. yes.
So, in China, well, the operations for overseas outlets, yes. I'm trying out all sorts of things, how should I put it? Well, that includes distribution as well.
Where do you get that fish and the current quantity from, by air? What kind of logistics do you use? We do n't buy anything from Japan at all, almost nothing.
Oh, do you source everything locally? Like the fish? The local area is now part of the world. Sigh. So, you know, that incident with the nuclear power plant in Japan, we decided not to buy Japanese products anymore, right? Sushi prices dropped really low back then too.
yes.
But based on information from the locals, they're no longer buying sushi, or any other Japanese food for that matter, from Japan. Long ago.
yes. Actually, even Japanese sushi is made from imported ingredients. With tuna.
Yes, yes, yes, yes.
And if we're talking about aquaculture, for example, in China, they have things like ta and hi, and abi.
yes. yes. There are so many of them, seriously.
Yeah. Yeah. And in China, well, the buying power is stronger than in Japan. Well, it seems Japan is losing out in the buying spree. Oh, there it is. The Ise shrimp and other shrimp from the Laria shop.
yes. yes. Yeah. Yeah.
So, well, China is, well, well, you know, it's like I gather in the next strongest country, yes.
Well, if you put it simply, they gather in China, right?
No, that's it.
I'm from Ishikawa Prefecture, so it's peaceful and all sorts of things like that, but the best in Omachi City, Kanazawa, was taken to Tsukiji, and now it's being taken to Tokyo, and local people are saying they can't eat it anymore, but soon it will be taken to Tsukiji, and so on, and so on, and so on, and so on, so on, so on, so on, so on, so there is already a trend, so there is almost nothing that is being bought from Japan, yeah, so the pace of opening new stores is abnormally fast, and normally, with chain stores like that, it is the food and drink specialization, but yes. Well, you can certainly increase the number of perspectives, right? As much as you want.
Yeah. Yeah. Yeah.
But generally speaking, profits are generated, and so on. It's normal for profits to decrease, but yeah. The fact that they're releasing it while increasing their profit margins is what's important.
What do you mean by that? It's like magic, or rather, it's something that wasn't possible before, like having a normal meal out, right? But that's because we're doing something that wasn't possible before.
No, well, I don't really understand it myself, but I don't really understand it either, but I think Sushi Hino's management skills are amazing. Well, but even I think that, you know, it's not like all of those conveyor belt sushi restaurants in Japan are buying everything up.
yes.
Like Kura Sushi, yeah.
Also, they've already withdrawn from China, and even Kura Sushi has withdrawn from the market.
And in America, Kuraju is already ahead of them, right? Which one?
yes. No, that's why, that's why I bought sushi in China. The way they present the sushi and the menu is really strong, it has an entertainment value, the menu too, because when P Fund took over the business before, they sent in some really cool guy, a guy who knows a lot about fish procurement, and they said that the guy from Onsen Fund probably doesn't know anything about fish, so they sent in a fish expert, a procurement fanatic, ah, so I guess you know, I don't know, but I think it's strong. No, well, um, how should I put it, um, no, what I mean is that stupid sushi sign, yes. That's just incredibly stupid.
No, that's why they're already becoming a global company, even without relying on nautical charts.
This is Uniqlo Muji from 20 years ago. It's exactly the same as Uniqlo.
yes. yes. yes. yes. What I'm doing. It started in China. Yes.
Next assembly, yes. And then North America, lastly Europe, lastly Europe. Oh, no, North America is definitely within reach too.
Comparing Kura Sushi and regular sushi, what is clearly superior about regular sushi, or what is the reason? I don't know, but Kura Sushi has practically withdrawn from the market, right? Also, Hamazushi is putting in a bit of effort, but yeah. I don't know if it's because Hamazushi can no longer compete with Usui, but they're now offering items with a lower average customer spend than sushi. I get the impression that they're really good at depicting death. I guess things like that probably happen sometimes. I get the feeling they might be using long-term contracts to secure fish upstream in advance or something like that. Well, yeah. It's just a general impression, though.
Well, I think there's some kind of special know-how involved. Oh well, anyway, speaking of sushi, that's that. Ah, Ku Sushi was run by a family, and the fact that they were doing something with spirits coming in and out of their bodies made me wonder about the level of their business. Indeed, it's been said that the buying, selling, and removing of shares is essentially free, and on top of that, the owner family is involved in various things like using the depreciated shares to switch them between personal and asset companies.
Ah, that's definitely a problem, isn't it? It's like insider trading.
Yeah. Ah, I agree with that. Sushi is different from other foods in terms of the thickness of its toppings. Yeah. surely. Well, I suppose so. I also think that's kind of true.
I'm also from Japan, and back when the price dropped after that soy sauce licking incident, I thought, "Oh, I'll buy it," and I used to eat sushi there all the time.
Oh, really? Also, with that app, you can see how many minutes the wait is currently.
Oh, really? Using the app for nearby stores. I always checked the guest bridge to make sure it was running smoothly.
Oh, I'm talking about sushi. He said it clearly. I just thought of that. Isn't a simple sushi chef good enough for that commoner's meal plan? No, no, no, no. Normally, behind my back, I don't just hear stories like, "Oh, I went to a sushi restaurant that cost 100,000 yen yesterday."
Well, I, myself, and even kids, love sushi, but I'm just a sushi freak. That's enough. So, I mean, even though these are people listening to this, I bet they actually believe it. Look, I know Tabata's kids, and they're really like that. It's at least 10,000 yen now, right?
Kids, you know, really enjoy revolving sushi restaurants.
Oh, well, that's true. So that's that thing, right? They're renting it out and running it around like that. At an expensive sushi restaurant in Tokyo, you know. What I did was run a Plarail train set on my own house, put some shellfish on top of the tracks, and then ordered sushi from Uber and put it on top of the train set, essentially running a conveyor belt sushi restaurant at home. Yeah, I kind of feel that way. I thought that was stupid.
Oh, no, no, no, no, but back then, because of COVID, you know, there was no time when the commentary was cancelled because of COVID.
Something was there, something was there, something was there.
Yeah.
Well, you know, there were times when I couldn't do sales work. oh yeah. I thought, "Well, I guess I'll do it because there's no other way." I think it's surprisingly doable, you know, there's this thing called education for children. If you put your mind to it and try, you can even do things like spinning yourself. I don't like that, but, well, the current market conditions are like that.
Well, if you put it simply, AI and reaction force management stocks are soaring, and yes, yes, if these kinds of stocks are the main focus, then how should I put it, even if the reaction force bubble bursts, the price won't fall that much.
Ah, even if it goes down, yeah. On the contrary, you can think of it as lucky and buy more.
So, you mean when unrelated stocks go down?
Unrelated stocks... No, for example, the reaction force is, well, well, well, right now, I mean, Japanese stocks in particular are in a bubble so... Yes. Well, sometimes they sell out really quickly, right? I bought double inverse ETFs because I thought the bubble was getting too big.
Yes, yes, yes, yes.
No, it's already gone down. You can hedge with that double inverse ETF, right?
yes.
Lower the price. Ah, I see.
Yeah. That seems like a convenient thing to do. I mean, mentally.
yes. Ah, well, well, well, no, in terms of money, it's not like that at all, the reduction is much bigger, but mentally, yeah. You might think, "I bought that double-in pass on top of that, so I'm lucky to get a discount." If you do that kind of thing poorly, it might just end up taking even longer. But, well, um, yes, there are some. Basically, I don't really think you can make much money with short selling anymore.
Yeah. Yeah. That's true.
ah. Well, putting that aside, I think the same goes for Mr. Pada.
Because the main attraction is that Real Gate, and I'm not riding the Hand Bubble.
No, I'm not riding it at all.
Yeah. I definitely haven't been able to ride it.
Right now, I'm using 1570 double leverage, but my position and my opponent's are now completely opposite, with me on the other side. Ah, I see.
ETFs went up a bit.
Ah, wait, isn't that a bit strange?
Huh, what's going on? It's going down, the Japanese stocks have started to drop a little. It hasn't dropped that much. It's 63,200 yen right now.
Oh, it's going down. Yes, but I'd like to see the double in-bathroom feature return a bit.
Ah, the enemy that bites the designated lever with a double inverse is certainly there.
No, I'm already into double dub, you know. Well, in terms of market sentiment, it's best to keep going with double inverse ETFs. No, you know, everyone, this is, well, this, Kata-san, this is a joke, so everyone, double inverse, you know, there are people who are listening seriously, who want to listen, right? Mr. Katsu Double Inva, what kind of physical therapy are you planning? That's right. Well, there are some serious, honest people out there. Really.
No, actually, I'm about 80% serious, maybe 78 % honest.
ah. So, he's pretty much lying about 80% of the time, but the stuff about the slots and the hand movements is true, you know, Katagi's double in-bath, so if you put it in Kansai dialect it's like the game of raising killifish in a pond or something like that, oh yeah yeah yeah yeah yeah yeah yeah yeah yeah yeah yeah, everyone thought that, but why is it so numb? No, because you really can't bet your own serious investment money on this, right? I'm not lying. I understand, but I don't understand. This is a lie. I'm not lying. Of course, it's not wrong to say that I bought it. I'm buying it. I'm buying it. No, you should buy it, it's properly like that. I've taken a screenshot and posted it on Facebook, so you're probably really into this stuff. When I say "joke," I don't mean the kind of joke that comedians tell with their mouths. I actually did buy it for 3.5 million yen.
yes. I've bought 3.5 million of them.
yes. Is it really true? If you say it the other way around, there will be people who take it seriously again, so is it really true? These kinds of things are generally difficult. Ah, that's right.
Everyone here is very serious. No, that's a bit too serious.
No, but it's a little more, how should I put it? You can find out if you do a little research, even from what Sushi-ro said. Yeah. I wonder why they don't bother to look into things a little. I really think so. It's all there, and as I just mentioned, if you look into it, if you like that stock, and do a little research, anyone can access information from all over the world. It's like the slides in the earnings presentation that I just talked about are all there, right? It's all there, and for example, what the situation is like in China, in the past, I would have had access to information from China, how should I put it, but I couldn't really read much of it. I was desperately researching English using that method as well. The reason I came is... Yes.
yes. This is from the news source on location. But now we have AI, so yes. yes. yes. yes. I picked up all the news from the local area. If you're asking me to translate and summarize everything related to that nicely, then yes. It comes out in 10 seconds, right?
Yeah, that's absolutely true. I just need to do it, right?
Well, you can just do it.
So, information from any country is fine. It's not like you can get it at the exact same speed and with the same system as on-site, so why is it that everyone just takes this for granted, and since the internet came along there's been this term, "grey idiot," but why are there people who come to this chat section and ask about things they could do themselves in 5 seconds?
law. Yes, yes, that's right.
Because, you know, when Uniqlo's prices started to rise, I mean, why, for some reason, if you looked at message boards and stuff, people were saying Uniqlo was finished, like nobody was buying anything from them. Yes, definitely. I mean, they're constantly going out into the world and completely unaware of what's happening.
Yeah. Yeah. Yeah.
No, I mean sushi, sushi is like that now. Well, the country, of course, currently accounts for 70%. It's sold overseas, mainly in China, and it accounts for about 30% of sales.
This is exactly the same as the early Uniqlo. So, I think the moment when people realize that this isn't just happening domestically, and the ratio changes from 73 to 64 to 55, which is roughly 55 to 45, is when the stock price will really pick up and surge.
Yeah, that's right. That's why I think so. That's why it was around the time when they turned the tables.
Yeah.
And look, there are too many of them. There are too many of them, so they're going overseas again.
Because the competition will begin.
yes.
So, if you look at it that way, how should I put it, it's like they're trying to become a global company, a global enterprise.
Yeah. The most famous hamburger in the world, like the Japanese Kotobuki McDonald's.
Oh, yes, yes, yes, yes, yes, yes, yes.
Yeah.
And the name sounds nice too.
surely. surely.
White is because it includes sushi, like a sushi restaurant.
Oh, yeah, that's what I mean right now. No, there is something like that. Oh, that's a person.
yes.
Yeah.
Well, in China, it's basically just sushi.
Yeah. In Chinese, they call it, well, sushi ran.
Oh, and, well, the sound of it is nice too. Oh, what a coincidence.
Yeah. Yeah.
Well, there are things like that too. It's not like Hamazushi, it's more like Suro. Yeah. Yeah. Yeah.
Including all of that, it seems like Kataki-san is in top form today. It all started with the idea that this double-in horse, which was initially a strong pick, was actually causing losses because of its extremely strong reaction force.
Well, I mean, among the people looking at this right now, you know, the people looking at this right now don't really use Facebook much anymore, right? Yes, yes, young people.
Facebook has become like an old man 's smoking room, like a mountain old man's private room. That's really rude.
No, no, isn't that actually true? I mean, well, but it's a matter of confidence, so there's nothing we can do about it. That was definitely dangerous.
Oh, the chair's backrest is now loose. No, it's loose.
What's wrong with doing it that way? You know, in Kyoto, there are places like Ida Coffee, where local old men gather, like a local coffee shop. It's kind of like that morning set you get in Nagoya.
On Facebook, there are these old men and women who are drinking and eating something, like Imamura-san. No, no, so, I want those people to check out my Facebook.
yes. Ah, I understand. got it. What are you even saying after climbing mountains? You can always make excuses in hindsight, right?
Someone posted Kateki's Facebook.
Copy that, yeah. Would it be okay to copy and paste from notes, blogs, YouTube, X, or anything else and create a summary site like that?
Ah, yeah, that's right. It's true, there are some places where people just won't come if it's on Facebook. The entrance fee is quite high, after all.
Well, well, well, that's certainly true.
Well, you see, how do I put it? You see, watch this live stream and then join our online salon. The number of people coming has increased dramatically, which I'm grateful for, but I think it's mostly because they don't know how to use Facebook.
Yeah. I've come in, but how do I even begin to look around?
No, yesterday, Sunday, I held a get-together in Tokyo, just for young people.
yes. Yeah.
Then, as expected, the woman sitting next to me said she didn't know how to use Messenger. That's right. I started teaching them from there.
Yeah.
Oh, right. Well, that's what I thought. No, you were on Twitter too, weren't you? Even Kateki-san would be troubled if he were told to use B Real, right? When I was at a gathering of young people, I was told, "If you're going to hang out with me, please use a BDR."
What? BDR.
What? You don't know what a BDR is? I've never heard of it. I don't know.
Uh, wait, that's a bit dangerous. Well, it's not like you have to use it, but I've never actually heard of it. Not knowing that is a bit worrying, I think. Oh, I definitely asked your daughter, your young lady.
Your daughter definitely doesn't know.
Huh, what does that stand for?
B, B Real. In English, it's about being real.
B, A, B are real.
BD.
B, B, real.
Oh, B is real. I'm sorry, my voice isn't very good. yes. I know that B is a bit of a lisp, but I understand that much.
Right? Yes. yes.
No, that girl is doing it. Look, look. Yeah. No, I do it too. Red bed.
Oh, really?
Yeah. She's so young, she's just pretending to be young. Pretending to be young.
Yeah. Oh, but this is coming in the chat now, and only rich old men use Facebook. That's true. This also makes me think that the people here have a good level of civility.
Oh, that's right. The people here are of good character. No, so, well, Twitter and, how should I put it... Of course, well, you know, even so, it's kind of tense. You can buy as many shares of gold as you want, and you don't know if you're actually making money or not, but you can just say, "I made money today, and I'll make money tomorrow."
On Facebook, we successful rich people say yes.
We successful, wealthy people, yes. Those kinds of people, you know, they all gather on Facebook.
Well, 50 or more. Well, because the people who send out my Arcanine are mostly in their 50s and have already used Fire. Yeah, totally. So, from the perspective of an older guy who's used to Facebook, X is just... yeah.
People from Hokuto prefecture are like thugs, aren't they?
Seriously, if X is involved, then everyone's just acting like thugs.
Thugs are just so unruly and the area is so unsafe, you can't go there.
No, it's just too bad. Well, that's just the way things are these days. We were like that when we were younger too, but I'm not famous on 2chan's message board.
Yes, yes, yes, yes. Yes. The name Kakin started with the first two syllables of Ano-chan's name. Let's look at the biographies of wealthy families. That's right. So I went to the Chinese stock thread on 2chan. The first time I entered a name, there happened to be some gold tea right in front of me, so I entered "gold." That stays in there all the time, doesn't it?
20. Was that about 30 years ago? 20. A few years ago.
Oh, 30, more than 30 years ago.
Ah, about 30 years, I guess. So, ever since I got involved with money, it's been my enemy, and that's when I became a god on the 2chan Chinese stock thread.
Yeah. Yeah. Wait, this, this is true, everyone. It's true.
This isn't a joke. It's true.
yes. Well, from that point on, I basically assumed it was a lie, and only when it was true did I say, "This is true."
No, no, that's really true.
This is true.
Well, actually, you see, so, to be honest, the security situation was worse than it is now on X, so some of the fans from that time asked me to switch to blogging now that a service called blogging exists.
yes. If you get buried among the weaklings, you'll be among thugs and weaklings.
No, I'm not going to get buried among the nobodies, but anyway, there are so many comments from the haters that I can't read them all properly.
yes. I was asked to write a blog because I wanted to read only well-written articles by [Name], so I created a blog, and that's how I started it. Is there something wrong with that green part? It was the one with green and a green background, right?
Yes, yes, that's right. No, that's why it's green because it's green tea.
So it's all about money, huh?
You know, at that time, the burnt-type, combustion-type, Army's petroleum, ah, the household money, that, that commercial, ah, they completely copied that, ah, the colors and stuff. Yes, yes, yes, yes.
And that blog is, well, how should I put it, overwhelmingly popular among blogs in the business sector.
Um, the page views are... well. Yeah. Yeah. Yeah.
But, well, he became the top, and that's when Shintaro Hashida took notice of him, and that's how it happened. I approached him. I used to be in charge of business at Livedoor Blog, and I was always looking at interesting blogs, browsing the internet, befriending people, and recruiting them to Livedoor Blog, so I have fond memories of Teki's blog. I think the subtitle was something like "The King's Match at Tense." oh yeah. The subtitle is "A showdown with Tencent." Yes, yes, yes, yes, yes.
Huh, who's this guy?
Huh, Kojiro Sen. Sen Kojiro-san.
Wow, that's amazing. oh yeah. That's why the title of my blog has been " King Showdown by Heaven's Hand" for 20 years now. And then, it increased more than 1000 times over the following years. And yet, he still uses it as a boast, like he made a fortune in heaven.
No, that's not it. Those who have followed my blog and honestly held onto their beliefs are indeed all millionaires.
Indeed, he's not just a billionaire, but a billionaire.
3 billion, that's right. Yeah. That's true here.
This is true.
This is true. And as for me, who is actually alive, well. That Tabata-style elder statesman sold it for five or ten times the price, five or ten times. Even the one that lasts the longest is only 20 times longer. Those guys who say "Thank you for everything back then, Kateki-san" are far richer than the Teki-san himself.
yes.
Honestly, I hate it, but when I hold a seminar for the Nakago family, that's all everyone talks about. That 5 million back then has become 5 million again. I don't want to hear it. That's truly inspiring. Isn't a dream something like a video? So, I have a really interesting story to tell, and that's it.
Around that time, a young guy in his twenties, who had been around for quite a while, became a city council member.
Yes, yes, yes, yes.
Like the oldest winner, yes.
That guy is a serious, hardcore guy.
Well, it's like we're going to have a battle of wits.
yes.
Well, I think it was probably a decent amount, maybe several million, I don't know if it was 23 million, but I bought it and then became a city council member. You have to disclose your assets.
Yes, yes, yes, yes, yes. Apparently, even city council members, including local city council members, are required to disclose their assets.
Well, I don't know if it's going to be made public or not.
Yeah. I don't know if they think they shouldn't sell or make a profit, but they think they absolutely shouldn't sell, and they've held onto it until now. Oh, that's right, with assets, you don't have to write down how much you'll get next time, but the number of shares, for example, the number of shares you have. And if it's at the level of city council funds, then this guy is rich, or even local officials, they sell, or they do n't sell and just hold onto it.
Yeah. So, I guess he probably thought it would be bad if he hit something himself.
Yeah. Yeah. Yeah.
So, even with a simple calculation, it's already around 1 billion. Sigh.
But that guy is still, well, still a member of parliament, you know. Judging from their activities, they're really pretending to be poor. Like, "We're on the side of the common people." But that's okay, is n't it? Well, if what they're actually doing is the right thing, then that's fine, isn't it?
No, no, you already have a billion dollars hidden away, do n't you? No, so, well, with that teacher, we made a lot of billionaires, a fugo maker, a fugo maker, and I made my own double inverse, pretending to be a king, and it's still the same now.
That current disciple and the mayor are like that, they're city council members, they say they're on the side of the common people, they're people's people, but now they're making a fortune behind the scenes. But now is the time to give everyone a hint that it's not too late to get in.
Oh, that's right. No, well, if that were the case, I would have no choice myself.
I'll also have some sushi, just in case. This was originally a movie, after all.
No, you can't just run this race.
Understood. Understood. So, well, there will definitely be crashes each time.
Yeah. So that you can go all out, and that you can hold on, don't buy too much at once, just about 5% of what you'd normally buy, so that it will last up to 10 times that amount.
yes. yes. Because, you know, even when I made that comment as a first-year high school student, yeah. It dropped a lot, didn't it? And it was around 6000 yen back then, wasn't it?
Huh? When it was high, it was around 6000 yen. It came to about 6000 yen. So, that's why I think it's about 6500 yen.
yes.
Yeah. At that time, you know, my blood sugar also went down because of parasites. That was harassment too, wasn't it? Ah, but that was clearly a bit, uh, that was clearly, uh, harassment. Something about parasitic insects being found in the arts or something. It looks like parasite eggs were found.
Yeah.
Hey, what's going on? This is it, but well, you know.
Honestly, well, you know, the way to trade stocks is different; you can just use the Nikkei, double inverse, and make small profits, trades, and so on. Both the reaction force and I are reaction forces, you know, I got old too early in my running years, yeah.
Well, when you're desperate to make money, you're bound to jump in and out like that. It varies. Up until now, the amount spent on self-made items was 1.2 trillion yen. I see. Well, even from here, if you think of this as the world's number one pen with stores all over the world, then 1 trillion yen is totally cheap, isn't it?
Yes, it's really cheap. It's really cheap. Of course, that's why it's like McDonald's.
If McDonald's were worth tens of trillions of yen, it would probably be around 50 trillion or 100 trillion yen. It's probably around 50 trillion yen, right?
Yeah. I don't really know because I didn't look closely, but even if it's not quite McDonald's, oh, there's another question that just came in. Speaking of which, BYD seems to be having some trouble, but how are electric vehicles (EVs) doing in China? Oh, how are they? BYD is having trouble, so it's not that BYD is having trouble, but rather that BYD is... well, I've been recommending BYD for about 10 years now. I see. And then from 2021 to 2022, yes. About that much. Yes. By now, well, if you factor in all the sales up to now, the stock price has increased tenfold in a year. It's increased by more than 10 times!
yes. yes. It's not just 10 times more.
yes.
So, well, my Nakago stock newsletter is running, and in it, a lot of people have been putting their money into BYD.
Yeah. But does that mean it's too late now? It's too late. So I've been saying that I'm going to invest in BYD since around 2017, no, even earlier than that.
Especially the ones promoted through email newsletters and such, well, around 2010, or maybe 17 or 18 years ago, it's increased tenfold. 21 became 3, so I guess it increased by about 20 times. In about a year and a half. So, last August, I decided I wanted to completely withdraw.
Ah, by "withdrawal," you mean you've withdrawn from the stock market, right? I'm not recommending BYD stocks in general.
Yes, yes, yes, yes.
Several of them are recommending it, aren't they?
yes. Well, you know, even with a crazy weapon, you wouldn't make a short-term move, so you'd hold it long-term, like, " This is a buy," and BYD, well, around August or September of last year, I removed it from my crystal stock holdings and completely withdrew from it, that's right. I think that people who are interested in buying a BYD are probably seeing it for some reason. Maybe they've seen BYDs running around in Japan for about 12 years now, and are thinking about buying one. Ah, I see. If you talk about traveling all over the world, I think you can get a sense of what phase it's in right now, but what about BYD? It's like Okon in the Chinese EV industry. It did become like that for a while.
yes.
That's just the usual trend in monthly sales figures. I figured it out by following them. It became obvious.
Yeah. Yeah.
So, what I was looking at with BYD was just the growth rate of the number of units sold each month.
yes. If you just look at the growth rate, it's clear that it peaked around last year, and it stopped growing around January of last year.
No, I'm really impressed right now by how, despite all the joking around, you occasionally faithfully do the most basic things right in the heart of the matter. Well, that's obvious, so you don't need to say it every time. It's amazing that you're paying attention to the rate at which this old guy, who's the funniest and most entertaining guy in Kansai, says random things that come out of his mouth like a shady old man. No, that's not it, it's obvious that you should be paying attention to that. Of course, if you're buying it, those are all important points. Even a nerdy old guy like me still practices the basics of woodworking, even though I'm well over 60. Look at the data yourself. Well, I write email newsletters about that.
No, no, that's why I just think it's wonderful.
yes. It's really quite clear that it's been falling since around January of last year, and it's clearly been falling, but the stock price is still maintaining its high level. It was pretty much over by that summer, but to summarize, it's basically over for now. Well, I think everyone understands now, so yeah.
By the way, Xi Jinping and Trump are going to meet soon, aren't they?
Yes, yes, yes. That was the last one, it was a little past 10 o'clock, so what do you think?
Oh, it really is past 10 o'clock.
Yeah. Oh, I have to go for a bit. I have to go. If I ask a question and you're able to answer it, that's fine. I'll tell you again next week.
No, that's because I don't really understand that kind of thing, so I do n't watch it. That's not a stock, you know.
Yeah, I know they're compatible, but I don't really care. I don't really have much to do with politics, so I don't think it matters. yes.
Yeah. But, you know, how should I put it, in this world, the worldview you have right now can change completely all the time, right?
yes. Right now, you know, even if you say so, the economic impact of the shortage of things like naff, and the reactionary bubble, have really gotten caught up in it.
So, when I first came here with Mr. Kawa, the first thing I said was about the war, and when Mr. Taba asked me what I thought about the Iran war, I did n't care at all, it seemed like it was none of my business.
Well, that kind of thing came up, didn't it? I don't care. Even now, Chairman Orms is saying things that aren't about Trump or Iran or anything like that, he's talking about irrelevant things. Actually, it doesn't really matter.
No, to be honest, it didn't really matter in reality. But now it's the other way around. You're not worrying enough. You're not worrying enough. In situations like this, it's actually better to be concerned. On the contrary, you should be concerned about it. That's pretty serious. That's why I'm betting on double inverse ETFs. Is that a competition? Not a serious joke, is it? I think it's a joke, as you said earlier. Oh yeah, that's right. Don't let anyone copy this. No, well, I don't like hitting bamboo sticks. Well, that double in pass thing, you don't necessarily have to do it, but that's the image I have in mind right now.
Completely upside down.
Oh, but apparently the Nikkei has been down for the past two days. I'm doing exactly as Mr. Kim told me to do.
Oh, you're right. It's gone down a bit today. It fell below 63,000 yen. recommend. Okay. Alright. Alright. I'm going to do that today. I'm done with 60,000. 60,000 bad.
Oh, well then, let's coordinate next week.
yes. thank you. No, thank you again this week. Regarding the book and Kateki-san, you know, the enemy community, please everyone in the community, yes. First of all, everyone, please start using Facebook. Facebook is where successful people, especially those who have succeeded in the stock market, gather.
yes.
yes. yes. Okay, I'll leave it to you. thank you very much. I'll ask you again.
Yes.
Wow, Catechin was in top form again today.
yes. Well, I guess I'll call it a day here. You know, eventually, we'd love for you to come to one of the Muuum Securities events, and we'd be especially happy to invite anyone who's a Muuum Securities member.
Those who accessed the information via the link from the Tabata lecture may also be invited to an event with Hateki-san. On May 27th, there will be a taco party with Cholco and Shiotani-san, and we'll be eating tacos at the taco party with Cholco's child, Taco Party Shibuya Real Gate Property Defense Office. It's first come, first served so you can still make it if you click the link in the section. ah. No, no, no, today was definitely a bit of a struggle. I was drunk from the morning and I was so tired I almost wanted to just finish work for the day. I'm tired, but it was fulfilling and fun. Well, to be honest, I only invest in individual stocks because it's interesting. Well, when you're into stocks, it's really nice to be able to meet Kateki-san. If you join the catechin community, you'll find yourself involved in all sorts of activities. There's mahjong, whiskey, and all sorts of things, and they even have a whiskey club. So, about 80% of the conversation in the household finances group is just casual chatting, talking about hobbies, and dirty jokes, mostly older men and women talking about that kind of stuff, and about 10% is about stocks and investments, including real estate, so I'm definitely in it too. yes. See you again tomorrow.
Related Videos
The #1 Reason Your Top People Keep Leaving (How to Fix It)
Entreleadership
470 views•2026-05-29
What Happens After A Motorcycle Dealership Shuts Down?
FastestWay.1
374 views•2026-05-29
The Evolution of DSP's Pokemon Unpack-ack-acking Grift
Toxicity_Unmasked
2K views•2026-05-29
Help re-structure my finances, I want to buy a house, save and invest
JennNxumalo
2K views•2026-05-29
Asian Paints Q4 Results: Revenue Beats Estimates, 5 Key Takeaways For Investors
NDTVProfitIndia
111 views•2026-05-29
Trying to Afford Vancouver on a Single Income | $2,550 Mortgage
chelseaspursuit
308 views•2026-05-28
AI Investment: Data Centers & The Bottom Line
MemeTeamClips
134 views•2026-05-28
Are you busy but still feeling broke?
TaraWagner
305 views•2026-06-01











