Total Soft Bank (KOSDAQ: 045340) is a Korean micro cap whose CATOS software runs over 110 container terminals worldwide. It holds ₩34bn of cash against a ₩57bn market value, with a record order backlog. A deep dive from the DART filings.
All good. No need to mention me since I got the idea from Ryan. People tend to appreciate attribution. Cool that you covered Greens by the way, never heard anyone else mention it but you. I also like the name of your publication
You're right, it only trades on the Korean exchange, no US listing or ADR. I use Interactive Brokers for most of my buying, they give access to KOSDAQ. There are other options out there, possibly even cheaper ones, so worth shopping around for a broker.
One thing though: please do your own research before buying anything, don't rely on mine alone.
And if you enjoy the articles, I'd really appreciate a share.
"Almost nobody is talking about it", and yet you don't mention Ryan Albert's name? https://x.com/ryan_a_albert/status/2055817568120922274?s=20
Fair point — Ryan was on it before me, and so were you; "almost nobody" doesn't hold up. Credited both in the piece now. Thanks for flagging it.
All good. No need to mention me since I got the idea from Ryan. People tend to appreciate attribution. Cool that you covered Greens by the way, never heard anyone else mention it but you. I also like the name of your publication
Cheers, appreciate that. Happy to compare notes on Greens anytime. Thanks on the name too.
Interesting setup, thank you for the article. What % of shareholder returns (buybacks specifically) did they do? And are any more planned?
I'm so glad you read and enjoyed it! Another short write-up you might like is: https://www.numbersnotnarrative.com/p/i-scream-media-93-of-koreas-teachers
You're right, it only trades on the Korean exchange, no US listing or ADR. I use Interactive Brokers for most of my buying, they give access to KOSDAQ. There are other options out there, possibly even cheaper ones, so worth shopping around for a broker.
One thing though: please do your own research before buying anything, don't rely on mine alone.
And if you enjoy the articles, I'd really appreciate a share.