株投資短歌 20200831 バフェットの総合商社株買い Buffet’s investment in Sogo Shasha
中湖 康太
株投資短歌 Kabu Toshi Tanka August 31st 2020
ついにきた ウォレンバフェットの 商社買い 低PBRに 高いROE
At last have come Warren Buffett’s investment in Sogo Shoshas, the Japanese-style trading and investment companies with low PBR and high ROE.
日本型 投資会社と いえるかな 商流(情報)つかみ 投資する
Sogo Shoshas are said to be Japanese style investment companies, making use of information, while trading and merchanting.
今日の 総合商社に 魅力あり BS重視の ROE経営
Attractive are brushed-up Sogo Shoshas today, with their BS(Balance Sheet)-centric ROE management.
By Kota Nakako
2020/08/31
