What if one of the best sources of information isn't the English version of a company's website?
On this month's podcast, Marcel Gozali (Founder of Stone Sentinel Capital) discusses Ascentech, a Japanese Citrix distributor trading at around 8x earnings with a c.6% dividend yield.
Article with links to Spotify, YouTube, and Apple Podcasts:
fatalpha.substack.com/p/ascentech-with-stone-sentinel-capital
One of my favorite insights from the discussion had nothing to do with the company. Marcel explained how he gained meaningful insights into the business from the Japanese version using Google Translate! I missed that from reading only the English version!... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Tue Aug 11 2026 21:23:09 GMT+0000 (Coordinated Universal Time)
