4624 Isamu Paint
- Japan Guru
- Dec 7, 2025
- 1 min read
Isamu Paint mainly makes automotive repair paints, with focus on environmentally friendly water-based paints and functional paints. The company also licenses its IP in Southeast Asia.
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"A Dirt cheap double net-net I wrote up today. A very cheap name with 30 years of consistent profitability. Free to read on the 'Stack like usual. It's a basket sized position for me. Small and illiquid. Hikari Tsushin owns a tiny amount (2.1%)"
https://x.com/AltayCapital/status/1996541470850089258?s=20