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by magicnubs 2119 days ago
> The Japanese companies earn very low returns on equity. They have a bunch of businesses that earn 4, 5, 6% on equity and it is very hard to earn a lot as an investor when the business you are in doesn't earn very much money.

Not sure I understand what he meant there. 4-6% seems perfectly fine if your loan is for 1%? Why isn't 4-6% enough to pursue?