Some links

1. The Only Other Spending Rule Article You Will Ever Need (link)
• Use TIPS ladder instead of bond ETF!
2. 100-bagger Google stock (link)
3. Short quantum computing to the hell, but you need a strong stomach (link) (link)
4. Johnson Matthey (link)
5. An AI Addendum (link)
6. A hidden gem in Japan - Shin maint holding co. (link)
7. Performance comparison of S&P600 and Russell 2000 (link)
• exclude unprofitable small cap companies
8. Pernod Ricard (link) (link)
• ROIC < 10%
• latest earning/EV = 4.8%
• Heavy debt
9. Too much AI too soon (link)
10. Sanity check on current market (link)
11. DreamArts (link)
12. Japan's activist stock names (link)
• Daihatsu Infinearth (6023 JP, Mkt Cap: USD540mn, PER: 16.4x, PBR: 1.3x, EV/EBITDA: 6.7x, Dividend Yield 1.9%)
• DIC Corp (4631 JP, Mkt Cap: USD2.0bn, PER: 10.5x, PBR: 0.7x, EV/EBITDA: 14.6x, Dividend Yield 3.2%)
• eGuarantee (8771 JP, Mkt Cap USD510mn, PER: 19.6x PBR: 3.3x, EV/EBITDA: 10.6x, Dividend Yield: 2.3%)
• Fuji Media (4676 JP, Mkt Cap USD5.5bn, PER: 16.5x, PBR: 0.8x)
• Gungho Online (3755 JP, Market Cap: USD1.0bn, PER: 16.3x PBR: 1.2x, EV/EBITDA: 3.0x, Dividend Yield: 2.2%)
• Heiwa Real Estate (8803 JP, Market Cap: USD1.1bn, PER: 15.6x, PBR: 1.3x, Dividend Yield 3.7%)
• Kawasaki Kisen (9107 JP, Mkt Cap USD8.9bn, PER: 9.5x, PBR: 0.8x)
• Keisei Railway (9009 JP, Mkt Cap USD5.4bn, PER: 16.8x, PBR: 1.5x) 
• Kyoto Financial Group (5844 JP, Mkt Cap USD5.2bn, PER: 19.1x, PBR: 0.7x)
• Lion (4912 JP, Mkt Cap USD2.7bn, PER: 16.4x, PBR: 1.4x)
• Kansai Electric Power (9503 JP, Market Cap: USD16.4bn, PER: 8.2x, PBR: 0.8x, EV/EBITDA: 8.7x, FCF Yield 3.3%, Dividend Yield 2.8%)
• Meisei Industrial (1976 JP, Market Cap: USD520m, PER: 9.6x PBR: 1.1x, EV/EBITDA: 4.4x, FCF Yield 6.5%, Dividend Yield: 3.7%)
• Nippon TV (9404 JP, Mkt Cap USD5.5bn, PER: 15.8x, PBR: 0.8x)
• Ricoh (7752 JP, Mkt Cap USD5.2bn, PER: 13.1x, PBR: 0.7x)
• Rohto Pharma (4527 JP, Mkt Cap USD3.2bn, PER: 15.1x, PBR: 1.8x) 
• Sanken (6707 JP, Mkt Cap USD1.3bn, PER: 3.9x, PBR: 1.2x) 
• Sumitomo Corp (8053 JP, Mkt Cap USD30.5bn, PER: 7.9x, PBR: 1.0x)
• Sumitomo Realty (8830 JP, Mkt Cap USD17.0bn, PER: 12.5x, PBR: 1.2x)
• Tadano (6395 JP, Mkt Cap USD0.8bn, PER: 10.1x, PBR: 0.7x)
• TBS (9401 JP, Mkt Cap USD5.3bn, PER: 18.1x, PBR: 0.8x)
• Teijin (3401 JP, Mkt Cap USD1.6bn, PER: 19.0x, PBR: 0.5x)
• Tokyo Gas (9531 JP, USD12.5bn, PER: 11.4x PBR: 1.2x, EV/EBITDA: 6.9x, Dividend Yield: 1.5%)
• Tokyo Tatemono (8804 JP, Mkt Cap USD3.6bn, PER: 9.3x, PBR: 1.0x) 
• Toyo Suisan (2875 JP, Mkt Cap USD6.1bn, PER: 14.1x, PBR: 1.9x)
• Toyo Tire (5105 JP, Mkt Cap USD3.2bn, PER: 8.2x, PBR: 1.0x)
• UACJ (5741 JP, Mkt Cap USD2.0bn, PER: 10.5x, PBR: 1.1x, EV/EBITDA: 7.1x, Dividend Yield: 2.4%)