Just added 100 more shares of ZIGExN to the portfolio 🇯🇵🦆

This Japanese digital platform gem scored Elite on the Patito system — strong ROE, low debt, growing earnings, and trading at a value multiple.

It also holds a solid WB Grade B for business quality and capital efficiency. Undervalued by most, but not by Patito.

Long-term digital tailwinds in Japan make this a quiet compounding candidate. As it performed well in May and numbers still look promising, we will keep adding.

🦆📈 Monthly update in #PatitosFortune: the nest is thriving!

The top 7 performers make up for 42% of my young portfolio:

$BETS leads the flock with a stellar +15.9%, proving that small caps can shine when picked with care.

$EXX1 (+1,33%) & $IDVY (+1,06%) are pulling weight in the dividend ETF squad — reliable yield with sweet upside.

Gold play $4GLD (-1,77%) stays golden in these 2025 markets where 🍊man treats tariffs like a 🪀

$MAU (-1,13%) & $3679 (+3,6%) reflect our value picks finally getting noticed.

And $NDA FI (+1,23%) reliable steady compounder.

Patito’s beak is up — and the feathers? Funded. 🤑

see you in June 💰🦆💰

Today we added a small starter position in ZIGExN Co., Ltd., a Japanese company specializing in matching platforms across HR, real estate, and lifestyle services.

Although ZIGExN’s recent growth looks mediocre on the surface, our Simulated WB2025 (“Warren Buffett 2025”) scoring system focuses heavily on business quality over short-term numbers.

1. Strong Financial Health

• Negative net debt → A fortress balance sheet with more cash than debt.
• Positive free cash flow → Even with soft earnings, they are still generating cash.
• Decent return on equity (ROE ~20%) → Shows internal capital is efficiently managed.

2. Business Quality Metrics

• High Gross Profit Margin (82%) → Strong pricing power or an efficient business model.
• Strong Book Value vs. Market Price → Safety cushion if things go wrong.
• Cash reserves → Critical for surviving downturns and reinvesting opportunistically.

• Attractive Valuation

• PFCF Ratio of 5.47 → “Buffett-style” cheapness relative to cash generation.
• Low PEG Ratio (0.25) → Valuation remains cheap compared to growth expectations.

4.

Management & Ownership

• Inside Ownership is strong (shows alignment).
• Founder involvement — ZIGExN still has significant founder influence, a big plus in WB2025 scoring.

🧠 In Short:

✅ Business Model = Scalable and high-margin

✅ Financial Health = No debt, strong cash flows

✅ Valuation = Cheap relative to cash generation

✅ Management = Aligned with shareholders

🔔 Warning: Growth is not “exciting” right now, so position sizing small is crucial — we treat this as a “wait and see” investment, not a “full conviction” one yet.

No financial advice, testing the company and our valuation scoring system 🦆