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Will lightning strike twice? ($)
A note on a micro-cap idea with a familiar story
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Made in Japan
A SaaS stock trading at <2x ARR valued at Single-Digit Free cash flow ($)
While ARR and earnings are growing 20%+...
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Made in Japan
9
The impact of the new TOPIX Index ($)
Winner Stays On: the potential risk and opportunities
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Made in Japan
4
Logistics in Crisis? the 2024 Problem (Free)
Part 2: one related stock idea at 4.9x EBITDA and close to 40% of market cap in cash
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Made in Japan
What Japan Quality actually means, A case study ($)
some on the ground research and a story of Japanese craftsmanship
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Made in Japan
1
Logistics in Crisis? the 2024 Problem
Part 1: the problem
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Made in Japan
Notes from the Nikkei IR Fair
On the reality of retail investors, shareholder gifting and a few companies that caught my eye...
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Made in Japan
Made In Japan
Made In Japan
The mission of MIJ is to become your field guide to Business and Investing in Japan. My goal is to make businesses in Japan more accessible to everyone by breaking down cultural barriers and provide differentiated ideas and insights.
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