Why subscribe?
Japan is one of the largest stock markets in the world, with more than 4000 companies listed. Despite being the home to hidden champions and niche leaders recognized globally, many are underfollowed. Close to half of the listed companies have zero coverage! This substack aims to help uncover some of these opportunities while giving color to the unique cultural context, that may have prevented investors from looking at this market in the past.
You’ll get highly differentiated ideas and insights into Japanese businesses —both investment ideas and profiles of unique companies/individuals/investors.
1. You’ll get initial ideas without having to spend on translation.
2. If and when possible I’ll share insights after talking to companies.
3. I occasionally provide on-the-ground research
4. most companies are not on people’s radar but I look far and wide and use my network of investors in Japan (i.e procure interesting ideas)
5. Sell-side who cover Japan have lived in Japan all their lives, they’re not able to put cultural differences into context. I think I can do that better. For foreign investors, putting the opportunity in context is key.
6. Be part of a community of like-minded investors who can share notes, insights and perspectives
7. Occasionally you’ll get recommendations of places to go in Japan ;)
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Disclaimer: The content on this website is for informational and educational purposes only and is not created to meet your personal financial situation. Nothing should be considered as investment advice or as a guarantee of profit. You are advised to consult with your financial advisors to discuss your investment options and whether it would be a suitable investment for your personal needs. The information used in this publication is from sources that are believed to be reliable but the accuracy cannot be guaranteed. It may include some errors, please make sure to do your due diligence. The opinions expressed are those of the author and the author only. These opinions are subject to change without prior notice.
