Why subscribe?
Subscribe to get full access to the newsletter and website. Never miss an update.
What you can expect: 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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