Archive - Made In Japan

Japan Idea Radar #2

Takeout targets, Midcaps, Defense and hidden AI plays

Jul 6 •

June 2025

A two pager idea on a 'lazy' bet

Part of the Hikari Tsushin Family Tree

Jun 21 •

May 2025

Important Notice: Subscription Prices will increase as of June 7

PLEASE NOTE: Subscribers before this date will NOT be affected

May 29 •

Earnings Review May 2025

CYND, Alpha Purchase and a few others...

May 24 •

A quick idea trading <5x FCF with double digit growth

An important catalyst and a solid shareholder base

May 12 •

Following up on CYND

More thoughts on this 'Rule of 40' SaaS Co trading at a FCF/EV yield of 11%...

May 10 •

April 2025

March 2025

Company Profile: Medikit

A leader in medical consumables trading at a 2.8x EBITDA (56% of market cap in cash)

Mar 10 •

Earnings Review Q1 2025 ($)

I sold a stock..

Mar 2 •

February 2025

Why I think Japanese SaaS is undervalued Part 2

6 ideas on my watchlist (minus one )

Feb 13 •

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