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Why I think Japanese SaaS is undervalued
2025: the year of the digital cliff
Jan 18
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Why I think Japanese SaaS is undervalued
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Some updated thoughts on previous ideas ($)
and what I'm doing with them to start off the year...
Jan 3
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Some updated thoughts on previous ideas ($)
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December 2024
Useful tools for Researching Japan
Updated. Bring on 2025!
Dec 23, 2024
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Useful tools for Researching Japan
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A Conversation with Michael Fritzell of Asian Century Stocks
We covered all things Investing in Japan
Dec 22, 2024
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A Conversation with Michael Fritzell of Asian Century Stocks
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Will lightning strike twice? ($)
A note on a micro-cap idea with a familiar story
Dec 3, 2024
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Will lightning strike twice? ($)
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November 2024
A SaaS stock trading at <2x ARR valued at Single-Digit Free cash flow ($)
While ARR and earnings are growing 20%+...
Nov 15, 2024
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A SaaS stock trading at <2x ARR valued at Single-Digit Free cash flow ($)
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October 2024
The impact of the new TOPIX Index ($)
Winner Stays On: the potential risk and opportunities
Oct 24, 2024
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The impact of the new TOPIX Index ($)
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Important Notice: Subscription prices will increase as of October 18, 2024
Paid subscribers before the date will NOT be affected by this change
Oct 12, 2024
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Important Notice: Subscription prices will increase as of October 18, 2024
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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
Oct 8, 2024
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Logistics in Crisis? the 2024 Problem (Free)
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September 2024
What Japan Quality actually means, A case study ($)
some on the ground research and a story of Japanese craftsmanship
Sep 23, 2024
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What Japan Quality actually means, A case study ($)
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Logistics in Crisis? the 2024 Problem
Part 1: the problem
Sep 15, 2024
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Logistics in Crisis? the 2024 Problem
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August 2024
Notes from the Nikkei IR Fair
On the reality of retail investors, shareholder gifting and a few companies that caught my eye...
Aug 25, 2024
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Notes from the Nikkei IR Fair
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