Made In Japan
Subscribe
Sign in
Home
Chat
Cultural Alpha
Useful Resources
Archive
About
Latest
Top
Discussions
A SaaS stock trading at <2x ARR valued at Single-Digit Free cash flow ($)
While ARR and earnings are growing 20%+...
Nov 15
•
Made in Japan
7
Share this post
Made In Japan
A SaaS stock trading at <2x ARR valued at Single-Digit Free cash flow ($)
Copy link
Facebook
Email
Notes
More
7
October 2024
The impact of the new TOPIX Index ($)
Winner Stays On: the potential risk and opportunities
Oct 24
•
Made in Japan
3
Share this post
Made In Japan
The impact of the new TOPIX Index ($)
Copy link
Facebook
Email
Notes
More
4
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
•
Made in Japan
6
Share this post
Made In Japan
Important Notice: Subscription prices will increase as of October 18, 2024
Copy link
Facebook
Email
Notes
More
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
•
Made in Japan
8
Share this post
Made In Japan
Logistics in Crisis? the 2024 Problem (Free)
Copy link
Facebook
Email
Notes
More
September 2024
What Japan Quality actually means, A case study ($)
some on the ground research and a story of Japanese craftsmanship
Sep 23
•
Made in Japan
9
Share this post
Made In Japan
What Japan Quality actually means, A case study ($)
Copy link
Facebook
Email
Notes
More
1
Logistics in Crisis? the 2024 Problem
Part 1: the problem
Sep 15
•
Made in Japan
14
Share this post
Made In Japan
Logistics in Crisis? the 2024 Problem
Copy link
Facebook
Email
Notes
More
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
•
Made in Japan
15
Share this post
Made In Japan
Notes from the Nikkei IR Fair
Copy link
Facebook
Email
Notes
More
Japan Idea Radar #1
6 ideas on my watchlist...
Aug 21
•
Made in Japan
8
Share this post
Made In Japan
Japan Idea Radar #1
Copy link
Facebook
Email
Notes
More
2
Kawaii 'take-over' the world
Some more thoughts on Genda... it's looking attractive again?
Aug 11
•
Made in Japan
16
Share this post
Made In Japan
Kawaii 'take-over' the world
Copy link
Facebook
Email
Notes
More
3
A quick note on a high quality SaaS company growing double digits trading at 1.7x NTM Sales and 6.9x EBITDA
Acquisitions in this category abroad have been valued at multiples of this
Aug 4
•
Made in Japan
13
Share this post
Made In Japan
A quick note on a high quality SaaS company growing double digits trading at 1.7x NTM Sales and 6.9x EBITDA
Copy link
Facebook
Email
Notes
More
5
July 2024
On a true Made In Japan company Part 2
JEH's unique opportunity: Luxury x Aging Demographic x Tourism
Jul 24
•
Made in Japan
4
Share this post
Made In Japan
On a true Made In Japan company Part 2
Copy link
Facebook
Email
Notes
More
On a true Made in Japan company Part 1
Profiling a unique business on the Japanese stock market
Jul 14
•
Made in Japan
16
Share this post
Made In Japan
On a true Made in Japan company Part 1
Copy link
Facebook
Email
Notes
More
2
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
