Made In Japan

Subscribe for unique and actionable insights on East Asian stocks. 12 yrs of professional experience in Japan, Korea, and Greater China markets.

Uncovering obscure underfollowed companies >

Turning over the Rocks, writing some notes along the way >> to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields

This is the official Substack for the Compounders Podcast. This platform will be the home for longer form articles on investing, written interviews with investors and the periodic sharing of investment ideas.

Miniatures, videogames, tabletop games, comics, RPGs and... money? Exploring how the makers of my entertainment get mine, and how good they are at it

Occasional insights into Asian investment from Seraya Investment, the investment manager of the Panah Fund, the Pasiwali Fund, and co-investment manager of the Phoenix Gold Fund.

Stock Investment/Value Investing Newsletter | Delivering Actionable & Undervalued Stock Picks 📈 | Investment Insights 💡

Understand the Japanese Psyche with a local English speaker's perspective

All-Things Quality Investing

Biweekly insights into overlooked listed companies. Perfect for investors chasing quality, undervalued stocks ignored by Wall Street

Japan analysis and insights - capitalism that works

Fundamental research focused on overlooked companies and special situations.

Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Investing in Emerging Markets and European small caps. value investing but growth companies are welcomed if cheap.

Compounded Investing in World-Class Firms

Welcome! This is a newsletter focusing on Asian value stocks. Enter your email address to receive free previews of new posts and teaser emails. Click on the "About" page to understand what you get as a premium subscriber. Terms & conditions apply.

In-depth interviews of leading Japanese professionals across business, investing & economics

Curating multidisciplinary investing, business, and other readings.