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Useful tools for Researching Japan

A Conversation with Michael Fritzell of Asian Century Stocks

Will lightning strike twice? ($)

A SaaS stock trading at <2x ARR valued at Single-Digit Free cash flow ($)

Other Services

The impact of the new TOPIX Index ($)

Important Notice: Subscription prices will increase as of October 18, 2024

Logistics in Crisis? the 2024 Problem (Free)

What Japan Quality actually means, A case study ($)

Logistics in Crisis? the 2024 Problem

Notes from the Nikkei IR Fair

Japan Idea Radar #1

Kawaii 'take-over' the world

A quick note on a high quality SaaS company growing double digits trading at 1.7x NTM Sales and 6.9x EBITDA

On a true Made In Japan company Part 2

On a true Made in Japan company Part 1

My conversation with Edwin Dorsey

Book Summary Part 2: "Our Investing Strategy, who does the market smile upon"

A SaaS company trading at 4.8x EBITDA and ready to re-accelerate...?

A quick note on a Japanese Appfolio

Buying alpha?

Book Summary: Our Investing Strategy, who does the market smile upon

A peek into Japanese Roll-ups Part 2

Useful Resources

A peek into Japanese Roll-ups

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