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Japan Idea Radar #2

A two pager idea on a 'lazy' bet

Important Notice: Subscription Prices will increase as of June 7

Earnings Review May 2025

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

Following up on CYND

Hikari Tsushin Part 2: The investor

My discussion on Japan with Leandro from Best Anchor Stocks

Company Profile: Hikari Tsushin

Company Profile: Medikit

Earnings Review Q1 2025 ($)

Why I think Japanese SaaS is undervalued Part 2

Why I think Japanese SaaS is undervalued

Some updated thoughts on previous ideas ($)

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