new dawn for 🇯🇵 exports? market cap of top 9 ‘entertainment’/IP cos now larger vs Auto. Feels like this was a long time coming.. and the former can is way more scalable too. still astounds me how many non Japanese pol grew up with Japanese Anime/IP Soft Power at it’s finest.

One random data point: My mother installed new Alsok security $2331.JP in our family home. It's been a safe suburban neighbourhood close to Tokyo for as long as I remember, but it seems like the media has made her feel less safe/more wary in recent years. interesting.

Tokyo still levies just 200 yen a night hotel tax. The amount hasn't changed since *2002*. Sort it out!

One of the coolest things about the retired 🇯🇵 Japanese Hedge Fund Legend Tatsuro Kiyohara who 93x-ed his fund is that hes become an open book and even openly shared specifics on how he screens for ideas on the Japan company Handbook (The Japanese Value Line)👇 P/E Ratio: He is

Out tomorrow... Photo taken near my home town :)

As long as I continue to find PMs that scoff at using this hellsite and analysts that are too embarrassed to use it... There will always be alpha here.

Now out! (Happy July 4th wknd to my US friends!) Had fun with this one, basically a handful of 'one pagers' For once: - NO SaaS, but a variety of sectors - Decent-sized companies incl Midcaps - Even a company with a P/B below 1🤠 Warning: May, make you hungry :)

One of the stocks I discuss in my recent post is M-UP $3661.JP which is a unique business model in 🎌. Japanese fandom as you may imagine, is world class, and can be pretty hardcore and they are capitalising on that. It's probably the closest thing to having religion as a biz

Damn... what in the Ajinomoto.. the peoples seasoning company has really been crushing it as an AI Data Center play... h/t Stock Analysis Compilation

I've been looking at so many SaaS these last few months, and might have SaaS Shitco Syndrome. Now, finally looking at other industries again and so much of it looks mediocre, you realise just how superior these subscription biz models are when done right...