Made in Japan 🇯🇵
@InvestInJapan
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Everything on Japanese Culture & Investing 🌱 Local market insights 🗺️ Quality 📈 Hidden Gems 🔍 Unique mental models 🧠 Views my own. Not investment advice.
Kamakura-shi, Kanagawa
Joined March 2023
Hello! After procrastinating to death I'm finally launching on that 'newsletter site'. (link in bio) I've been delaying this because I feel weirdly insecure about my long-form writing. But with Nikkei hitting highs, I guess today couldn't be a better day to start it, so fuck
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Just when I thought about taking a break from writing about 🇯🇵 SaaS... found one that seems to have no mention whatsoever.
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Interesting seeing the impacts of Broadcom $AVGO acquiring VMware on Japanese Software... Learnt from one company this led to price changes and close to >5x increase in costs from that.
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Thx for the input! Some were definitely interesting! Investment principles are usually similar and can feel pretty consensus. So I loved hearing about investors 'quirks' instead. By default, I think this is sth others are less likely to do and could be a source of alpha!
Whats a really weird part of your investment process that may even be irrational? (Don’t lie! we all have something!) I’ll start: i always sell stocks when its up 100%. Not completely and depends on the situation or r/r then, can literally only just be a single share lot. But
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I liked this kotobuki-ism: "Customer complaints are the best opportunities to turn them into fans"
Sorry. Might be annoying, hope you don't mind but some nuggets got me excited so will jot down a few more notes here. I think Kotobuki Spirits is the anti-thesis of the AI trade in some ways and a living example of why AI can bring consistent customer service but not exceptional
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Interesting potential narrative violation, Japan’s MAFF estimate number of Japanese restaurants around the world declined over the last 2 years. Not sure if this counts foreign owned Japanese dining.
農水省による日本食レストランの海外店舗数の調査。順調に増えているものというイメージだったがなんと減っている！ ピークアウトなのか一時的な現象なのかは資料から読み取れず https://t.co/sfGCscLL9d
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Interestingly, I’ve seen more successful Japanese investors invest like Druckenmiller, going beyond fundamentals and actually zero in on liquidity/catalyst/timing than investors abroad. Don’t think one is better than the other but an observation. Nonetheless has given me alot of
Have posted these before but was thinking of them this morning: Quotes on timing in business and investing. Some are mine, others I've picked up. - Stanley Druckenmiller: "I never use valuation to time the market. I use liquidity considerations and technical analysis for
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A-Tie $369A.JP is definitely one of the more unique businesses I’ve come across but also so Japanese. They provide temple consulting services helping temple owners manage temples and graves. This includes construction, marketing/customer acquisition and after care/maintenance.
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I've started reading Mitsui, the 300+ year long history of the largest pre-war Zaibatsu. The company's founder did something incredibly contrarian and gave up his high status samurai title voluntarily to take up a low status merchant identity. This is why:
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The tragedy of human temperament is that it takes a few seconds to pull up a long-term growth chart, but much longer to experience it.
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Still pretty cool to see Pharrell at a Japanese IPO !
HUMAN MADE（456A）は、公開価格3,130円に対して9.9 ％上回る3,440円で初値。 今までで一番厳つい上場セレモニー写真かもしれません笑 おめでとうございます。 https://t.co/ayBgGbMSSN
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Wow KKR exits Hyatt Regency for 120b, they bought it for 60b from Odakyu $9007.JP 2 years ago so a quick double. They likely used cheap Japanese debt too so the IRR must be insane!
小田急アホすぎるなぁ。 KKRとガウ、ホテル「ハイアット東京」を1200億円で売却－関係者 https://t.co/DojSHJlxU4
@businessより
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Sorry, this got late! Took a break from Software after writing way too much about it this year. List companies I own/like/watchlist irrespective of valuation: Software service Zuken Rakus Cybozu Infomart Smaregi eWell Opro (cc: @atelicinvest ) Poper OBIC AI Robotics OBIC
I really enjoyed this piece, am a big fan of David’s. Got me thinking about Japanese software named again. For those willing to share, what are name(s) you own I should check out? @CJ0pp3l @atelicinvest @BerkelKip @InvestInJapan
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My favourite thing that happened recently Aonishiki, a war refugee became the first Ukrainian Sumo Champion when asked by a reporter what he’s having for dinner that night. “I’ll think about it after I have ramen” A legend was born. You deserve whatever you want champ!! 👊🇺🇦
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Sorry. Might be annoying, hope you don't mind but some nuggets got me excited so will jot down a few more notes here. I think Kotobuki Spirits is the anti-thesis of the AI trade in some ways and a living example of why AI can bring consistent customer service but not exceptional
Been writing a case study for Kotobuki Spirits $2222.JP for my next post. oft seen as the ‘see’s candies’ of Japan. Really enjoying the book from the CEO, i liked their biz but completely under estimated their management/culture as a source of competitive advantage. Truly
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Oh wow, I stand corrected, Blue Jays apparently got to put their logo for free! Wonder how.
まさか…井上拓真－那須川天心戦で掲出のブルージェイズのロゴ、米大リーグ機構の許可得ておらず ＃ブルージェイズ #MLB https://t.co/1P1q49WUhT
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@random_offl When it comes to full-time writers, I like @ClarkSquareCap @irbezek @david_katunaric @InvestInJapan @TSOH_Investing But there are literally hundreds of high-quality publications. I put together a list here: https://t.co/Vp6U1R9rHi
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Happy the younger Inoue got his flowers, giving Tenshin his first career loss. Couldn't help but notice the Toronto Blue Jays as a Sponsor in a boxing match! Guessing they saw just how much money Japanese fans brought the Dodgers and now want a piece! 🥊X⚾️
【ボクシング】井上拓真、那須川天心に勝利！ 13カ月ぶり世界王座復帰 https://t.co/4FeizNauwf 井上拓真が世界初挑戦の那須川天心を判定で破り、3度目の世界王座獲得に成功した。キックボクシング42戦無敗の“神童”に公式戦初黒星をつけ、約13カ月ぶりに世界王者に返り咲いた。
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54% of Japan Post's market cap is in real estate, another 25% in net cash, per Palliser.
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