Made in Japan 🇯🇵

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Made in Japan 🇯🇵

Made in Japan 🇯🇵

@InvestInJapan

Everything on Japanese Culture & Investing 🌱 Local market insights 🗺️ Quality 📈 Hidden Gems 🔍 Unique mental models 🧠 Views my own. Not investment advice.

Kamakura-shi, Kanagawa Katılım Mart 2023
972 Takip Edilen11K Takipçiler
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Made in Japan 🇯🇵
Made in Japan 🇯🇵@InvestInJapan·
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 it. Here I hope to be covering a mix of company profiles and more actionable long ideas. If you're interested in 🇯🇵 would appreciate you subscribing🙂 There's still a lot of work to do so welcoming any kind of feedback and suggestions! Thanks in advance. #MADEINJAPAN
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Quantum
Quantum@Quantum_Sport·
@InvestInJapan I guess if AI really makes it so that no saas product is viable again in a country of all boomers where no one switches tech until they have to, I am going to lose a lot of money because these valuations are crazy.
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Made in Japan 🇯🇵
Made in Japan 🇯🇵@InvestInJapan·
I think people are underestimating just how behind the Japanese Public Sector is on digitalisation. If you thought Japanese companies were bad, the government is even worse. The Recent ISMAP designation they obtained is a 'pre-approval' that government entities can use OPRO, knowing that it clears the high security requirements. It removes quite some friction and is an area with even less competition. So it could be a huge opp. This is a recent development and is yet to show up in the numbers. I’m still trying to figure out how soon revenue can accelerate but they seem to think this will start in 2H already...
Made in Japan 🇯🇵@InvestInJapan

OPRO $228A.JP recently did a 1.72% buyback. This one is getting killed with the rest of SaaS. However, they continue to deliver with double-digit growth, best-in-class churn, expanding margins, expecting government tailwinds trading at a P/S of 1x and a P/E of just 12x. Starting to look very interesting for me.

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Made in Japan 🇯🇵
Made in Japan 🇯🇵@InvestInJapan·
@cronosbro Index level maybe, but all it takes is a couple hours looking through stocks to find many cheap opps in Japan still
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Critic Bro
Critic Bro@cronosbro·
@InvestInJapan japan stocks are attractive for the reasons above except being cheap. for cheap, see china stocks.
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Made in Japan 🇯🇵
Made in Japan 🇯🇵@InvestInJapan·
Its not just because its cheap that 🇯🇵 is an attractive market, truly believe its a confluence of things that might end up causing what Munger called a ‘Lollapalooza’: Corporate governance Defense Political Reshoring Digitalisation Nuclear Industry consolidation Tourism AI Strategic positioning in Semiconductors Automation/Robotics +other hard tech Japanese IP/soft power Japanese Savings being unleashed Inflation (good and bad) Inflow of Global capital US alliance Obviously Im biased AF
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Made in Japan 🇯🇵
Made in Japan 🇯🇵@InvestInJapan·
yeah i watched this! I think the important part is that it's cheap on earnings multiples.
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Made in Japan 🇯🇵
Made in Japan 🇯🇵@InvestInJapan·
OPRO $228A.JP recently did a 1.72% buyback. This one is getting killed with the rest of SaaS. However, they continue to deliver with double-digit growth, best-in-class churn, expanding margins, expecting government tailwinds trading at a P/S of 1x and a P/E of just 12x. Starting to look very interesting for me.
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Marvin Liao🇺🇸🇨🇦🇯🇵🇹🇼🇺🇦🇮🇹🇸🇦🇦🇺🇦🇱
Marvin Liao🇺🇸🇨🇦🇯🇵🇹🇼🇺🇦🇮🇹🇸🇦🇦🇺🇦🇱@marvinliao·
I am also maximum bullish on Japan.
Made in Japan 🇯🇵@InvestInJapan

Its not just because its cheap that 🇯🇵 is an attractive market, truly believe its a confluence of things that might end up causing what Munger called a ‘Lollapalooza’: Corporate governance Defense Political Reshoring Digitalisation Nuclear Industry consolidation Tourism AI Strategic positioning in Semiconductors Automation/Robotics +other hard tech Japanese IP/soft power Japanese Savings being unleashed Inflation (good and bad) Inflow of Global capital US alliance Obviously Im biased AF

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Made in Japan 🇯🇵
Made in Japan 🇯🇵@InvestInJapan·
@orrdavid The more companies I look at, talk to, etc. Across different industries, it's really hard for me not to get excited!
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Made in Japan 🇯🇵
Made in Japan 🇯🇵@InvestInJapan·
Whats not to love, this is made with so much soul that it might become sentient!
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Made in Japan 🇯🇵
Made in Japan 🇯🇵@InvestInJapan·
@cronosbro I like their enterprise focus, much stickier customers , also government is a huge opportunity
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Made in Japan 🇯🇵
Made in Japan 🇯🇵@InvestInJapan·
Interesting Freee made an acquisition of a logistics ERP/inventory management SaaS solution. Price not disclosed.
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Michael Fritzell (Asian Century Stocks)
Michael Fritzell (Asian Century Stocks)@MikeFritzell·
The bull case for Japanese software: - Revenues in yen so not hurt by JPY appreciation - SaaS penetration rate is 5-7 years behind the US - Growth is hard to find in Japan, but in SaaS - yes - Incremental margins in software are high - Run by young, aggressive CEOs - Have sold off indiscriminately on gen AI fears - EV/Sales multiples now often well below 3x
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Keşfet

@Quantum_Sport @willschoebs @cronosbro @0x143 @marvinliao @orrdavid @MikeFritzell @elonmusk