Small System Integrator with M&A Track Record for 2.8x EV/EBIT kenkyoinvesting.com/2022/03/21/sma…

Pressured But Profitable Paint Maker Trading Below EV kenkyoinvesting.com/2022/04/04/pre…

M&A by Japanese companies are often a source of discomfort for investors... But CEO Joe Hirano at serial-platform business operator ZIGExN (3679) seems to be cost-conscious and smart about it. Trades for 3.3x EV/EBITDA. Nice find Feathertop Capital tristanwaine Vianney !

Leading Partition Maker Trading at 2.3x EV/EBIT kenkyoinvesting.com/2022/04/18/lea…

Check out the comments here if you're looking to create a Japan watchlist:

Here’s a crowdsourced list of potential Japanese compounders!

⚡️Check out this profile on McDonald's Japan founder Den Fujita! He kickstarted the business with a bang, constructing the first store in 36 hours, then moving on to open an average of two stores per week for 28 years!

Specialized Electronic CAD Developer Trading at 97.4% NCAV kenkyoinvesting.com/2022/05/09/spe…

Small and Profitable System Integrator with 3.66% Dividend Yield Trading at 2.4x EV/EBIT kenkyoinvesting.com/2022/05/23/sma…

Don't forget to follow Value Punks and receive monthly deep dives! Highly recommend if you enjoy learning tid bits of new knowledge from different sectors. They provide thoughtful coverage on everything from tech to cyclicals across all industries and regions.

Independent System Integrator with Steady Growth at 1.4x EV/EBIT kenkyoinvesting.com/2022/07/04/ind…

Had a Q&A with @Fritz844 from Asian Century Stocks!

How did Domino's Pizza make it in Japan? Here's an interview with Ernest Higa, the founder of Domino's in Japan, by Coral Capital The interview is in Japanese, but you can use your browser's Google Translate add-on to get a clean translation coralcap.co/2022/07/ernest…

Growing IT Network Service Operator Trading at 1.6x EV/EBIT kenkyoinvesting.com/2022/08/01/gro…

Mid-size Building Maintenance Co With Diverse Revenues Trading at 1.8x EV/EBIT kenkyoinvesting.com/2022/08/31/mid…

Profitable System Integrator Trading for 68% P/NCAV kenkyoinvesting.com/2022/12/05/pro…

Profitable Pioneer in Construction Anchor Bolts Trading at 2.3x EV/EBIT kenkyoinvesting.com/2023/02/27/pro…

If you're wondering what happened to Punch Card Investor, give Punchy Capital a follow. His crypto analyst account got hacked and apparently there are no support people left at Twitter.

Asset-light Corporate Housing Management Service Company Trading for 5.7x EV/EBIT kenkyoinvesting.com/2023/04/24/ass…

2023 X: 'Japan is dead' 2026 X: 'Japan is back' 2026 Me: What did I miss? So many write-ups, so many new Japan-focused accounts. Which ones should I start following?