Sharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.
Joined March 2023
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My next Highest Conviction Deep Dive Stock Pitch is out!
My last high-conviction stock pitch earned paid subs +60%.
Are you sure you want to miss out on these potential gains?
If this post gets 50 likes, everyone who comments "me" in the comment section will receive the ticker in their DMs in a month.
See link in bio. Past performance is not indicative of future performance.
Anyone know what are operating investment securities that are current assets in JGAAP?
The company breaks down stocks and investments in investment trusts, but that is only 20% of operating investment securities. Are the remainder stakes in companies that they can't easily mark-to-market?
Typically weekends are for me to explore Japan, but given the recent decline, the ROI on reviewing my current and past positions is too high.
Will be releasing a post on that platform with 1-3 bullet point notes on what I'll do with each position.
Continuous Compounding retweeted
Growth in the overseas revenues of Japan's anime industry cooled in 2025 compared to the previous year but remained strong, climbing 17%, the fourth consecutive year of double-digit growth, according to the Association of Japanese Animations.
⬇️ Read more
ALT Line chart showing annual revenues of the Japanese animation industry in Japanese yen from 2013 to 2025, separated into two lines for domestic and overseas revenues. Domestic revenue grew from ¥1.19 trillion in 2013 to ¥1.91 trillion in 2025. Overseas revenue grew from ¥282.3 billion in 2013 to ¥2.54 trillion in 2025.
Alright guys, I'm willing to go to Saizeriya again, what should I order to ensure I have a great experience?
Here is my honest review of Saizeriya:
Pasta: 6.5/10
Doria with meat sauce and cheese: 7/10
Onion soup: 6.8/10
Spinach: 4/10
Drinks(soft drinks and coffee): 5/10
Seating was narrow.
I don't know the pasta I got from Seiyu supermarket for 399 yen tasted just as good as theirs.
From the items I ordered, just my opinion, food was pretty mid.
Also, poker pro is a self-proclaimed title. Anyone can call themselves a pro. Played against a 1/3 reg that I felt was making below minimum wage because he was severely underbluffing, and he told me he was a pro...
Bought Airtrip 6191 at 800 yen per share (18 bn mcap), and the company decided to increase dividends from 10 yen per share to 160 yen per share.
Over the next 3 years they plan to payout 10 bn yen in dividends at a 30 bn mcap. Their dividend policy is 100% of NOPAT (before impairment losses, etc) over the next 3 yrs and they plan to repurchase shares.
Nice to see such an aggressive maneuver in JP corporate governance.
Super annoying. I tried to make an amazon JP account cuz I want to buy a laptop stand. I uploaded my passport, front and back images of my credit card, and my last 3 months credit card statements and still got rejected for making an account. They just cite unusual activity as the reasoning. @AmazonJP
Why is this not a standard practice?
This Japanese toothpaste I bought, the cap comes off with a small pull and pops right back on with a slight push.
Way easier than screwing the cap on.
A must bookmark!
I made a list: Full-Time Stock Pickers on Substack
substack.com/@michaelfritzel…
Picked up this bad boy today!
Thanks @InvestInJapan for writing about the book!
