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@InvestInJapan Avatar @InvestInJapan Made in Japan 🇯🇵

Made in Japan 🇯🇵 posts on X about japan, $9435t, $9435jp, biz the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence countries XXXXX% finance XXXXX% stocks XXXXX% technology brands XXXX% currencies XXXX% travel destinations XXXX% cryptocurrencies XXXX%

Social topic influence japan #1602, $9435t 12.33%, $9435jp 6.85%, biz 4.11%, $2222t 4.11%, $3923t 2.74%, $7115jp 2.74%, $4587t 2.74%, stocks 2.74%, money XXXX%

Top accounts mentioned or mentioned by @thescepticalre1 @willschoebs @mikefritzell @basteph_ @dcurras1 @jamiehalse @sweetstocksblog @travislundyasia @bauhiniacapital @slowlearnerr @himichaelhe @ngreig2 @billypasdemates @mjbaldbard @alphaexponent @avgcapital @cj0pp3l @mrhaeschen @bizalmanac @valueinvestjpn

Top assets mentioned Alphabet Inc Class A (GOOGL) Kroger Co (KR) BJ's Wholesale Club Holdings, Inc. (BJ) Costco Hot Dog (COST) Costco Wholesale Corporation (COST) Walmart, Inc. (WMT) HORIZON KINETICS HOLDING (HKHC) Intuit Inc. (INTU) Watsco, Inc. (WSO) Lennox International, Inc. (LII) Carnomaly (CARR) Aaon Inc (AAON) Hershey Co (HSY) GLOBANT S.A. (GLOB)

Top Social Posts #

Top posts by engagements in the last XX hours

"@avgcapital @CJ0pp3l They had a JV with hikari tsushin which they wound down. ML has previously sighted cultural barriers/challenges. Though they seem to be looking for a new partner and M&A is becoming more widely accepted"
@InvestInJapan Avatar @InvestInJapan on X 2025-02-18 14:34:10 UTC 8856 followers, XXX engagements

"@dcurras1 I like Rakus Gold standard for JP SaaS IMO i should write abt it at some point but too many small shitcos at bery attractive valuations 😅"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-22 11:59:01 UTC 8856 followers, XX engagements

"Lasertec $6920.JP Manufacturer of photomask inspection systems confocal laser microscopes and LCP inspection systems Related: TSMC $2330.T Carl Zeiss $AFX.DE ASML $ASML"
@InvestInJapan Avatar @InvestInJapan on X 2023-06-23 15:35:15 UTC 8857 followers, XXX engagements

"One fund I check frequently for smid cap ideas is the SBI Small Monsters fund. Top XX As of September XX 2024 X. Gunze X. Union tool X. Daiei Kankyo X. Genda X. Peptidream X. MODEC X. Lintec X. Tamron X. FFRI Security XX. Nohmi Bosai"
@InvestInJapan Avatar @InvestInJapan on X 2024-10-23 18:38:45 UTC 8856 followers, 12.6K engagements

"@bizalmanac I got similar feedback from fund managers on why they dont own Hikari Tsushin"
@InvestInJapan Avatar @InvestInJapan on X 2025-05-01 18:31:03 UTC 8856 followers, XXX engagements

"New write up is now live on the stack I discuss an underfollowed microcap in which I think has a ton of potential despite how it's valued. If you like businesses like WW Grainger ($GGW) this might be for you. This is my first go at a paid post. I wasnt originally planning on it but also didnt plan to have several kind paid subs from day X whom Id like to give back to So Ive saved a portion of it for them but the open text should provide quite a bit of info 😊 Thank you for your understanding. Happy reading and happy hunting. Summary thread to follow #madeinjapan"
@InvestInJapan Avatar @InvestInJapan on X 2024-04-08 15:50:01 UTC 8857 followers, 30.4K engagements

"@JamieHalse Indeed they stand out and def net positive on their valuation whether investors appreciate or not"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-24 12:00:31 UTC 8853 followers, XXX engagements

"Also just noticed google mistranslated the more shares you hold the more likely they are going to buy back your shares"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-27 03:53:16 UTC 8856 followers, XXX engagements

"@willschoebs This is literally an upsell tho lol and CYND is only doing the software component"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-22 03:17:07 UTC 8855 followers, XXX engagements

"Headed to KL soon Any interesting places to see/do Or anyone to meet Most importantly looking for under the radar food recs Thanks in advance 🙏"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-22 12:20:55 UTC 8857 followers, 5774 engagements

"The good folks of Varecs really nailed this one. Vertex Corp $5290.JP they make concrete products Solid margin expansion Margin improvement mainly came from Product portfolio rationalisation. Also abit of buybacks but the amazing thing is that revenues didn't even grow that much in this period. Also traded at 0.5x Book X years ago so that helps lol Guess they also have solid tailwinds from updating aging infra in Japan + seems hungry for M&A. . 14x P/E and 6x EBITDA"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-25 09:19:54 UTC 8855 followers, 2508 engagements

"Profiled a new one Almost deep value territory this time. Medikit $7749.JP💉 -Leader in medical consumables -high margin biz -Global opp -Product launches as a catalyst () Becoming a med device company () -Big share buybacks/cancellations -0.85x P/B Up next:Hikari Tsushin"
@InvestInJapan Avatar @InvestInJapan on X 2025-03-10 13:08:35 UTC 8856 followers, 7948 engagements

"By far my laziest idea. Some reasons I thought this Jocky bet $5592.JP was interesting 🧵 - Network Effects - Scale Benefits - Shareholder value+ IRR Focus - Disciplined M&A for Healthcare Software = Potential $CSU like strategy - 20%+ Earnings growth projected but this could be sandbagging"
@InvestInJapan Avatar @InvestInJapan on X 2025-06-30 13:59:21 UTC 8856 followers, 6676 engagements

"Hikari Tsushin $9435.JP is really one of a kind. No surprise there's some interest from foreign investors. They just reported again and mentions their pre-tax IRR on their investment book was XX% IRR over X years"
@InvestInJapan Avatar @InvestInJapan on X 2024-08-13 11:36:28 UTC 8856 followers, 8533 engagements

"For all the negative stigma around 'story stocks' man I wish some of these Japanese companies could tell better stories. Some great bizes but CEO gives a dry explanation and just repeats whats written on the slide deck - so bad that I think it down right turns investors off. Story telling is one of the oldest form of communication and its remained relevant for a reason"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-24 05:06:19 UTC 8856 followers, 4105 engagements

"Damn despite the rise Harima B Stem. $9780.JP looks so cheap. 8x P/E 0.8x P/B and 2x EBITDA 😅 Biz does building management and maintenance solutions. Love this type of typical boring but contractually recurring biz. Slow growth but margin steadily expanding - and seems like more is coming. They've been consistent with this growth/margin dynamic yet. been a 4x stock since 2015. and of course. Hikari already owns lol"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-11 13:33:00 UTC 8856 followers, 6040 engagements

"Freee could generate profits later but what happens if they dont and when is it going to inflect I dont have any insights or convictions around there but the profit later mentality cant work like in the US partly because you cant just cut your workforce by XX% to improve margins in Japan. Labour laws are way tighter. So if you get the unit econs wrong true profitability can come in way lower. with Rakus as a stock valuation is tricky for sure. i think digitalisation in SME continues to be a large opp though and further opportunity could lie outside thinking of rakus in simply the confines of"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-24 09:47:58 UTC 8856 followers, XX engagements

"@himichaelhe @bill_fw @MikeFritzell Thanks for the mention You can find part X on Hikari here free to read"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-19 05:09:21 UTC 8856 followers, XXX engagements

"A thing I learnt Hikari Tsushin $9435.JP does that I find ingenious. 🧠👇 Create a firm that hires ppl aged XX and older (near/past retirement age) who have significant sales experience. No one else hires them just because they're too old so can only get jobs as security guards etc. But many are ex-management level Many don't do it for the money and just want to keep busy. So Hikari hires them for X days a week to do sales for a small salary. The most valuable part These people have a massive Rolodex and relationships that can be turned into customers for Hikari. They'll have former"
@InvestInJapan Avatar @InvestInJapan on X 2025-05-28 09:38:48 UTC 8856 followers, 15.9K engagements

"Kiyohara basks in counterintuitive thinking. Loved this take on illiquidity risk. Funnily Hikari $9435.JP does something similar although less intentionally"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-27 03:45:28 UTC 8856 followers, 1529 engagements

"Japan's small Caps has seen some strength this year so far but now with the tariff issue behind us won't be surprised if we some flows back to large caps which are relatively more export driven. Hope I'm wrong It was good while it lasted 🥲"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-25 10:02:51 UTC 8856 followers, 1440 engagements

"@MikeFritzell Yeah but also meant for things like retail chains doing maybe XXX% and expands to X% in less than X years. that alone could drive 100%+ earnings growth kobe bussan $3038.JP did pretty much just that in addition to solid topline growth"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-26 10:42:10 UTC 8856 followers, XXX engagements

"Wonder when this will get bought out. Heian Ceremony: Funeral Services P/E: 10.7x EV/EBITDA: 0.46x P/B: 0.47x Has seen no growth the last XX years. Funny how Hikari Tsushin which invests in recurring revenue models are owners"
@InvestInJapan Avatar @InvestInJapan on X 2024-01-08 15:37:45 UTC 8856 followers, 13.3K engagements

"What's wild to me is that they post up a pre-tax IRR of XX% with a portfolio of XXX stocks. Hikari Tsushin $9435.JP"
@InvestInJapan Avatar @InvestInJapan on X 2025-04-23 16:36:36 UTC 8856 followers, 16.6K engagements

"Part X of "Japan has Multibaggers too" X more examples #madeinjapan 👇🧵 Kobe Bussan $3038.JP Operator of low cost grocery franchise providing high quality food products at low prices Related: Costco $COST Walmart $WMT BJ's Wholesale $BJ Kroger $KR"
@InvestInJapan Avatar @InvestInJapan on X 2023-06-23 15:35:12 UTC 8857 followers, 26.5K engagements

"I think in terms of R&D its always more difficult to make direct comparisons esp given different vertical/usecase. Each co books this stuff differently and the issue is just because you spend more R&D doesnt mean youre more innovative. absolute $ value does not mean $ ROi/effectiveness. As can be seen by MF which i think is launching an array of products which arent great either. (And now apparently ValueAct owns 5%) Whereas Rakus may have products that are more mature but enough traction and profitability. Financially they are much more ROI focused and inherently conservative. One component"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-24 08:09:55 UTC 8856 followers, XXX engagements

"Omg this was a thing in the Apple TV series Your friends & neighbours 😂 Great series btw. John Hamm plays a hilarious Hedge fund guy and its also an unexpectedly introspective show on what successactually is. Im nowhere near this but Ive been fortunate enough to witness it through others and some parts are spot on"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-18 08:08:57 UTC 8853 followers, 4905 engagements

"Only just noticed but Horizon Kinetics quietly launched a Japan Owner Operator ETF this month Some are ones I follow closely I like: JES KeePer Finatext Hikari Tushin Pan Pacific International Kotobuki Spirits Certainly other interesting ones too"
@InvestInJapan Avatar @InvestInJapan on X 2025-05-26 10:52:26 UTC 8857 followers, 15.4K engagements

"Firstly this biz is a Hikari Tsushin Subsidiary $9435.JP but way more focused in the medical field specifically for Digitalisation"
@InvestInJapan Avatar @InvestInJapan on X 2025-06-30 13:59:21 UTC 8856 followers, XXX engagements

"After some of the developments in governance and the overall mindset on take privates in recent months I'm starting to wonder if this will also get taken private by parentco. Unnecessary to be listed (its costly) it's small and illiquid. And of course Hikari Tsushin also owns this. 😅"
@InvestInJapan Avatar @InvestInJapan on X 2025-03-21 04:52:09 UTC 8856 followers, 2971 engagements

"Alpha Purchase $7115.JP 🔩⚙had a presentation last week. For this size company I thought their IR was extremely good. A new nuance was that prior they were communicating to market that they were expecting margin expansion/inflection when revenue hits 100b in 2029. They admitted they were wrong here and the margin expansion is already starting to happen i.e. way in advance. Partly thanks to their new recommendation engine that helps customers find suppliers that provide the same product for cheaper. This negatively impacts revenue for AP but positive for margins/earnings. Although they didn't"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-14 08:43:04 UTC 8856 followers, 2349 engagements

"Some insightful pushback on Rakus $3923.JP👇"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-24 08:04:30 UTC 8857 followers, 3864 engagements

"Spotted in Singapore. Tokyo Milk Cheese Factory which is one of the main brands that Kotobuki Spirits $2222.JP owns. Wonder if the difference in gifting culture in vs creates friction for the brand"
@InvestInJapan Avatar @InvestInJapan on X 2024-07-15 09:10:59 UTC 8856 followers, 4027 engagements

"I mean its every PMs dream for freee to become the Japanese Intuit but im not sure. Its way too early to say that and accounting/basicallly ERP has large incumbent players already. And in the end you can be recurring all you want but so long as profitability is doubted. (And i really dont know for freee they might as well at some point) but point being that it can be mission critical all it wants but it wont mean much until it can really generate cash I also frame Rakus differently they started with expense management then invoicing and the true value of Rakus IMO is their ability to develop"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-24 09:27:14 UTC 8856 followers, XX engagements

"Winners just keep on winning. The "other" elevator company $6226.JP Still don't own ☠"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-14 16:03:38 UTC 8854 followers, 9623 engagements

"Daikin $6367.JP Leading Air Conditioning manufacturer in the world for Residential and Industrial Use. Comparables: $CARR $LII $AAON $WSO"
@InvestInJapan Avatar @InvestInJapan on X 2023-05-17 13:55:35 UTC 8856 followers, 1012 engagements

"Kotobuki Spirits $2222.JP Producer of snacks and confectionaries. Peers: Lotus Bakeries $LOTB Nestle $NESN Hershey $HSY"
@InvestInJapan Avatar @InvestInJapan on X 2023-06-23 15:35:16 UTC 8856 followers, 1274 engagements

"Wow what a cool invention Lixil $5938.JP came out with a storable bath tub made out of cloth. Not sure when ill ever need it but I want one 😂"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-19 11:36:14 UTC 8857 followers, 3699 engagements

"Although most Japanese wont be surprised $ATD.TO walks away from Japanese Kombini Weird how quiet its been on this news"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-17 06:32:50 UTC 8855 followers, 3408 engagements

"@The_Pro_Invest This is totally dependent on situation but ideally prefer an operating leverage scenario where the margin expansion implies the business is scaling vs a cost cust restructuring type thing"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-26 10:43:28 UTC 8856 followers, XX engagements

"Another Fund with potentially interesting names in Hennesy Japan Small Cap fund This fund also owns Peptidream $4587.JP 👀👀👀 Might need to take a closer look"
@InvestInJapan Avatar @InvestInJapan on X 2024-11-27 08:42:10 UTC 8856 followers, 4809 engagements

"More IT Services worth studying: $3774.JP Internet Initiative Japan $4307.JP Nomura Research Institute $3626.JP TIS $4739.JP Itochu Techno $6028.JP Technopro All multibaggers. Provides crucial systems to corporates making them sticky clients. IT spend will accelerate"
@InvestInJapan Avatar @InvestInJapan on X 2023-05-21 10:11:38 UTC 8856 followers, 4325 engagements

"He also offers an interesting idea in NHK Spring $5991.JP which is a 'hidden' AI play trading at 8.8x PE 4.6x EBITDA and PB of X. Think of it as a 'pick and shovels of a pick and shovels play.' NHK spring has mainly been known for spring products used in the Automotive Sector. However today XX% of profits come from near-line HDD memory-related Disk Drive Suspension (DDS) and XX% if include Semiconductor + non auto components. HDD springs have WAY higher margins. What's interesting is that they're the market leader in making these suspenders for HDD memory - which remain highly relevant for"
@InvestInJapan Avatar @InvestInJapan on X 2025-01-21 10:31:44 UTC 8856 followers, 12.9K engagements

"@Ngreig2 @Invesquotes Thanks im pretty agnostic but atm I think small caps offer more interesting opps. that said Ive been writing about Hikari Tsushin recently for example which is larger"
@InvestInJapan Avatar @InvestInJapan on X 2025-04-26 21:35:01 UTC 8856 followers, XXX engagements

"🫶 JEH $5889.JP international expansion continues new entity set up in Taiwan Hoping they start disclosing SSS growth again which it sounded like they might. Theyve been responsive to investor demands. If they continue to grow mid teens over MT 13x P/E at X% dividend yield sounds asymmetric to me. Disc: I still own"
@InvestInJapan Avatar @InvestInJapan on X 2025-07-24 07:24:44 UTC 8856 followers, 11K engagements