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# ![@InvestInJapan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1640352557406068737.png) @InvestInJapan Made in Japan 🇯🇵

Made in Japan 🇯🇵 posts on X about japan, $9435t, $2222t, $2222jp the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1640352557406068737/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640352557406068737/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +115%
- X Months XXXXXXX +29%
- X Year XXXXXXXXX +47%

### Mentions: XX [#](/creator/twitter::1640352557406068737/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640352557406068737/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XX +12%
- X Months XXX +1.50%
- X Year XXX +33%

### Followers: XXXXX [#](/creator/twitter::1640352557406068737/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640352557406068737/c:line/m:followers.svg)

- X Week XXXXX +0.32%
- X Month XXXXX +2.20%
- X Months XXXXX +15%
- X Year XXXXX +45%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1640352557406068737/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640352557406068737/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  XXXXX% [finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXXX% [currencies](/list/currencies)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[japan](/topic/japan) #3246, [$9435t](/topic/$9435t) #4, [$2222t](/topic/$2222t) #1, [$2222jp](/topic/$2222jp) #1, [$9435jp](/topic/$9435jp) #1, [ai](/topic/ai) 10.64%, [$5991t](/topic/$5991t) #3, [$5991jp](/topic/$5991jp) #1, [products](/topic/products) 6.38%, [money](/topic/money) XXXX%

**Top accounts mentioned or mentioned by**
[@billackman](/creator/undefined) [@altaycapital](/creator/undefined) [@finphysnerd](/creator/undefined) [@atelicinvest](/creator/undefined) [@cj0pp3l](/creator/undefined) [@berkelkip](/creator/undefined) [@daniel3point0](/creator/undefined) [@positivegamma](/creator/undefined) [@willschoebs](/creator/undefined) [@mlstotts](/creator/undefined) [@cicero85487273](/creator/undefined) [@thateconshow](/creator/undefined) [@yuarecold](/creator/undefined) [@jake___barfield](/creator/undefined)

**Top assets mentioned**
[Stacks (STX)](/topic/$stx) [Costco Wholesale Corporation (COST)](/topic/costco) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Hot Dog (COST)](/topic/$cost) [BJ's Wholesale Club Holdings, Inc. (BJ)](/topic/$bj) [Kroger Co (KR)](/topic/kroger) [Hershey Co (HSY)](/topic/$hsy) [Broadcom, Inc. (AVGO)](/topic/$avgo)
### Top Social Posts
Top posts by engagements in the last XX hours

"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"  
[X Link](https://x.com/InvestInJapan/status/1672267068098457601)  2023-06-23T15:35Z 9703 followers, 26.6K 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"  
[X Link](https://x.com/InvestInJapan/status/1849158537982693738)  2024-10-23T18:38Z 9703 followers, 12.8K 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"  
[X Link](https://x.com/InvestInJapan/status/1861691975327449160)  2024-11-27T08:42Z 9703 followers, 4875 engagements


"Pretty incredible how Toyo Tire ($5105.JP) has done. Quite literally not my wheelhouse but trades at: 4.6x EBITDA 9.8x P/E XX% ROIC"  
[X Link](https://x.com/InvestInJapan/status/1984605608088388076)  2025-11-01T12:57Z 9703 followers, 7602 engagements


"Kotobuki Spirits $2222.JP Producer of snacks and confectionaries. Peers: Lotus Bakeries $LOTB Nestle $NESN Hershey $HSY"  
[X Link](https://x.com/InvestInJapan/status/1672267082862411777)  2023-06-23T15:35Z 9694 followers, 1331 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"  
[X Link](https://x.com/InvestInJapan/status/1823322726377120066)  2024-08-13T11:36Z 9697 followers, 8613 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"  
[X Link](https://x.com/InvestInJapan/status/1881650881705209939)  2025-01-21T10:31Z 9700 followers, 20.8K engagements


"This is a great Data point One of the main 'themes' I'm bullish for Japan is latent Pricing Power. Hence why I like Japan Eyewear Holdings $5889.JP and Kotobuki Spirits $2222.JP. There will be more I think. The other way is to have some kind of structural low-cost advantage"  
[X Link](https://x.com/InvestInJapan/status/1896500181958619302)  2025-03-03T09:57Z 9694 followers, 3398 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"  
[X Link](https://x.com/InvestInJapan/status/1915082388977463441)  2025-04-23T16:36Z 9696 followers, 16.7K 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"  
[X Link](https://x.com/InvestInJapan/status/1927660819803705588)  2025-05-28T09:38Z 9701 followers, 16K 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"  
[X Link](https://x.com/InvestInJapan/status/1939685188017025136)  2025-06-30T13:59Z 9700 followers, 6832 engagements


"Firstly this biz is a Hikari Tsushin Subsidiary $9435.JP but way more focused in the medical field specifically for Digitalisation"  
[X Link](https://x.com/InvestInJapan/status/1939685191238426700)  2025-06-30T13:59Z 9697 followers, XXX engagements


"Last month Hikari Tsushin $9435.JP reported a XXX% ownership along with Zappalas owning XXX% which Hikari has now acquired. I have no horse in this race but we could see some movement here. Parent Softcreate owns XXXXX% and SCSK another 9%. Feels this continues to be a potential target for a take private as it doesn't make much sense to keep it listed at this scale. Trades at a measly 4x EBITDA for a high margin low churn biz. Ironically Softcreate $3371.JP also looks like it could get taken out with both minority ownership from Biprogy $8056.JP and Obic Business Consultants $4733.JP and an"  
[X Link](https://x.com/InvestInJapan/status/1954757789601108113)  2025-08-11T04:12Z 9697 followers, 2778 engagements


"The Hikari Tsushin Jockey bet off to a good start Q1 Results; Revenue: +11% Recurring Revenue +15% EBIT: +65% Net Income: +61% (Before deferred tax assets) Q2/Q3 saw one offs last year so tougher comps but well on track. Good figures across the board. Procurement biz showing improvement too. closed +17.6% today"  
[X Link](https://x.com/InvestInJapan/status/1955919918156931551)  2025-08-14T09:10Z 9700 followers, 11.2K engagements


"An interesting indirect exposure you can get to $STX and nearline HDD in Japan is NHK Spring. $5991.JP. Global Market leader that provide the suspenders in HDDs in a near duopolistic market and seemingly more dominant specifically for near-line/data center focused HDD use case. So key vector here is AI related data center growth but also increasing units of suspenders needed per HDD as industry aims for higher storage density. Their HDD biz is now XX% of earnings growing 20%+ (Sales +30%) yet still trades like an automotive shitco. At 4.8x EBITDA 9.9x P/E and 1x P/B. Have also dine timely"  
[X Link](https://x.com/InvestInJapan/status/1964533103122403434)  2025-09-07T03:36Z 9700 followers, 11.1K engagements


"Hikari Tsushin has been reporting a flurring of X% disclosures on friday for Japanese small caps. They still see opportunity 👀"  
[X Link](https://x.com/InvestInJapan/status/1972473137817436263)  2025-09-29T01:26Z 9701 followers, 10.8K engagements


"Explains the recent strong move up for NHK Spring $5991.JP a critical supplier to all major HDD producers"  
[X Link](https://x.com/InvestInJapan/status/1973952066537304409)  2025-10-03T03:23Z 9700 followers, 3564 engagements


"This is the actual Hikari Tsushin HQ. Been fortunate to visit once and can confirm it looks like an absolute shithole X maintenance capex incurred for the last XX years 😂 Their meeting room tables looks ancient with scratched here and there some parts were fixed with duct tape All that money saved goes to compounding at an IRR of 20%+ 💹"  
[X Link](https://x.com/InvestInJapan/status/1979048656280916364)  2025-10-17T04:55Z 9701 followers, 33.4K engagements


"Positive for NHK Spring $5991.JP"  
[X Link](https://x.com/InvestInJapan/status/1983851308395458864)  2025-10-30T10:59Z 9700 followers, 3361 engagements


"Why I like writing about small Japanese companies 🎌: -Still insanely overlooked/under researched -Probability of growth is higher coming from a small base -Great takeover targets due to governance reform -Shit disclosure but low corruption risk -Some of them have ton of cash that they're starting to return -Ripe for old guards/management to change as they get older -Need to worry less about 'consensus' as there is none -easier to figure out who your incremental buyers are -If you're right the institutional investors will value it much higher at some point -They're like Dennis Rodman"  
[X Link](https://x.com/InvestInJapan/status/1991530215210905722)  2025-11-20T15:32Z 9702 followers, 20.1K engagements


"Been writing a case study for Kotobuki Spirits $2222.JP for my next post. oft seen as the sees 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 appreciate how each employees decisions leads to their pricing power. Positive sum players and very different vs how many Japancos are run. Learning alot"  
[X Link](https://x.com/InvestInJapan/status/1992578084411752645)  2025-11-23T12:56Z 9697 followers, 20.8K engagements


"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 customer service. During Covid their online sales boomed which led to constraints on delivery. XXX orders were being delayed. The company/partner attempted to make a call to every single one. Speaking to the customer directly and try to figure out best solution for each. Not only did the customers appreciate it but"  
[X Link](https://x.com/InvestInJapan/status/1993269738974462284)  2025-11-25T10:45Z 9697 followers, 8514 engagements


"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 Business Consultants (not to be confused with OBIC) Money Forward (now that Value Act is in it. Interesting) Tripla Kanamic Network Hennge Finatext SpiderPlus oRo SystemD F&M ARENT I've written more in depth about: CYND Dream Arts Logizard Atled Property Data Bank Kusurino Madoguchi (more a platform but part of Hikari Tsushin)"  
[X Link](https://x.com/InvestInJapan/status/1993453667404669102)  2025-11-25T22:56Z 9699 followers, 8970 engagements


"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"  
[X Link](https://x.com/InvestInJapan/status/1995794630219313453)  2025-12-02T09:58Z 9696 followers, 2283 engagements


"Might've been wrong about my lack of excitement for Kotobuki Spirits $2222.JP to expand abroad. Seems to have great reviews in all their Singapore outlets. Also probably checking out one store in Singapore that one time is totally not a sensible way to figure out whether it's going well. 😅"  
[X Link](https://x.com/InvestInJapan/status/1997289512750415909)  2025-12-06T12:58Z 9703 followers, 2553 engagements


"@daniel3point0 @BillAckman poor him he just wanted to chill 😅😂"  
[X Link](https://x.com/InvestInJapan/status/1997956460404461918)  2025-12-08T09:08Z 9699 followers, XXX engagements


"Last place I thought Id ever find @BillAckman was a late night Japanese talk show 😂😂 Time to revisit Japan Bill 🤣"  
[X Link](https://x.com/InvestInJapan/status/1997793789390495983)  2025-12-07T22:22Z 9703 followers, 13.5K engagements


"I'm curious that the former CEO of Keyence $6861.JP oft considered a top percentile quality co in became the Chairman of SHIFT $3697.JP. He respects the founder and believes in a huge growth opp maybe larger than Keyence. Perhaps the AI disruption narrative is overdone"  
[X Link](https://x.com/InvestInJapan/status/1998001154224193725)  2025-12-08T12:06Z 9703 followers, 6382 engagements