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[@InvestInJapan](/creator/twitter/InvestInJapan)
"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) [@InvestInJapan](/creator/x/InvestInJapan) 2024-10-23T18:38Z 9329 followers, 12.8K engagements


"Friends at Forager recently did a podcast on Japan which covers some themes I really like - no coincidence as we both see value in growth cos. Highly recommended listen. There's at least one company my paid subscribers will recognise. 😂"  
[X Link](https://x.com/InvestInJapan/status/1977573656361607516) [@InvestInJapan](/creator/x/InvestInJapan) 2025-10-13T03:14Z 9329 followers, 4232 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) [@InvestInJapan](/creator/x/InvestInJapan) 2025-10-17T04:55Z 9329 followers, 32.7K engagements


"Top Made in Japan Multibaggers since '89 Zensho: 236x Lasterec: 171x LineYahoo: 116x Fast retailing: 112x Pan Pacific International: 78x Nitori: 76x Cyber Agent: 59x Keyence: 58x Harmonic Drive Systems: 57x Disco: 53x Adastria: 52x MonotaRO: 52x Kobe Bussan: 51x CTS: 46x Systena: 45x Rorze: 45x Takeuchi mfg: 44x Monogatari Corp: 43x Tokyo Electron: 41x Transaction: 40x"  
[X Link](https://x.com/InvestInJapan/status/1761316166994198711) [@InvestInJapan](/creator/x/InvestInJapan) 2024-02-24T09:04Z 9327 followers, 16.4K 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) [@InvestInJapan](/creator/x/InvestInJapan) 2024-08-13T11:36Z 9327 followers, 8592 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"  
[X Link](https://x.com/InvestInJapan/status/1899084973681893740) [@InvestInJapan](/creator/x/InvestInJapan) 2025-03-10T13:08Z 9327 followers, 8036 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"  
[X Link](https://x.com/InvestInJapan/status/1926954575900098680) [@InvestInJapan](/creator/x/InvestInJapan) 2025-05-26T10:52Z 9330 followers, 15.5K 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) [@InvestInJapan](/creator/x/InvestInJapan) 2025-06-30T13:59Z 9327 followers, 6811 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) [@InvestInJapan](/creator/x/InvestInJapan) 2025-06-30T13:59Z 9327 followers, XXX engagements


"One evolution (or devolution) I've had as an investor is that I used to get excited about businesses that have obviously high margins. Now I'm intrigued by businesses that have low margins but could have high margins in the future"  
[X Link](https://x.com/InvestInJapan/status/1948968198319341812) [@InvestInJapan](/creator/x/InvestInJapan) 2025-07-26T04:46Z 9328 followers, 8947 engagements


"This was a great read from Horizon Kinetic's recent letter. HIghlighting the differences in culture of Entrepreneurship in Japan the structural reasons for the lack thereof owner operators and the unique opportunity set for those looking to start a business in Japan. They also highlight a fantastic business in the end called Japan Elevator Services $6544.JP an elevator maintenance roll up which is still run by it's founder. I've always loved his story of how he used to work at a large competitor hated how they did things so started his own business which is now bigger than them h/t"  
[X Link](https://x.com/InvestInJapan/status/1955580973187567748) [@InvestInJapan](/creator/x/InvestInJapan) 2025-08-13T10:43Z 9330 followers, 24.5K engagements


"Interesting that Hikari Tsushin has been buying more Hotel reservation SaaS Temairazu $2477.JP. Wonder if theyll start buying its cousin CYND $4256.JP at some point too 😆 Possibly havent as they look for history of profitability and CYNDs accounting earnings have been low. P/S and P/B look cheaper but not on P/E or EBIT multiples"  
[X Link](https://x.com/InvestInJapan/status/1959418447814971514) [@InvestInJapan](/creator/x/InvestInJapan) 2025-08-24T00:52Z 9330 followers, 8420 engagements


"This is an interesting tell when KKR forms an SPC to take a Japanese company private. They incorporate these under initials of the company name. For e.g. FK being fuji soft TK being Topcon HTSK being hitachi transport system. They filed HMH group and people are guessing its Hogy Medical $3593.JP So fascinating. So many games to be played in the Japanese market"  
[X Link](https://x.com/InvestInJapan/status/1960630261030510790) [@InvestInJapan](/creator/x/InvestInJapan) 2025-08-27T09:07Z 9326 followers, 9718 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) [@InvestInJapan](/creator/x/InvestInJapan) 2025-09-07T03:36Z 9328 followers, 10.6K engagements


"Wrote about this one last year too when I covered the Japanese logistics industry. interesting biz you can think of as a mini Manhattan Associates $MANH The key here comes down purely to execution if they can hire/train enough engineers to scale effectively. Still believe this can get bought out as its a parent child listing"  
[X Link](https://x.com/InvestInJapan/status/1964573211187957813) [@InvestInJapan](/creator/x/InvestInJapan) 2025-09-07T06:15Z 9330 followers, 7266 engagements


"The extremely studious Japan fintwit crowd is speculating Imura-sans engagement fund Kaihous no.9 holding is KNT-CT $9726.JP. Not familiar with the stock but it checks out. 6x P/E 0.8x PBR with 70b worth lent out to Kintetsu group 😂"  
[X Link](https://x.com/InvestInJapan/status/1965313877572505909) [@InvestInJapan](/creator/x/InvestInJapan) 2025-09-09T07:18Z 9326 followers, 3796 engagements


"Sorry its a little hard to see but this entire line was people waiting to go into Pop Mart in Harajuku. $9992.HK"  
[X Link](https://x.com/InvestInJapan/status/1968503422891819245) [@InvestInJapan](/creator/x/InvestInJapan) 2025-09-18T02:32Z 9323 followers, 5142 engagements


"$5592.JP shares yesterday that Kusuri no Aoki will now make some stores available on the Pharmacy Portal. This shows that even major chains would join the platform so the flywheel is kicking in. Though note it's only for XX stores Aoki has 1000+ stores so sounds more like a gradual roll out. Stock has been on a tear in the last few months but don't think it's expensive given the growth"  
[X Link](https://x.com/InvestInJapan/status/1971467415294021863) [@InvestInJapan](/creator/x/InvestInJapan) 2025-09-26T06:50Z 9330 followers, 3114 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) [@InvestInJapan](/creator/x/InvestInJapan) 2025-09-29T01:26Z 9327 followers, 10.7K engagements


"I love learning about these real life experiences of being a Keyence $6961.JP customer definitely fleshes out their intangible strengths"  
[X Link](https://x.com/InvestInJapan/status/1972875713742307358) [@InvestInJapan](/creator/x/InvestInJapan) 2025-09-30T04:06Z 9326 followers, 3029 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) [@InvestInJapan](/creator/x/InvestInJapan) 2025-10-03T03:23Z 9325 followers, 3340 engagements


"Wow Mercari exits their Spot work biz despite their strong growth. I think it reflects how difficult it is the crack the spot work market with Timee in the lead. Sounds like a positive for timee $215A.JP"  
[X Link](https://x.com/InvestInJapan/status/1978001872524099672) [@InvestInJapan](/creator/x/InvestInJapan) 2025-10-14T07:36Z 9330 followers, 7985 engagements


"Especially in Japan this is difficult to do Japanese Enterprises are some of the most difficult customers with so much red tape. Hence why Ive been so bullish these saas/solution providers with an enterprise customer base. Its absurd to me some even trade at single digit EBITDA multiples yet growing double digits"  
[X Link](https://x.com/InvestInJapan/status/1978679090367590443) [@InvestInJapan](/creator/x/InvestInJapan) 2025-10-16T04:27Z 9326 followers, 4618 engagements


"SHOHEI. OHTANI"  
[X Link](https://x.com/InvestInJapan/status/1979528928562950506) [@InvestInJapan](/creator/x/InvestInJapan) 2025-10-18T12:44Z 9329 followers, 2717 engagements