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![puppyeh1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2841267029.png) Jeremy Raper [@puppyeh1](/creator/twitter/puppyeh1) on x 49K followers
Created: 2025-07-21 23:45:09 UTC

Nice work from @verdadcap quantifying the ongoing opportunity in deep value in SMID Japanese cos. Per the below there are still ~450 cos trading in Japan sub 0.5x P/B (on reported book mind you, often this is v understated), most all of which is sub $300mm mkt cap...

happy hunting :)

![](https://pbs.twimg.com/media/Gwa029AbEAA7y4c.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947442754608615532/c:line.svg)

**Related Topics**
[$300mm](/topic/$300mm)
[japan](/topic/japan)
[cos](/topic/cos)

[Post Link](https://x.com/puppyeh1/status/1947442754608615532)