KonichiValue
@konichivalue.com
I'm your insider to the world's most underrated market, writing on Japan's economy and the top value stocks to own.
@reckless.bsky.social leaves @theverge.com's The Vergecast and day 1 we get the worst episode in its history... First 25 min they talked about feeling uncomfortable in the Samsung event, and not a single mention of the tech! I'm done... After 10+ years, this podcast is dead to me
July 11, 2025 at 10:38 AM
@reckless.bsky.social leaves @theverge.com's The Vergecast and day 1 we get the worst episode in its history... First 25 min they talked about feeling uncomfortable in the Samsung event, and not a single mention of the tech! I'm done... After 10+ years, this podcast is dead to me
Stripe just froze my billing after a rogue user sent a bust of dispute requests. ATM, nobody can upgrade to become a paid KonichiValue member...
To thank you for sticking around, I’m unlocking this week’s deep dive: konichivalue.com/p/the-most-o...
Read it free and share if you enjoy!
To thank you for sticking around, I’m unlocking this week’s deep dive: konichivalue.com/p/the-most-o...
Read it free and share if you enjoy!
The Most Obvious Stocks to Own in Japan
These Japanese stocks are so obviously strong and easy to understand that you barely think about them - But when you do, you realize how stupid you've been for not owning them
www.konichivalue.com
June 27, 2025 at 9:13 AM
Stripe just froze my billing after a rogue user sent a bust of dispute requests. ATM, nobody can upgrade to become a paid KonichiValue member...
To thank you for sticking around, I’m unlocking this week’s deep dive: konichivalue.com/p/the-most-o...
Read it free and share if you enjoy!
To thank you for sticking around, I’m unlocking this week’s deep dive: konichivalue.com/p/the-most-o...
Read it free and share if you enjoy!
Ryo Tatsuki, the manga artist who predicted the 2011 Fukushima Earthquake, has a chilling prophecy for July 5th, 2025: a mega-earthquake that would devastate Tokyo. This is what would happen if her predictions came true: www.konichivalue.com/p/what-if-a-...
What If a Mega Earthquake Struck Tokyo on July 5, 2025?
A manga artist who correctly predicted the Fukushima 2011 earthquake now warns that in July 5, 2025, a mega-quake will hit Tokyo
www.konichivalue.com
June 20, 2025 at 4:21 AM
Ryo Tatsuki, the manga artist who predicted the 2011 Fukushima Earthquake, has a chilling prophecy for July 5th, 2025: a mega-earthquake that would devastate Tokyo. This is what would happen if her predictions came true: www.konichivalue.com/p/what-if-a-...
People love blaming religion for all problems, but without it, civilization wouldn't exist. How else do you get millions of unrelated starving people to cooperate, not kill each other, and work toward a common goal? Religion was past surveillance, and worked! Today, we have CCTV and authoritarianism
May 14, 2025 at 10:33 PM
People love blaming religion for all problems, but without it, civilization wouldn't exist. How else do you get millions of unrelated starving people to cooperate, not kill each other, and work toward a common goal? Religion was past surveillance, and worked! Today, we have CCTV and authoritarianism
This might be the article I’ve worked hardest on all year, because my trip to Mongolia was one of the most fascinating experiences of my life. I put my whole heart into writing it. Hope you enjoy this free Sunday read:
www.konichivalue.com/p/mongolia-t...
www.konichivalue.com/p/mongolia-t...
Mongolia: The Land of Dunes, Diplomacy, and a Fragile Democracy
My journey to Mongolia: An infant democracy wedged between giants, where K-pop blasts from crumbling Soviet blocks and dusty Toyotas glide across surreal dunes and endless steppes
www.konichivalue.com
May 11, 2025 at 2:51 AM
This might be the article I’ve worked hardest on all year, because my trip to Mongolia was one of the most fascinating experiences of my life. I put my whole heart into writing it. Hope you enjoy this free Sunday read:
www.konichivalue.com/p/mongolia-t...
www.konichivalue.com/p/mongolia-t...
This is my unpolished and bold take: Trump’s massive tariffs just wrecked Japan and China; and the pressure might just throw them into each other’s arms.
Frenemies no more? 👇
www.konichivalue.com/p/frenemies-...
Frenemies no more? 👇
www.konichivalue.com/p/frenemies-...
Frenemies No More? How Trump’s Tariffs Might Push China and Japan Into Each Other’s Arms
This article is fresh off the presses, just like the "Liberation Day" tariffs unleashed by President Trump on April 2, 2025.
www.konichivalue.com
April 4, 2025 at 1:41 AM
This is my unpolished and bold take: Trump’s massive tariffs just wrecked Japan and China; and the pressure might just throw them into each other’s arms.
Frenemies no more? 👇
www.konichivalue.com/p/frenemies-...
Frenemies no more? 👇
www.konichivalue.com/p/frenemies-...
🍜 Ramen was just ranked Japan’s No.1 tourist export! But can these noodle stocks deliver tasty profits? www.konichivalue.com/p/investing-...
Investing in Ramen Stocks? Gift Holdings (9279.T) vs. Hiday Hidaka (7611.T)
Which Japanese ramen giant serves tastier returns?
www.konichivalue.com
March 21, 2025 at 1:39 AM
🍜 Ramen was just ranked Japan’s No.1 tourist export! But can these noodle stocks deliver tasty profits? www.konichivalue.com/p/investing-...
The biggest failsafe for an anti-immigration party is that when their policies inevitably fail to revitalize the economy, they can just claim they weren’t allowed to be "tough enough" on immigrants
March 20, 2025 at 4:00 AM
The biggest failsafe for an anti-immigration party is that when their policies inevitably fail to revitalize the economy, they can just claim they weren’t allowed to be "tough enough" on immigrants
Who’s the true king of airlines for value investors in Asia? 👑✈️
In my latest stock analysis, I pit ANA (9202.T), JAL (9201.T), and Singapore Airlines (C6L.SI) against each other in a battle of valuation, efficiency, and profitability www.konichivalue.com/p/ana-holdin...
In my latest stock analysis, I pit ANA (9202.T), JAL (9201.T), and Singapore Airlines (C6L.SI) against each other in a battle of valuation, efficiency, and profitability www.konichivalue.com/p/ana-holdin...
ANA Holdings (9202.T): At P/E 10x, Bargain Opportunity or Value Trap?
"The quickest way to become a millionaire is to start as a billionaire and buy an airline." - Warren Buffett.
www.konichivalue.com
March 14, 2025 at 2:22 AM
Who’s the true king of airlines for value investors in Asia? 👑✈️
In my latest stock analysis, I pit ANA (9202.T), JAL (9201.T), and Singapore Airlines (C6L.SI) against each other in a battle of valuation, efficiency, and profitability www.konichivalue.com/p/ana-holdin...
In my latest stock analysis, I pit ANA (9202.T), JAL (9201.T), and Singapore Airlines (C6L.SI) against each other in a battle of valuation, efficiency, and profitability www.konichivalue.com/p/ana-holdin...
I’ve always been fascinated by Japan’s vending machine obsession. Where else can you grab hot ramen, fresh eggs, or even a tiny shrine at 2 AM? Here’s how vending machines took over Japan: youtu.be/pkDk9ToyIP4
How Vending Machines Conquered Japan
YouTube video by KonichiValue Japan
youtu.be
March 13, 2025 at 9:20 PM
I’ve always been fascinated by Japan’s vending machine obsession. Where else can you grab hot ramen, fresh eggs, or even a tiny shrine at 2 AM? Here’s how vending machines took over Japan: youtu.be/pkDk9ToyIP4
My latest investment is a value investor's wet drea: www.konichivalue.com/p/sumitomo-f...
Sumitomo Forestry (1911): At P/E 8x, What is the Catch?
A closer look at the forest-rich construction giant and the factors behind its enticing valuation.
www.konichivalue.com
March 7, 2025 at 8:22 AM
My latest investment is a value investor's wet drea: www.konichivalue.com/p/sumitomo-f...
Is China just speedrunning Japan's economic rise and fall?
✅ Grew twice as fast in half the time
✅ Massive property bubble popped
✅ Shifted from imitator to innovator (EVs, tech)
✅ People now disillusioned with perpetual growth and focus on culture (Ne Zha 2 is awesome!)
✅ Grew twice as fast in half the time
✅ Massive property bubble popped
✅ Shifted from imitator to innovator (EVs, tech)
✅ People now disillusioned with perpetual growth and focus on culture (Ne Zha 2 is awesome!)
March 7, 2025 at 4:13 AM
Is China just speedrunning Japan's economic rise and fall?
✅ Grew twice as fast in half the time
✅ Massive property bubble popped
✅ Shifted from imitator to innovator (EVs, tech)
✅ People now disillusioned with perpetual growth and focus on culture (Ne Zha 2 is awesome!)
✅ Grew twice as fast in half the time
✅ Massive property bubble popped
✅ Shifted from imitator to innovator (EVs, tech)
✅ People now disillusioned with perpetual growth and focus on culture (Ne Zha 2 is awesome!)
If you're waiting for the real estate bubble to burst so you can finally afford to buy a home, remember this legendary quote from You Don't Mess with the Zohan: "They've been fighting for over 2000 years, how much longer can it be?"
February 27, 2025 at 11:28 AM
If you're waiting for the real estate bubble to burst so you can finally afford to buy a home, remember this legendary quote from You Don't Mess with the Zohan: "They've been fighting for over 2000 years, how much longer can it be?"
I’ve been wanting to write this piece for so long! This is my article on why Japan and Sweden are actually very similar, and why the two nations went completely different trajectories in economic success when their very similar financial bubbles burst: www.konichivalue.com/p/japans-bub...
Japan’s Bubble-Burst: Why Sweden Recovered and Japan Didn’t
Disclaimer: This article reflects my personal experiences as someone born in Japan and raised in Sweden.
www.konichivalue.com
February 14, 2025 at 7:40 AM
I’ve been wanting to write this piece for so long! This is my article on why Japan and Sweden are actually very similar, and why the two nations went completely different trajectories in economic success when their very similar financial bubbles burst: www.konichivalue.com/p/japans-bub...
If you’re curious about my thoughts on Nissan and Honda: Honda is a fighter, built to survive the Chinese EV wave. Nissan is a masterclass in everything wrong with traditional Japanese leadership. Honestly, the best thing from Nissan lately is this: youtu.be/iGbeZNqklic?...
February 11, 2025 at 2:41 AM
If you’re curious about my thoughts on Nissan and Honda: Honda is a fighter, built to survive the Chinese EV wave. Nissan is a masterclass in everything wrong with traditional Japanese leadership. Honestly, the best thing from Nissan lately is this: youtu.be/iGbeZNqklic?...
I’ve finally found a boring, overlooked stock that might become the next Itochu or Tokyo Electron. Its fundamentals are off the charts and assets are underrated, yet it’s just now catching investor attention: www.konichivalue.com/p/morita-645...
www.konichivalue.com
February 4, 2025 at 3:48 AM
I’ve finally found a boring, overlooked stock that might become the next Itochu or Tokyo Electron. Its fundamentals are off the charts and assets are underrated, yet it’s just now catching investor attention: www.konichivalue.com/p/morita-645...
With US giants like Boston Dynamics and China’s industrial rise, it’s easy to think Japan’s robotic dominance is over. Yet, Japan is still the world's largest robot maker, and as AI turns to robotics, could their moment finally be here? www.konichivalue.com/p/nvidias-ne...
Nvidia’s next big bet is Robotics: Will Japan lead that revolution?
Japan might have lost the first war of AI, but when it comes to robotics, no one has managed to outpace their expertise.
www.konichivalue.com
January 21, 2025 at 1:53 AM
With US giants like Boston Dynamics and China’s industrial rise, it’s easy to think Japan’s robotic dominance is over. Yet, Japan is still the world's largest robot maker, and as AI turns to robotics, could their moment finally be here? www.konichivalue.com/p/nvidias-ne...
How do we STILL fall for the same dumb cycle?! Every 20 years, it's: 'Oh, that developing country carmakers are a joke, they'll never compete!' Fast-forward 10 years: 'OMG, they’re killing us! Quick, government bailouts!' 🚨 How do these geniuses not see the obvious?
a man in a purple sweatshirt is cutting limes on a cutting board .
ALT: a man in a purple sweatshirt is cutting limes on a cutting board .
media.tenor.com
January 18, 2025 at 11:16 PM
How do we STILL fall for the same dumb cycle?! Every 20 years, it's: 'Oh, that developing country carmakers are a joke, they'll never compete!' Fast-forward 10 years: 'OMG, they’re killing us! Quick, government bailouts!' 🚨 How do these geniuses not see the obvious?
How to know if someone is senior at a consulting firm:
- Quite senior = MacBook
- Ultra senior = iPad
- Intern = Dell Latitude 5470
- Quite senior = MacBook
- Ultra senior = iPad
- Intern = Dell Latitude 5470
January 9, 2025 at 1:09 AM
How to know if someone is senior at a consulting firm:
- Quite senior = MacBook
- Ultra senior = iPad
- Intern = Dell Latitude 5470
- Quite senior = MacBook
- Ultra senior = iPad
- Intern = Dell Latitude 5470
Childbirth in Japan isn’t covered by health insurance, it’s considered an elective procedure like plastic surgery 🤯. Meanwhile, the government thinks AI matchmaking will boost birth rates, while parents are stuck paying up to $80k just to have a baby
January 8, 2025 at 4:15 AM
Childbirth in Japan isn’t covered by health insurance, it’s considered an elective procedure like plastic surgery 🤯. Meanwhile, the government thinks AI matchmaking will boost birth rates, while parents are stuck paying up to $80k just to have a baby
First property crisis, then aging crisis and now debt crisis. Is China just Japan but with less anime?
January 3, 2025 at 4:23 AM
First property crisis, then aging crisis and now debt crisis. Is China just Japan but with less anime?
I'm so tired of debating hot-button politics like Is Trump too old? Is Elon wearing a diaper? or Are world leaders secretly pedophiles? What happened to real debates about tax, infrastructure, public transit, things that are measurable and actually make a difference in our lives?
January 2, 2025 at 5:02 AM
I'm so tired of debating hot-button politics like Is Trump too old? Is Elon wearing a diaper? or Are world leaders secretly pedophiles? What happened to real debates about tax, infrastructure, public transit, things that are measurable and actually make a difference in our lives?
How unbelievably terrible is VW at software?! Seriously?! Over a decade of effort and billions of kroner later, and they still can’t even fart out an infotainment system more advanced than a Nokia 3310?!
December 31, 2024 at 9:40 AM
How unbelievably terrible is VW at software?! Seriously?! Over a decade of effort and billions of kroner later, and they still can’t even fart out an infotainment system more advanced than a Nokia 3310?!
Most don’t believe it, but Japan crushes Europe and the US for skiing: better powder, endless slopes, crazy affordability, and no deadly drives. Just hop a train from Tokyo to Hakuba. Prove me wrong!
www.konichivalue.com/p/off-topic-...
www.konichivalue.com/p/off-topic-...
[Off-Topic] Yes, in Japan, you can take a super-comfy train from central Tokyo straight to the world's best powder skiing
This is not a sponsored segment, I am honestly just that thrilled about this train line!
www.konichivalue.com
December 30, 2024 at 9:45 AM
Most don’t believe it, but Japan crushes Europe and the US for skiing: better powder, endless slopes, crazy affordability, and no deadly drives. Just hop a train from Tokyo to Hakuba. Prove me wrong!
www.konichivalue.com/p/off-topic-...
www.konichivalue.com/p/off-topic-...
Christmas is over, and reality is here again to hit us like a freight train. Here’s what’s happening to the world’s fastest vanishing city: www.youtube.com/watch?v=-I18...
Gone Soon: The World's Fastest Vanishing City
YouTube video by KonichiValue Japan
www.youtube.com
December 26, 2024 at 3:47 AM
Christmas is over, and reality is here again to hit us like a freight train. Here’s what’s happening to the world’s fastest vanishing city: www.youtube.com/watch?v=-I18...