KonichiValue
konichivalue.com
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.
Also, the takes are now sooo weak...
July 12, 2025 at 4:44 AM
I generally advice against buying car companies: ultra high fixed costs, low recurring revenue and very sensitive to macroeconomics and recessions...
March 27, 2025 at 11:32 PM
Hopefully Nippon Steel gets some damages for this, and able to save their yennies to be something that's not massively overvalued :)
January 3, 2025 at 2:40 PM
Wow, I had no idea Asahi was this brain dead. The problem with Akiyas is due to people moving out of the countryside. Every country with depopulation has this problem...
The amazing thing with Tokyo is that despite everyone wanting to live here, it's still affordable thanks to massive construction!
January 3, 2025 at 2:38 PM