Made In Japan | Substack

Kyowa Corp: Is it still cheap at 8.3x P/E, 2.1x EBITDA?

Earnings grew +41% last quarter

May 30 • Made in Japan

Earnings Review May 2026

Part 1 Everything between Deep Value and AI

May 20 • Made in Japan

All systems go: Business transformation accelerating at 10x P/E and 1.3x P/B

Growth at Value Prices

May 11 • Made in Japan

Q1 2026 Review: Some new old ideas

Some additions...revisiting old ideas

Apr 22 • Made in Japan

Important Notice: Subscription prices will change as of April 25

Subscribers before this date will NOT be affected

Apr 15 • Made in Japan

Most Popular

Book Summary: Our Investing Strategy, who does the market smile upon

Mar 26, 2024 • Made in Japan

How to find opportunities in Japan

Oct 15, 2025 • Made in Japan

Book Summary Part 2: "Our Investing Strategy, who does the market smile upon"

Jun 3, 2024 • Made in Japan

Why I think Japanese SaaS is undervalued

Jan 18, 2025 • Made in Japan

Recent posts

Made in Japan Podcast: Launching April 19

Apr 11 • Made in Japan

A Hidden AI Data Center Opportunity

An interesting company riding the Data Center wave in a unique way

Apr 4 • Made in Japan

Ebrains a no brainer?

Late to the party, but critical in key sectors for Japan trading at <4x FCF

Mar 23 • Made in Japan

Japanese Software will be okay: Thoughts (and prayers)

Claude vs Fax Machine

Mar 7 • Made in Japan

How the best Japanese Investors Think

Lessons from the masters

Feb 22 • Made in Japan