KonichiValue

Also, the takes are now sooo weak...

@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

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

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!

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

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

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

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...

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.

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-...

I generally advice against buying car companies: ultra high fixed costs, low recurring revenue and very sensitive to macroeconomics and recessions...

Investing in Ramen Stocks? Gift Holdings (9279.T) vs. Hiday Hidaka (7611.T) Which Japanese ramen giant serves tastier returns?

🍜 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

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...

YouTube video by KonichiValue Japan How Vending Machines Conquered Japan

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

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.

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!)

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?"

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.

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?...

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...

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.

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...

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 .

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

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

Hopefully Nippon Steel gets some damages for this, and able to save their yennies to be something that's not massively overvalued :)

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!

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?

Huge Volkswagen data leak exposed the locations of 460,000 EV drivers Volkswagen suffered an immense data leak that exposed the locations of 800,000 EV drivers. This information was reportedly accessible for months.

And as a cherry on top of their dodo pile: www.engadget.com/transportati...

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?!

[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!

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-...

Google is just to improve the baby brewing process