Asymmetric Opportunities
Investment research. I like companies with dominant positions in niche markets serving critical inputs into massive markets
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Founded | 8 months ago | Last Issue | 3 months ago |
| Active | |||||
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asymmetricopportunities.substack.co...Latest Issues
Seikoh Giken 6834 Update
Q3 Results Crushed It. Guidance Blew Through My Bull Case.
The supply bottleneck is gone. The earnings inflection is here.
In October I published my initial thesis on Seikoh Giken, arguing that consensus implicitly priced in a sharp d...
Nittobo (3110) - we are early
And soon, you will need to pay
Hello friends long time no see. I’ll give an explanation for my recent silence on Substack in the fullness of time, but I’m in Tokyo now and Nittobo is reporting tomorrow.
DISCLAIMER: Funds and individua...
The AI Bubble Debate Is Missing Half the Equation
The axis of debate around the “AI Bubble” issue is almost always revolving around supply: Nvidia GPUs, TSMC fabs, Zuckerberg revealing $600 billion in capex for 2026-2028, Oracle and OpenAI signing mega deals.
But very few people are track...
NHK Spring (TSE: 5991): Mispriced AI Storage Infrastructure Play
Executive Summary
NHK Spring trades at 12.4× consensus EPS despite operating as a duopoly supplier of critical components for AI data center storage infrastructure. The company manufactures precision disk drive suspensions—the mechanica...
The GPU Data Center “Bubble” That Isn’t: Why the Bear Case Doesn’t Add Up
You’ve probably heard the bear case by now: “AI data centers are a cash-burning bubble. Hardware becomes obsolete every year, real profits are inflated by understating depreciation, and old GPUs are worthless as collateral.”
It sounds scar...
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The writers behind this newsletter.
Investment research. I like companies with dominant positions in niche products which are critical inputs into massive markets that are growing quickly
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