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 | 9 | Founded | 10 months ago | Last Issue | 2 months ago |
| Active | |||||
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asymmetricopportunities.substack.co...Latest Issues
6466 TVE Co Ltd
EXECUTIVE SUMMARY
TVE Corporation is the only qualified supplier of safety valves to Japan's pressurized water reactor fleet, a position no domestic or foreign competitor has breached in over two decades. Japan's nuclear policy has structu...
Japan Nuclear - Okano Valve 6492
Japan’s nuclear component suppliers sit in a structural blind spot. Companies like Okano Valve, TVE, and Nippon Gear are micro/small-cap industrials with no sell-side coverage. Material fundamental developments, 77% orderbook surges, book-t...
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...
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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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