
I provide my Substack readers with the exact notes I send to institutional clients, released here on a three-month delay and priced for broader access. This is research designed for investors who prioritize a genuine fundamental edge over market consensus
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 221 | Founded | 5 years ago | Last Issue | 44 hours ago |
| Active | |||||

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In the world of Japanese corporate compounders, investors have recently fallen head over heels for speed. Modern “roll-up” platforms are commanding massive valuation premiums by rapidly acquiring sexier tech, semiconductor, a...
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The paywall is removed since this is pretty much a summary of the report by Astris. I believe they did a good job in highlighting this deal.
Kitz has been on my watch list for some time, although I have not yet published a...
No change in investment thesis
No change in investment thesis
Monogatari Corp (MC) is a Y186 market cap operator of yakiniku, sushi/shabu‑shabu, ramen, and okonomiyaki restaurant formats nationwide through both directly managed and franchise (FC) locations, with many stores situated along major suburb...
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I’m not a top‑down analyst, but I do pay selective attention to economists’ commentary on government policy and commerce trade dynamics. The Toyo Keizai piece stood out because it offers useful signals about which sectors may...
Subscribers, engagement, traffic and sponsorship for The Marosek Report: Japanese Stock Anomalies .
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The writers behind this newsletter.
Formerly JapaneseIPO, new name Yuka Marosek reflects broader Japan equity coverage. As a FINRA‑registered analyst, I provide paid readers 3‑month‑delayed institutional research for investors seeking undercovered, differentiated, non‑consensus ideas.
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