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KonichiValue Japan

Rei Saito

Your insider on investing in Japan

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues372Founded5 years agoLast Issue5 days ago
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konichivalue.com
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Latest Issues

Kabu1000, Japan’s Most Famous Value Investor

In this article, I break down how Kabu1000 turned ¥400,000 into ¥900 million by calculating the margin of safety on cash-rich, overlooked small caps.

Disclaimer: This article is for informational and educational purposes only and does not...

5 days ago
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Is Japan Actually Making Money from Tourism?

Japan is currently the hottest new thing on the block. What used to be an impenetrable, mystical realm for millionaires and lifelong anime nerds, is now every Instagrammer’s wettest dream.

Ever since the post-COVID era, when the rest of th...

12 days ago
19
6

Is it time to revisit 7-Eleven (TYO: 3382)?

After the failed buyout bid from Canadian operator Alimentation Couche-Tard, Seven & i Holdings stock dropped roughly 20%. Is it time to buy the dip?

Please note: This article is for informational purposes only and does not constitute inve...

16 days ago
5
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The US stock market is in a massive bubble, while Japan is finally fixing its economy

And this month's IPO of SpaceX will only make the bubble bigger

It is June 2026, and the financial laws of gravity are completely breaking down across two different hemispheres.

22 days ago
9
8
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What happens if Japan takes in zero immigrants?

Prime Minister Sanae Takaichi secured a massive supermajority in the February 2026 elections by reading the room.

Prime Minister Sanae Takaichi secured a massive supermajority in the February 2026 elections by reading the room.

a month ago
41
20
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  • Rei Saito

    I founded KonichiValue to merge my half-Japanese heritage with my passion for value investing in the world's most undervalued market.

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