Numbers not Narrative
Jakub | Numbers not NarrativeI read Korean and Japanese filings that nobody else bothers to translate, and write up the small and micro caps hiding in them.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 5 months ago | Last Issue | a month ago |
| Active | |||||
Read this Newsletter
numbersnotnarrative.comLatest Issues
Ai Robotics (TSE: 247A): A Japanese Beauty Company With a Plan to Grow Its Value 17x by 2029
At ¥899 a share, Ai Robotics is worth ¥58.5bn, or about $370m. It sells skincare, hair dryers and salon products, and its sales have doubled four years in a row.
Not my usual kind of company
Japan's Gas Stations Are Dying. This Company Sells Them a Way Out.
6,661 Japanese gas stations already sell KeePer coatings under licence. Now the best of them are converting into franchises. It trades at less than 10 times this year's operating profit.
A KeePer coating is a thin glass film that goes onto...
The Nespresso Model, Applied to Hospital Labs: Sell the Reader Once, Sell the Strips Forever
PROTIA has its readers in nine of Korea's ten biggest labs and grows 40% a year. The stock costs 11x operating profit, and the reason is in the filings.
A test strip is a piece of paper about the size of a stick of gum, and the number of a...
Hyundai Corporation Holdings (227840): the double discount, and a royalty business for 1x earnings
A ₩37.8bn royalty stream sits on this balance sheet at a net book value of ₩0.1bn. The market pays ₩25bn for it and throws in other businesses worth ₩97bn for free. Prices at 18 August 2026
Hyundai Corporation Holdings (KOSPI: 227840, 현대코퍼...
KIYO Learning (TYO: 7353): A Japanese Exam Prep Micro Cap That Trades Below Its Own Cash
KIYO Learning (TYO: 7353) is a 3.8 billion yen Japanese micro cap selling online exam preparation under the Studying.jp brand. It holds more cash than its market value and has no analyst coverage.
KIYO Learning (TYO: 7353, KIYOラーニング) sells...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Numbers not Narrative.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
I write up micro caps that no analyst covers, mostly in Korea and Japan. They stay cheap because almost nobody reads the filings. I invest my own money in them.
Frequently Asked Questions
How can I access the email archive for Numbers not Narrative?
You can find recent issues that have been published by Numbers not Narrative on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Numbers not Narrative have?
To see how many people subscribe to Numbers not Narrative, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Numbers not Narrative?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Numbers not Narrative as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Numbers not Narrative?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Numbers not Narrative using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Numbers not Narrative?
Scroll up to where it says Related Newsletters to see other publications like Numbers not Narrative. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Numbers not Narrative?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.