
I 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 | 10 | Founded | 4 months ago | Last Issue | 18 days ago |
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A KeePer coating is a thin glass film that goes onto car paint. The cheapest one, Crystal KeePer, takes a couple of hours and costs ¥18,200, about $117, on a small car. The most expensive, W Diamond KeePer, takes most of a day and costs ¥10...
A test strip is a piece of paper about the size of a stick of gum, and the number of allergies it can check is simply the number of thin lines you can print on it. Printing one more line costs almost nothing. That is one half of why this bu...
Hyundai Corporation Holdings (KOSPI: 227840, 현대코퍼레이션홀딩스) collects a fee every time somebody sells a generator, a power tool or an air conditioner under the HYUNDAI logo somewhere outside Korea. It also owns a quarter of a ₩8.7 trillion trad...
KIYO Learning (TYO: 7353, KIYOラーニング) sells online courses that prepare you for Japanese professional exams under the Studying.jp brand (スタディング). Bookkeeping, real estate broker, labour consultant, tax accountant. The sort of thing an office...
Pull up IB Kimyoung (KOSDAQ: 339950, 아이비김영) on any screener and you see a dull, cheap Korean education stock: a mid-single-digit multiple, a 1.5% yield, revenue creeping up. You move on.
You would be wrong to. That 1.5% is a year stale; th...
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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.
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