Disclaimer: The content on this website is for informational and educational purposes only and is not created to meet your personal financial situation. Nothing should be considered as investment advice or as a guarantee of profit. You are advised to consult with your financial advisors to discuss your investment options and whether it would be a suitable investment for your personal needs. The information used in this publication is from sources that are believed to be reliable but the accuracy cannot be guaranteed. It may include some errors, please make sure to do your due diligence. The opinions expressed are those of the author and the author only. These opinions are subject to change without prior notice. Disclosure: The author may own shares in companies mentioned in this article as of 29 September 2025. The security could be sold at any point in time without prior notice. It’s time for a new idea here at Made in Japan. I’m going to write about this business because it’s SO Japanese and it gives an interesting peek into how Japanese consumers/Businesses think. It’s also not as expensive as it looks, considering just how quickly it’s growing, and I feel this business has built a considerable network effect that may be worth something. And I like network effects. However, there are also risks worth discussing. One way I think about business is that it’s an extremely unique asset with a potentially very large TAM. If you’re interested, read on. No, not deep value, it’s a growth name.
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Sunday, September 28, 2025
A Very Japanese Business with an undervalued moat
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