Sharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.
Joined March 2023
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- Followers 2,961
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The time has come for the grand unveil of the best Japanese stock I've ever published.
Oricon (TSE-4800)
The business economics of this business were truly exceptional, and very rarely have I come across a business model that I believe is truly S-tier.
You guys know where to go!
Comment "Me" to be sent the post and be entered into a draw to win 1 month of paid sub!
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Continuous Compounding retweeted
Jun 15
Dnegs mansplainifesting followed by @ChidwickStephen’s “congrats” might be my Moment of the Summer so far. 😂
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Continuous Compounding retweeted
Jun 15
Giles Capital Weekly - Week 24
gilescapital.substack.com/p/…
Great write-ups & articles from:
@rebound_capital
@KarstResearch
@valueb9b
@WolfOfOakville
@ppinvest
@8percentpa
@CompoundingUp
@marginofwisdom
@acidinvestments
@ghginvest
@HatedMoats
@heavymoatinvestments
@vitaliyk
more!
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Today's live stream on Nintendo (TSE-7974), with a 7 min recap summarizing my findings at the end, see the comment section for the timestamp!
$NTDO.NE
youtube.com/live/MlXfFKWpDcg…
Wait, I know nothing about Nintendo, but under 20x PE for Nintendo (TSE-7974) doesn't seem right...
Might have to look into this in a dedicated live stream.
Leave a like if this is something you'd like to see.
$NTDO.NE
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Alright, you guys wanted me to look at Nintendo.
Join me as I review Nintendo (TSE-7974):
youtube.com/live/MlXfFKWpDcg…
Wait, I know nothing about Nintendo, but under 20x PE for Nintendo (TSE-7974) doesn't seem right...
Might have to look into this in a dedicated live stream.
Leave a like if this is something you'd like to see.
$NTDO.NE
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Today's live stream, with 7 min recap summarizing my findings at the end, see comment section for timestamp!
youtube.com/live/MlXfFKWpDcg…
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Had a lot of fun reviewing Nintendo (TSE-7974) on my live stream!
What other popular Japanese stocks do you guys want me to review in future live streams?
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Wait, I know nothing about Nintendo, but under 20x PE for Nintendo (TSE-7974) doesn't seem right...
Might have to look into this in a dedicated live stream.
Leave a like if this is something you'd like to see.
$NTDO.NE
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I will be unveiling this stock later today or tomorrow!
This is, imo, the best stock I've ever published in terms of investment opportunity and setup.
The post will be emailed to those who know where to look!
Comment "me" if you wish for me to DM you the post!
14 Aug 2025
Deep dive on my highest conviction idea just dropped!
Quick pitch readers are already up 4-5%!
You know where to find it. 👀
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My new stock pitch is out, and it's on Noritsu Koki (TSE-7744)!
You guys know where to go!
Like, comment and share with someone who might be interested.
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My newest stock pitch on Noritsu Koki (TSE-7744)!
You guys know where to look.
Like, comment and share with someone who might be interested.
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>check position that is 33% of my porfolio that is up 60%
>all my other positions even each other out, maybe 0-5%
>questioning why I missed the AI train
Questioning myself whether I'm skilled to have gone super concentrated on my highest conviction position or am I just lucky?
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Me but minus the AI exposure 😅
I have 1 stock that contributed to all the gain this year and I went large, iykyk
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It's been a while since I've come across a special situation.
SS is very time-sensitive, closes by June 3rd or sooner.
You guys know where to look.
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My highest conviction stock idea just received an MBO, paid subs just made 60%
It has the potential to be a 1x to 4x bagger, though, so bittersweet.
Anyone know someone on X that can be an activist in Japan?
The only person that comes to mind is @puppyeh1
Will be releasing the stock pitch from behind the paywall very soon, you guys know where to look!
28 Jul 2025
Posted! I'm excited about this one!
You guys know where to look!
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Continuous Compounding retweeted
I sat down with Taiwanese investor @DaBao_ in his first-ever recorded video interview
Key takeaways:
- The Taiwanese stock market is becoming overheated
- He likes companies that offer mission-critical services
- TSMC's story is intact
- The Taiwan invasion threat is overblown
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