Japanese news, equities, and trends, Teddy Letter

Teddy Okuyama

We aim to fill the information gap on the Japan market, especially on small cap companies with little or no analyst coverage. While brokerages and sponsored research provide useful information, there is still an information divide between domestic and foreign investors. We aim to fill that gap by providing access to insights that are lost in translation.

Japanese news, equities, and trends

Teddy Letter

Equity Bottom-Up

<p>This is installment #5 of my 200-day challenge to do a write-up on 200 Japanese small caps, at the end of which I plan on publishing a book (tentative title: Japan Small Caps Handbook). I’m writing these unedited versions in a stream of consciousness style, and they will be refined before being finalized later on.</p>

This is installment #5 of my 200-day challenge to do a write-up on 200 Japanese small caps, at the end of which I plan on publishing a book (tentative title: Japan Small Caps Handbook). I’m writing these unedited versions in a stream of consciousness style, and they will be refined before being finalized later on.

Azoom

Day 5: AZoom (3496)