nipponNuggets @JCVpartners
🇯🇵 Japan Stocks ・ Decarbonization ・ Disruption & Innovation ・Structural growth ・ Global winners ・ All things Japan 🇯🇵 Joined October 2020-
Tweets2K
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Following544
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Likes1K
Here goes nothing... summary devolved into full-on research and became a time sink. Got way too long so splitting it up into parts to publish over time. If you see any translation inconsistencies please DM me since my brain is fried😵💫 Highlight thread to follow later on. Enjoy!
Toyota's shift to electronic continues at pace - say goodbye to paper brochures - pdfs only now. #JapanDX nikkei.com/article/DGXZQO…
Money Forward (3994) Best Quarter Ever 🇯🇵 Q4 sales +42%; Adj-EBITDA at record high of 1.2 bn yen Business SaaS sales +52% YoY to 5.5 billion Business earnings driven by acquisition of medium-sized corporate customers (+40% YoY) and higher ARPU (+22% YoY)
2023 was the best year in a decade for Japanese equities. 🎆 Good luck investing in 2024 🧧
It’s here again! Thanks to 7-ELEVEN Japan, you can try a cup of the fragrant and delicious Jamaican Blue Mountain Coffee Blend at Seven Cafés again this autumn and winter in Japan. Look out for the blue cups! #JBMCoffee #economicdiplomacy
Nintendo Switch 2 seen out in the wild! #Nintendo themessenger.com/business/ninte…
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
CTC @CacheThatCheque
7K Followers 4K Following I buy stocks on the Tokyo Stock Exchange. I like dividends and value. No investment, life, or career advice.
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Olivier @ReturnsJourney
8K Followers 2K Following Investor, discoverer of hidden stock gems at https://t.co/Bju6N5dgYF
Schoebs @willschoebs
6K Followers 4K Following Entrepreneurial company building & investing in 🇯🇵 Share thoughts on 🇯🇵 software & entrepreneurial opportunities on Japan Business Insights (see below)
Gearoid Reidy リー�.. @GearoidReidy
21K Followers 1K Following Bloomberg @Opinion columnist on Japan and the Koreas. “Final Boss of the Japan finance bro dungeon.” ｊａｐａｎｉｆｉｃａｔｉｏｎ, Retweets ≠ endorsements, opinions mine.
John Mihaljevic @JMihaljevic
11K Followers 3K Following Chairman @manualofideas, The Zurich Project, and Ideaweek St. Moritz. Co-Host @twiii_podcast. Author, The Manual of Ideas. Value investor with a growth mindset.
AltayCap @AltayCapital
8K Followers 920 Following Long / Short equities. Value investor. Istanbul https://t.co/vNBoJqo6Ji
FredaBacon @ssHD6Adm7RpL3
5 Followers 561 Following 現在、アルバイトの募集をしています。一日の勤務時間は制限ありません。日給6,000円～30,000円！給与は日払いです。 副業の相談は、LINEに追加:【https://t.co/NqLNNluTL9】
Diskobox @diskobox71
75 Followers 1K Following
q9wmwh1huen @9enpnr5kyjhkqz
1 Followers 479 Following 現在、アルバイトの募集をしています。一日の勤務時間は制限ありません。日給6,000円～30,000円！給与は日払いです。 副業の相談は、LINEに追加:【https://t.co/7eImo7p4uj】
Anastasia Back @rfwwph1ex69n
7 Followers 216 Following Startups | Fintech | E-commerce | Operator and investor
a6lvzo14dnk @zrcda2usww
2 Followers 308 Following 現在、アルバイトの募集をしています。一日の勤務時間は制限ありません。日給6,000円～30,000円！給与は日払いです。 副業の相談は、LINEに追加:【https://t.co/4ci4zzEpwU】
Value Trapped @TheLongHappy
535 Followers 242 Following Ex-sellside, ex-buyside, ex-startup, with a penchant for getting value trapped... retirement might take awhile.
日本クイーン @nihonqueen
14 Followers 52 Following
chris @AurelCapital
36 Followers 175 Following
Holy Financier @KLinvests
58 Followers 356 Following
Daikoku Capital @DaikokuCap
2K Followers 320 Following Searching for deeply undervalued securities across the globe.
Joe Hill @JoeHill389406
74 Followers 261 Following
Ryu Andrew Y. @swaggyAndRyu
119 Followers 367 Following
Michael Lee @lemichael0
502 Followers 5K Following Father. Husband. Investor. Learning is greatest. 📈📉 Keep mind sharp. Always follow the money.
DionKratos @DionKratos
219 Followers 5K Following
james666 @jamesackman666
152 Followers 391 Following
Ridwan @LaLeakz
17 Followers 387 Following
Vinh @vinsanityPhung
80 Followers 514 Following
Charlotte Johnson @Charlot22351990
156 Followers 3K Following
ああ @N5Sjd02tEM86548
22 Followers 431 Following
கார்த்த.. @IamKarthick_Pa
1 Followers 220 Following
Aananth @aananth
130 Followers 1K Following
Jimmy @jmykrnwn
5 Followers 338 Following
Jeff Weniger @JeffWeniger
37K Followers 1K Following WisdomTree Head of Equities / Markets / Stocks. Regular contributor on financial media. Twitter Spaces ninja. https://t.co/1usXI7qALR
Pogos Saiadian @saiadian
269 Followers 504 Following
Turtleneck @Slowlearnerr
140 Followers 193 Following Slow learner 🐢 Investor focusing on the Japanese market and the nordics 🇯🇵💴💹
NA @AnindyoNar96690
50 Followers 102 Following
Robert Gravina @robertgravina
400 Followers 896 Following Senior Member of Technical Staff (Senior Software Engineer) at @vmwaretanzulabs. 💻 https://t.co/6YJtowpvpK ☕️ https://t.co/beXHBiksLu
R&D Capital Managemen.. @RDCapitalManag1
94 Followers 546 Following Diversified investment fund growing wealth through long term, quality investing
ホソカワショウ.. @JIcsEAGM1C6P1ax
47 Followers 473 Following
Kara Sıçan 🏳️�.. @architectrader
1K Followers 1K Following
Cohen Capital @CohenCapital72
62 Followers 358 Following
Masumi Nishida @masuminishida
45 Followers 138 Following It's not wrong, just different. Columbia Business School | Melbourne | NY | Tokyo. Father of three 🐯👶🏾👻
Lander @gelbentzu78
27 Followers 224 Following
Pellet Stove @frontlinewalker
9 Followers 1K Following
Diyang Yu @diyang_yu
99 Followers 232 Following
a @pon_white
0 Followers 33 Following
Tommy @Tommy37379017
32 Followers 203 Following
Conor Evans @Conor_Officialz
199 Followers 1K Following
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
CTC @CacheThatCheque
7K Followers 4K Following I buy stocks on the Tokyo Stock Exchange. I like dividends and value. No investment, life, or career advice.
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Cassandra B.C. @michaeljburry
1.5M Followers 0 Following
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Ian Cassel @iancassel
255K Followers 606 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
buyhighsellhigher @ebitdaddy90
22K Followers 39 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 898 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Daniel S. Loeb @DanielSLoeb1
124K Followers 992 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Schoebs @willschoebs
6K Followers 4K Following Entrepreneurial company building & investing in 🇯🇵 Share thoughts on 🇯🇵 software & entrepreneurial opportunities on Japan Business Insights (see below)
iNews24 @iNews24
2K Followers 1 Following 24:7 Worldwide News. Follow @iNewsroom for realtime reports & join the LIVE Newsroom at: https://t.co/sUwYVAFv3I
AltayCap @AltayCapital
8K Followers 920 Following Long / Short equities. Value investor. Istanbul https://t.co/vNBoJqo6Ji
Jeff Weniger @JeffWeniger
37K Followers 1K Following WisdomTree Head of Equities / Markets / Stocks. Regular contributor on financial media. Twitter Spaces ninja. https://t.co/1usXI7qALR
R&D Capital Managemen.. @RDCapitalManag1
94 Followers 546 Following Diversified investment fund growing wealth through long term, quality investing
Ninja in Hakuba ⛷�.. @aldexyn
527 Followers 73 Following Japanese Modern Hotel Villa Developer in Hakuba ⛄️ Feel free to DM if keen to understand Japanese ski resort market and our High Single Digit Yield products 🏠
Yoyogi Capital @YoyogiCapital
2K Followers 636 Following Japan Small & Mid-cap Investor| Value Investing📈| Not investment advice| 機関投資家の少ない中小型株が主戦場
Speedwell Research @Speedwell_LLC
5K Followers 171 Following 📖 Free Newsletter & Memos: https://t.co/CDu3UvpBhu 🎧 The Synopsis Podcast: https://t.co/KBOlX3WDbJ ⬇️ for Research. By Drew Cohen & @kevg1412
Paul @paulecavey
431 Followers 379 Following Asia economist and strategist for the last 25 years in research, sell- and buy-side. Now publishing independent analysis from Taipei at https://t.co/iKh6UMUWmT
Value Punks @valuepunks
2K Followers 964 Following Expand and deepen your investment watchlist through our deep dives. Long-term compounding. (Now accepting writer positions! DM for info)
SmallcapGlobalValue @SmallcapGlobal
770 Followers 2K Following Quantitative Ideas + Fundamental Research + Emotional Discipline + Consistent Effort = Alpha Factory; something like Walter Schloss, nothing like Bobby Axelrod.
後藤達也 @goto_finance
676K Followers 323 Following 「わかりやすく、おもしろく、偏りなく」。経済や投資の話をお伝えしています。2022年に日経の記者をやめ、独立。SNSを軸に活動中。 テレ東「WBS」金曜コメンテーター（4月～）YouTube登録者27万人。note有料会員3万人（月500円、下記リンク）。仕事のご依頼は☞ [email protected]
TheLastQuantFund @last_fund
1K Followers 363 Following TheLastQuantFund uses a proprietary algorithm to value financial assets at scale using a combination of asset prices, financial and alternative data.
Helen Guo @HelenGuo_
35K Followers 2K Following Buying, growing, and investing in exceptional small businesses | Prev. founder of $30M+ brand (acquired) | Forbes 30u30
Jake Barfield @Jake___Barfield
665 Followers 239 Following I run Asheville Capital Management. Tweets are not investment advice.
discussthetape @discussthetape
45 Followers 88 Following Investment banker turned restaurant owner turned mobile home park owner turned tech investor turned stock market watcher now living in Oz (NOT FINANCIAL ADVICE)
堀江貴文(Takafumi.. @takapon_jp
3.6M Followers 836 Following 有料メルマガ https://t.co/sE4NSFYWGpで登録 [email protected] https://t.co/VXM752wGsD
Japan X @japanx2025
188 Followers 164 Following 外資系と国内証券会社で20年間経験//現在は日本を変革し、投資機会を向上させるテーマに注目： DX、HRX、脱炭素化、AI、アクティビズム、コーポレート・ガバナンス、日本の産業政策など//日々、世界のマーケットに目を向け、グローバルマクロや外国個別銘柄のニュースが日本の株式市場にどのような影響を与えることを分析
JapanDeepValue @JapanDeepValue1
3K Followers 271 Following 60% of all listed stocks in Japan trade below book value. Follow me on a journey to explore. *hint* governance matters. Not giving investment advice.
Made in Japan 🇯�.. @InvestInJapan
5K Followers 613 Following Everything on Japanese Culture & Investing🌱 Local market insights 🗺️ Quality Compounders 📈 Hidden Gems 🔍 Unique mental models 🧠 Not investment advice.
Capital Employed @capitalemployed
5K Followers 2K Following Fund manager interviews and stock pitches. / by @equitybaron
Bill McKibben @billmckibben
397K Followers 1K Following Author, Educator, Environmentalist and founder of https://t.co/RD1mCHAneQ and https://t.co/58WgUpHwRO. Opinions all my own, and expressed at greater length at https://t.co/va0A985uVl
Coral Davenport @CoralMDavenport
56K Followers 4K Following I cover energy and environment policy for the New York Times. [email protected]. Also reachable on Signal and WhatsApp.
FinancialJuice @financialjuice
450K Followers 54 Following Market moving headlines for professional day traders 24/7 via audio squawk.
Noah Smith 🐇🇺�.. @Noahpinion
321K Followers 1K Following Writes about economics, posts about rabbits. For serious opinions/analysis, read my blog: https://t.co/KfUxUlCYPz
Assaad Razzouk @AssaadRazzouk
161K Followers 18K Following Book: Saving the Planet Without the Bull, https://t.co/Rl65Jl0ep1. Podcast: Angry Clean Energy Guy. Climate and CleanEnergy from the front lines
Dave in Osaka @DaveInOsaka
9K Followers 2K Following Livestreamer / Ex-pat 🇨🇦 in Japan / Japanese culture and roads less travelled / Temples / Geisha / Food / Drone / Curios / #Periscope
Tim Cook @tim_cook
14.9M Followers 70 Following Apple CEO Auburn 🏀 🏈 Duke 🏀 National Parks 🏞️ “Life's most persistent and urgent question is, 'What are you doing for others?'” - MLK. he/him
Rocky Swift @swiftrocky
1K Followers 658 Following Reuters correspondent. Ex State Dept., Bloomberg News. Economics, FX and pro wrestling enthusiast. Opinions own. @[email protected] @rockyswift1 at Meta
Ron DeSantis @GovRonDeSantis
4.8M Followers 1 Following 46th Governor of the great state of Florida.
Monty Alexander Offic.. @_MontyAlexander
1K Followers 343 Following Monty Alexander, Jazz piano legend, Commander of Distinction and Order of Jamaica, official Twitter account.
roula khalaf @khalafroula
58K Followers 2K Following Editor of the Financial Times, fan of impossible Middle East political drama, mother of two fabulous boys.
Lyn Alden @LynAldenContact
678K Followers 752 Following Founder of Lyn Alden Investment Strategy. Finance/Engineering blended background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
Ray Dalio @RayDalio
1.4M Followers 93 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
Michael Burry Archive @BurryArchive
244K Followers 21 Following Archive of @michaeljburry tweets Stock tracker @BurryTracker
Tokyo Food File @tokyofoodfile
4K Followers 250 Following Robbie Swinnerton: Food writer & Japan Times restaurant columnist. Spreading the word from 東京都 since 昭和55. https://t.co/sjHwxV7n4b…
Jeffrey J. Hall 🇯�.. @mrjeffu
37K Followers 2K Following PhD. Lecturer at Kanda University of International Studies. Japan's Politics/Nationalist Activism/History Disputes/Pop Culture. RT/Likes ≠ endorsements
Dr. Nancy Snow @drpersuasion
5K Followers 999 Following Fulbright Professor of Public Diplomacy @Panteion / Visiting Scholar, Institute of International Relations ΙΔΙΣ / Soft Power / @NewhouseSU / @USCAnnenberg
Noah Sneider @NoahSneider
21K Followers 8K Following Tokyo Bureau Chief @TheEconomist // ex-Moscow and Kyiv // views my own
Ben Dooley @BenjaminDooley
6K Followers 921 Following Investigative reporter, the International Consortium of Investigative Journalists Tips, suggestions: [email protected] or on Signal/WhatsApp: +1 (240) 242-7081
Mohamed A. El-Erian @elerianm
681K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz, Gramercy advisor. Wharton Professor. Lauder Senior Fellow. Former Pimco CEO/co-CiO. Chair Cambridge Union.
Marc Rubinstein @MarcRuby
26K Followers 517 Following Former hedge fund manager, writing about finance at https://t.co/UiByE4lqSg and Bloomberg @opinion.
Cody @codybaldwin
641 Followers 777 Following "Things are not really things, they are processes, they are in flux." Taking Children Seriously 子どもたちと真剣に向き合う Knowledge: Karl Popper, David Deutsch 無限の彼方へ!
Weston Nakamura @acrossthespread
35K Followers 2K Following Host of Across The Spread podcast. Former derivatives trader/sales @ Goldman & Jefferies, original markets content @ Real Vision & Blockworks. 🇯🇵Tokyo
dividendblower @dividendblower
22K Followers 845 Following Fundamental deep-dive with a bias towards small caps. Gaming and iGaming. Own opinions, no advice, trade at your own risk.
Paul Krugman @paulkrugman
4.5M Followers 129 Following Nobel laureate. Op-Ed columnist, @nytopinion. Author, “The Return of Depression Economics,” “The Great Unraveling,” "Arguing With Zombies," + more.
the route of russ cook who ran the entire length of africa (10,000+ miles!) through 16 countries in 352 days
@JCVpartners Thanks! Glad you liked it Nagetto-san of the famima-clan. (presumably)
Hello! After procrastinating to death I'm finally launching on that 'newsletter site'. (link in bio) I've been delaying this because I feel weirdly insecure about my long-form writing. But with Nikkei hitting highs, I guess today couldn't be a better day to start it, so fuck…
Excited to see this finally out :) blog.google/technology/ai/…
Komatsu’s earnings highlight one thing: construction spending is STRONG everywhere. The best stock to watch for this is United Rentals - it’s killing it. Caterpillar has been saying what Komatsu said for a while now. #earnings tyo:6301 financials g.co/kgs/L8oK61n
“The potential market size for business succession M&A in 🇯🇵 is ~$90B, and the number of target companies is 93,536”
I ran 10km across Athens and around the Panathenaic Stadium! It dates from 6thC BC and, in 144AD, it was rebuilt entirely in marble, making it the only all-marble stadium in the world. Two guys said I looked so happy that they took a video of me 😁 A great memory!
Power slide from 🇯🇵's Money Forward 3994
GMO makes a strong case for the Japanese small caps, forecasting 12% annual returns over the next decade, the strongest performing asset class. Here are the key arguments and drivers 🧵👇🏼 1/8
Aaaaaand the second. With ikea meatballs…
Eikaiwa school owner, university teacher, dispatch ALT, GABA teacher
Thanks to 7-ELEVEN Japan for a successful press conference announcing the #JamaicaBlueMountainCoffee Blend ☕ they will offer @ Seven Cafés across Japan this autumn/winter. I also welcome their excellent initiative to support our local farmers by providing coffee seedlings 🌱.
It’s here again! Thanks to 7-ELEVEN Japan, you can try a cup of the fragrant and delicious Jamaican Blue Mountain Coffee Blend at Seven Cafés again this autumn and winter in Japan. Look out for the blue cups! #JBMCoffee #economicdiplomacy
I posted a stock pitch on twitter 4 months ago to which one person left a comment, and I cold emailed this person if he needed interpretation service. This eventually led to interpreting 21 meetings for his team over the last 5 days. I found out later he was the CEO of a HK based…
Severe nationwide kanji shortage forces Japanese parents to cut back on number of characters being used in names mainichi.jp/english/articl…
Can you imagine a world in which FTX took place in Japan, with a Japanese company, what the usual suspects would be saying this says about Japanese business culture and the Japanese people themselves. When it comes to the US, any such introspection? bloomberg.com/opinion/articl…
@Wilfrie77917027 Missing the point. The relative value versus the US has never been anything like this. I’m not saying Japanese prices haven’t been this way for years - but US prices have 2-3xed and Japanese prices haven’t moved
Nippon TV will have 42.3% of Studio Ghibli after the purchase. While the terms of the acquisition haven't been clear, I think we all know how this one went down...
Since I've been fortunate to gain 300 new followers over the last 2 days, thanks to @orrdavid, here are a few accounts I recommend if you are interested in investing in Japan: @CacheThatCheque @InvestInJapan @willschoebs @JamieHalse @AltayCapital @ReturnsJourney…
I just registered my business, Japan Investor Interface Inc., at the legal affairs office. This is a big milestone for me, transitioning from my previous role as a translator. My goal is to facilitate smoother access for international investors into the Japanese market. I…
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