I’m Rei Saito. Half Japanese, based in Tokyo, value investor.
I started KonichiValue because English coverage of Japan is either tourist fluff or institutional research nobody can read. I do the middle: I read the Japanese filings, visit the context, and explain what matters in plain English.
Free subscribers get:
1 Japan explainer a week: economy, politics, and the weird stuff that moves markets
1 stock idea a month, with the full numbers
Paid subscribers ($8/month, $65/year) get:
Full stock deep dives, at least 2 a month
My portfolio updates and watchlist
The back catalogue of 200+ analyses
Start here, my 3 most read pieces:
Japan Bubble 2.0?
The Most Obvious Stocks to Own in Japan
The Fall of Rakuten
Not investment advice. I show my research, you make your own call.
Join 4,000+ readers.
