🎅🏆 Konichi-Value Awards of 2022 🏆🎅
Thank you for sticking with me on my journey to make Konichi-Value the best newsletter on Japanese investments!
🎅🎅🎅 First and foremost, Merry Christmas to all of you 🎅🎅🎅
Thank you all for sticking with me for the transformation of this newsletter!
This is the year when Konichi-Value grew from a small project to a serious newsletter with well-researched and applicable investment analyses and advice exclusively for Japan.
Also, I have fine-tuned my design language, making every logo consistently cute and indistinguishably Japanese, something I find far too rare in the cold and brutalist obsessed finance world.
Premium galore!
This is the year I introduced articles for premium subscribers.
Every stock, fund and real-estate analysis take so much of my time and effort to make that I knew I could not uphold the level of quality I wanted if I didn’t start charging for them.
I had my doubts about whether people were interested enough in investment articles on Japan to pay for them.
However, I am so happy to announce that my paid subscription offer has been so much more successful than I could ever have hoped for.
To my premium members, thank you all for supporting me in my journey to become the number one source of premium investment content in Japan!
To everyone else, I am so happy to have you as an avid reader of my newsletter and I promise that I will continue to create quality content for you too!
🏆 Konichi-Value Awards of 2022 🏆
To make this post as exciting as possible, I have created five categories:
Most Read Article
Most Controversial Article
My Favorite Article
Best Stock-Analysis
Worst Article
$ = Paid subscriber access only
🏆 Most Read Article
This article has a total of 31,631 views since I published it on November 1st, which makes it the most read article on Konichi-Value to date!
I think the main reason is that it goes directly against the general consensus about housing in Tokyo: It’s so much cheaper and more spacious than people believe, and thanks to the kind people at the Greater London Authority Housing and Land Commission (link to their research paper HERE) I have the data to prove it!
🏆Most Controversial Article
This article/podcast episode created the most buzz, both in the comment section here, but also on Reddit, where someone was kind enough to share it. Its part-2 of a three-part series on arguments for and against investing in Japanese real-estate and even though some arguments are controversial, I still very much stand by them still.
🏆 My Favorite Article [$]
This is the first stock-analysis I used my standardized scoring system for. Most of that time went to making the Konichi-Value score, the scoring system that has defined all my stock-analyses ever since!
The article is overall encompassing a massive company into a bite sized read while still keeping all the relevant data intact.
🏆 Best Stock-Analysis [$]
This is the stock analysis I am most proud of so far. Not only do I feel that I managed to find a true hidden value-stock, but I also hit the nail on the head with the research. I dug deep into EIZO’s annual and quarterly reports for this one, and found a whole storyline of a company making an insanely interesting pivot.
Now the jury is out on if EIZO will be an overperformer in the market, but I am sure betting my money on it.
🏆 Worst Article
This is my worst article/podcast of the year. Not only is it a very thin stock-analysis based more on hopes than data, but Sankyo Frontier was later embroiled in a big accounting scandal sending the company and its stock down:
I made a follow-up article hammering down the fact that you should never lay all your eggs (money) in one basket (stock) HERE. Please read that one instead of this!