
Recognising a pattern: A supportive shareholder, Structural acceleration, at an inflection point
Applied Hikari Sciences
The mission of MIJ is to become your field guide to Business and Investing in Japan. My goal is to make businesses in Japan more accessible to everyone by breaking down cultural barriers and provide differentiated ideas and insights.
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Applied Hikari Sciences
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So...What now?

Out Next Wednesday

From Cheap Recurring revenues to Deep Value Semi opportunities
Out now!

Dear readers and listeners.

A hidden champion in the Memory and Logic Chip value chain that apparently no one cares about trading at 6x EBITDA

Earnings grew +41% last quarter

Part 1 Everything between Deep Value and AI