BULLISHIn depth · 4/5

Japan microcap deep value with hidden assets

The guest highlighted specific opportunities in Japanese microcaps trading below book value that own substantial hidden assets like real estate or equity stakes, creating potential for value realization.

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The story so far

OPEN · 29 MENTIONS · 25 EPISODES · 17 SHOWS

4 JUL 2025 — 8 AUG 2026 · 1W AGO

21 SUPPORT · 2 REPEAT · 6 MENTIONED

4 JUL 2025 · FIRST HEARD
THE MEB FABER SHOW · 3 MENTIONS
- Korea following Japan's governance reform path
- Japan's corporate governance inflection point
- Japan microcap deep value with hidden assets · THIS IDEA
18 EPISODES BETWEEN · 20 MENTIONS
1. 4 AUG 2025
  THE MEB FABER SHOW
  - Japan corporate reform, India long-term growth
2. 19 SEP 2025
  GOLDMAN SACHS EXCHANGES: THE MARKETS
  - Japan as the preferred Asia exposure
3. 25 SEP 2025
  THE BUSINESS BREW
  - Japan's capital allocation shift creates value
4. 30 OCT 2025
  THE RATIONAL REMINDER PODCAST
  - Global stock diversification avoids country-specific risk
5. 27 NOV 2025
  THE ACQUIRERS PODCAST
  - Hong Kong and Japan as cheap, neglected markets
6. 22 DEC 2025
  CAPITAL ALLOCATORS
  - Allocator interest in Japan, Europe, defense, AI infra
7. 2 JAN 2026
  BARRON'S STREETWISE
  - Satellite strategy: international small-cap value
8. 21 JAN 2026
  YET ANOTHER VALUE PODCAST
  - Japanese small-cap deep value in early innings
9. 30 JAN 2026
  PLANET MICROCAP PODCAST
  - Global small value as a prime hunting ground
10. 9 FEB 2026
  THE MEB FABER SHOW · 2 MENTIONS
  - Japan's corporate governance reform catalyst
  - US dominance of global market cap
11. 10 FEB 2026
  GOLDMAN SACHS EXCHANGES: THE MARKETS
  - Capital rotation from US to international equities
12. 18 FEB 2026
  THE COMPOUND AND FRIENDS
  - Japan's pro-market reforms fueling stock rally
13. 18 FEB 2026
  ANIMAL SPIRITS
  - International equity resurgence as a catch-up trade
14. 19 FEB 2026
  THE ALPHA EXCHANGE · 2 MENTIONS
  - International equities offer better risk/reward
  - Bullish on Japan due to reflation tailwinds
15. 12 MAR 2026
  THE ACQUIRERS PODCAST
  - Constructive activism works in Japan
16. 20 MAR 2026
  PLANET MICROCAP PODCAST
  - Activist investors unlocking value in Japan
17. 30 MAR 2026
  BANKLESS
  - Japan's equity highs mask central bank manipulation
18. 10 APR 2026
  THE COMPOUND AND FRIENDS
  - International stocks poised for a rotation
22 APR 2026
GOLDMAN SACHS EXCHANGES
- Japan corporate governance shift creates value
23 JUL 2026 · 4W AGO
WEALTHION - BE FINANCIALLY RESILIENT
- Structural bullishness on Japanese equities
25 JUL 2026 · 3W AGO
PLANET MICROCAP PODCAST
- Japan small-cap value re-rating thesis
29 JUL 2026 · 3W AGO
ANIMAL SPIRITS
- Democratization of stock access as a global tailwind
6 AUG 2026 · 2W AGO
EURODOLLAR UNIVERSITY
- Nikkei's AI bubble as Japan's only attractive risk-adjusted bet
8 AUG 2026 · 1W AGO
EXCESS RETURNS
- International diversification as bubble protection

HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD