Best Japanese Equities Newsletters in 2026
NewsletterFIT tracks 3 newsletters that cover Japanese equities as a primary topic, all with posts in the last 90 days. By publicly shown subscriber count, the largest are generalsandworkouts (2K).
Updated Nov 14, 2026 · sorted by publicly shown subscribers · methodology
- 1generalsandworkouts2K subscribers
SubstackMonthly or less · last post Sep 14, 2026
Deep dives on net-nets, special situations and other mispriced opportunities in the stock market.
Likely audience: value investors
- 2
SubstackMonthly or less · last post Sep 6, 2026
A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice…
Likely audience: Value investors
- 3
SubstackMonthly or less · last post Aug 23, 2026
From recent posts: The newsletter covers activist investing developments, including Elliott's engagement with Align Technology, Oasis's involvement with M3, GMO and Sparx positions in Morinaga & Co, and Starboard Value and Kerrisdale Capi…
Likely audience: activist investors
Latest posts from these newsletters
- MDT/MMED exchange…generalsandworkouts
- Applied Co.…Altay Capital - Mostly Value Investing
- Singapore’s Big…8% Value Activist
- MegaChips Corp…Altay Capital - Mostly Value Investing
- AI's Mistake…8% Value Activist
- Activist Happenings…8% Value Activist
- Investment Idea…8% Value Activist