Investment ideas and memos

We release insightful letters on publicly listed companies in Japan and the U.S. on a weekly basis. Our subscribers receive emails containing specific ideas that have captured our interest. Typically, these emails elucidate the thesis, explain why we believe a particular opportunity exists, and suggest potential ways to capitalize on the associated risk-reward dynamics. All opinions expressed in our communications are exclusively those of Tepgu Consulting and should not be construed as investment advice.

With a rich foundation of knowledge and experience in the U.S. financial markets, Tepgu Consulting is currently stationed in Tokyo, honing its expertise on publicly traded companies in Japan.

All commentary is derived solely from publicly-available information and remains the intellectual property of Tepgu Consulting. It may not be reproduced or distributed without written authorization from Tepgu Consulting.

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