All Dispatches
Every analysis and guide published so far—Japanese equities, dividends, valuation, and value investing, written for U.S. and global investors.
Best TradingView Setup for Japanese Dividend Stocks (2026)
A Tokyo dividend investor on TradingView for Japanese stocks: TSE ticker format, my 12-name watchlist, screener filters, the weak-yen layout, and Premium math.
Japanese Dividend Tax: 2026 US Investor Guide
Japanese dividend tax for US investors in 2026: why the treaty rate is 10% (not 20.42%), how to claim the foreign tax credit on Form 1116, and track yen flow.
Sakata INX (4633): A Single-Digit-P/E Japanese Dividend Grower Hiding in the Global Ink Trade
Sakata INX is the world's third-largest printing-ink maker—a 130-year-old global niche leader trading at a single-digit P/E, yielding around 4.4%, with a dividend that has roughly tripled in five years. A US-investor's look at the deep-value case, the dividend math, the print-decline risk, and how to actually access ticker 4633 from the US.
Kamigumi (9364): The Japanese Port-Logistics Dividend Grower Most US Investors Overlook
Kamigumi is the dominant operator at Japan's six largest ports—a defensive, infrastructure-like business that has raised its dividend for a decade and just adopted a 70% payout-ratio policy. A US-investor's look at the moat, the dividend math, valuation, and how to actually access ticker 9364 from the US.
What Warren Buffett's Japan Bet Teaches Value Investors (and the Two Books That Explain It)
Berkshire Hathaway's stake in Japan's five sogo shosha is the clearest modern case study in classic value investing—cheap valuations, rising shareholder returns, and a clever yen-funding trick. Here is what a US investor can actually take from it, plus the two books that explain the thinking behind it.
A Value Investor's Reading List for Japanese Equities (5 Books, and Why Each One Earns Its Place)
There is almost no good English-language book written specifically about value investing in Japanese stocks—so the practical move is to read the value-investing canon and apply it to Tokyo yourself. These five books give a US investor the exact toolkit, from first principles to the modern playbook.
Stop. eMAXIS Slim vs eMAXIS: Japan's 2026 NISA Fund Trap
Japan's NISA savers risk picking the wrong eMAXIS fund—a 50+bps mistake. 2026 US-investor edition: the same trap repeats in 401(k) share classes.
Japan's High-Dividend Portfolio Note (May 2026): 4.16% Yield, No Changes, Earnings-Season Watch
A Japan-based dividend investor's May 2026 portfolio note: target yield ticks up to 4.16%, no name changes ahead of the 3-month-end earnings wave, plus a yield-trap warning on Bridgestone. Translated for US investors.
Nikkei 225 Just Made a New All-Time High. The Useful Question Is Who Actually Captured It.
The Nikkei 225 has broken to a fresh all-time high. The headline is easy; the useful question for a long-horizon investor is who was positioned in advance, what happens to those still waiting, and what the move actually means for US dividend investors.