Last episode Nick Mishkin (https://behafin.substack.com/p/s3e4-being-intelligent-about-emotions) mentioned Keith Chen’s futured languages research. Here he mentioned Japanese is not a futured language, which leads us to this episode where we spoke with @CacheThatCheque (https://twitter.com/CacheThatCheque), a value investor in Japan!
CTC mentioned a few resources to help foreigners get to know the Japanese market, such as the Buffett Code screener (https://www.buffett-code.com/), which is easy to use in conjunction with Google Translate. He recommended searching for blogs in Japanese for deep dives on businesses brought up by the screener. Examples of such blogs are:

https://tsubame104.com/archives/category/%e9%8a%98%e6%9f%84%e5%88%86%e6%9e%90
https://net-net-value.com/totalranking/
https://tsubame104.com/archives/5126
https://toushi-matomeblog.com/
https://tsubame104.com/

CTC's Twitter has his portfolio pinned. During the interview we discussed Eiwa (https://www.eiwa-net.co.jp/english/).
As such, CTC gave us a great overview of the Japanese market and some useful tools to find one’s way around it as an outsider.
Perhaps the most important thing, however, was the discussion at the beginning on how Japan isn’t the dull place it has long been thought to be. It has grown at the same rate as Western markets in the past ten years, for example. With half the market available for purchase net of cash, much opportunity awaits for activist investors.

As an aside, here is a very popular recent ergodicity tweet. 
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We solve the mathematical problem of causing an enormous increase in one's bank account balance through human effort. The podcast therefore has two themes, mathematics and human behaviour. Together, behavioural investing. We take a first principles approach by summarising scientific studies and interviewing psychology and mathematics researchers. This will show us the first principles. We will then reason from these first principles to the best strategy to cause optimal human investing behaviour.
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