The third issue of Uguisu Value is now available. My best idea featured in this third issue is a micro-cap that I think can easily double over the next year. I continue to find the best value and upside (MOS with 100%-plus upside potential) among Japanese smaller cap companies. Uguisu Value embraces fundamental research, portfolio concentration and looks for asymmetrical (reward/risk) opportunities typically relying on Japanese language sources (also, featured companies may not have English securities filings or financial reports). See this link for subscription details or scroll below for recent updates.