Continuous Compounding Overview
A menu/directory of what my Substack has to offer
Hey Continuous Compounders,
This post is for new and returning readers looking for a quick directory of what my Substack has to offer.
I write about undervalued stocks globally. A lot of my attention has been on Japan over the last year, as many of you have noticed, but I am not bound by this market. Occasionally I’ll come across a special situation and write about it.
I don’t release research unless it is:
actionable
undervalued
an investment I would consider for my own portfolio (I am always eating my own cooking, hence I am usually long everything I pitch)
developed conviction through research and due diligence (in cases where I don’t have conviction, I’ll state this is simply an idea-gen post)
This is my YTD performance in my personal portfolio (as of the date of the release of this post):
*Past performance is not indicative of future performance. The above image should not be treated as an indicator that I have superior investment skill or proof that I can beat the market. I could just be on the favourable side of variance.
**I am not obligated to release my portfolio performance in the future.
For the month of December I am focusing on YouTube video production; hence I have put my paid sub on pause until I can release new stock pitches on my Substack.
The following is a curated menu/directory of what Continuous Compounding has to offer. Enjoy!
Links Last Updated: June 18th, 2025
Stock Pitches:
Free:
Uncovering the Pachinko Industry Part 1 -link
Uncovering the Pachinko Industry Part 2: Pachinko Peripheral Companies -link
Fast Fitness Japan Deep Dive (TSE 7092) - link
AGF Management Limited Quick Pitch - Q3 (TSX AGF.B) - link
Furyu Corporation (TSE 6238) - link
SK Japan Ultra Quick Pitch (TSE 7608) - link
Round1 Quick Pitch (TSE 4680) - link
Haier Smart Home Quick Pitch (FWB 690D) - link
Paid:
Issue #1: Live Streaming Top 5 Stock Ideas - link
Glory 6457 Deep Dive (Free preview) - link
AGF Management Limited Part 2 (TSX AGF.B) - link
SK Japan Deep Dive (TSE 7608) - link
Round1 In-Depth Analysis (TSE 4680) - link
Haier Smart Home 690D Full Equity Research Package (FWB 690D) - link
YouTube:
Livestreaming:
Japanese Company Handbook Challenge - link
Research With Me! - link
Long-Form:
My Honest Experience at the Berkshire Hathaway Annual Meeting - link
Top 5 Tools to Read Japanese Filings - link
Day 2 : Berkshire Hathaway Annual Meeting Travel Vlog - link
Day 3 : Berkshire Hathaway Annual Meeting Travel Vlog - link
Shorts:
AGF.B Minute Stock Pitch - link
Day 1 : Berkshire Hathaway Annual Meeting Travel Vlog - link
Podcast:
SK Japan (7608) Stock Pitch - link
Other Interesting Articles:
Free:
How to Navigate Japanese Filings Without Knowing Japanese - link
How Much Does it Cost to Attend the Berkshire Hathaway Annual Shareholder Meeting? - link
Why am I going to Omaha Nebraska? - link
Dividend Investing is Overhyped - link
Mental Model: GTO and Exploitative Play - link
Mental Model: Expected Value and Variance - link
Fake martial arts and the World of Investing - link
What are “Business Economics” - link
Paid:
Business Economics of Gachapon - link
Quick Thoughts on AEON Fantasy (TSE 4343) - link
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Give Me A Follow On My Other Social Media Accounts:
Twitter ←More active on X than any other platform
YouTube ←Video Content. More content to come on this platform.