INVESTMENT COMPASS

Structure your investing.

KABUTRACK turns public information into practical notes for long-term investors.

Investment strategy

  1. [2026 Update] Complete Guide to Japanese Semiconductor Stock Investing (Part 2): Process Rankings, 20 Promising Stocks Database, and How to Choose by Investment Style

    This is Part 2 of the 20-stock Japanese semiconductor guide. Part 1 covered the latest market conditions as of June 20...

  2. [2026 Update] Complete Guide to Japanese Semiconductor Stock Investing (Part 1): AI, HBM, and the Semiconductor Value Chain Explained

    As of June 2026, semiconductor demand remains strong around AI servers, HBM, and advanced packaging. At the same time,...

  3. Should You Buy NEC Capital Solutions' Corporate Bond? Coupon, Credit Risk, And Inflation Resilience For The 31st Bond

    NEC Capital Solutions' 31st unsecured yen-denominated bond is a domestic corporate bond for individual investors, with...

  4. New Price Formation Theory | Capital Markets: Who Decides Stock Prices?

    In capital markets, a company's price, its stock price, is determined every day.

  5. New Price Formation Theory | Data Markets: Who Decides the Price of Data?

    "Data is the oil of the 21st century."

  6. New Price Formation Theory | Foreign Exchange Markets: Who Decides the Price of the Yen?

    An exchange rate is not merely a conversion ratio between two currencies.

  7. New Price Formation Theory | Financial Markets: Who Decides the Price of Money?

    Interest is the price of money.

  8. New Price Formation Theory | Who Decides Prices?

    Stocks, wages, interest rates, foreign exchange, and real estate prices all move our society through prices.

  9. Should You Buy SoftBank Group's 9th Hybrid Bond? Indicative Coupon Of 4.80-5.60% And Subordination Risk

    On May 25, 2026, SoftBank Group announced the issuance of a domestic hybrid corporate bond mainly targeted at individu...

  10. New Price Formation Theory | Labor Markets: Who Decides Wages?

    On June 2, 2026, according to multiple reports, the Japan Fair Trade Commission conducted on-site inspections of five...

Use evidence before emotion.

EarningsStart from company disclosures and business changes.
ValuationSeparate fundamentals, price, and market positioning.
Time HorizonDistinguish short-term news from long-term drivers.