#54 Gabriel Colominas Bigorra - Japan's Hidden Opportunity

Most investors write Japan off. Too slow. Too opaque. Too different.

Gabriel Colominas Bigorra has spent over a decade finding deeply undervalued companies in Japan's small-cap market, trading at 2, 3, sometimes 5 times free cash flow while the rest of the world looked the other way.

In this episode, we get into why Japan is still one of the most mispriced markets, how a landmark governance reform is quietly changing everything, and what it actually takes to unlock value when you are an outsider in one of the world's most relationship-driven business cultures.