This week, Mike and Emmet head to Japan in search of overlooked growth stocks.

Japan is home to some of the world's oldest businesses, with more than 140 companies claiming histories of over 500 years. Many of them have survived by following two simple rules: hold plenty of cash and avoid debt. But after decades of economic stagnation, a new wave of corporate reforms is pushing Japanese businesses to become more growth-oriented and shareholder-friendly.

To uncover some of the market's most promising opportunities, Emmet screens the entire Japanese stock market for companies with market caps below $20 billion, strong returns on equity, high returns on invested capital, and rapidly accelerating revenue growth.

One company that stands out is Sanrio (8136.T), the owner of some of Japan's most recognizable intellectual property. Despite growing revenue at an impressive pace in recent years, its valuation has actually become cheaper relative to its historical averages—a combination investors rarely get to see.

Mike then pitches his favorite company of the bunch: Smaregi (4431.T), a fast-growing software business often described as Japan's answer to Square. While countries like China and South Korea have embraced digital payments, Japan remains surprisingly dependent on cash. As the country pushes toward a cashless future, Smaregi's point-of-sale and merchant software platform could be perfectly positioned to benefit.

The pair also explore VRAIN Solution (135A.T), an AI-powered manufacturing software company helping factories automate quality control and safety inspections, ANYCOLOR (5032.T), one of the most unusual media businesses you'll ever encounter, and BuySell Technologies (7685.T), a fast-growing platform capitalizing on Japan's booming second-hand luxury and collectibles market.

Finally, Emmet shares his favorite idea from the entire list: OneCareer (4377.T), a founder-led recruitment and career platform that combines elements of LinkedIn, Glassdoor, and SaaS software. With revenue growing more than 40% annually and returns on equity continuing to climb, it could be one of the most compelling small-cap growth stories in Japan today.

Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/

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00:00 Intro

01:02 The Japanese Stock Market
10:37 Sanrio Breakdown
15:08 Smaregi’s Cashless Wave
26:32 Vrain AI Factories
30:22 ANYCOLOR VTuber Empire
34:37 BuySell Technologies
37:14 OneCareer HR Data SaaS

This week, Mike sits down with Neeraj Khemlani and Matthew Ankrom, the minds behind The Coffee Can Investor, to discuss one of our favorite investing topics: finding and holding stocks capable of returning 100x.

We open with Neeraj and Matthew walking us through the story behind the "coffee can" strategy. Inspired by an old investing experiment, Matt set out to build the ultimate long-term portfolio for his three daughters, a collection of businesses he hopes could one day be worth hundreds of millions of dollars. But what exactly makes a 100-bagger?

Drawing on years of research, Matt explains the common traits shared by some of the greatest stock market winners of the last half-century. His research found that many were founder-led, generated recurring revenue, operated in seemingly boring industries, and consistently reinvested capital at high rates for decades.

The vast majority weren't flashy consumer brands or cutting-edge tech companies. Instead, many were business-to-business operators providing mission-critical products and services, think nuts and bolts, seals and gaskets, and industrial supplies.

Of course, finding a 100-bagger is only half the battle. Holding one is much harder.

The average 100-bagger endured drawdowns of roughly 70% on its journey, giving retail investors an edge. Unlike professional fund managers, individual investors aren't forced to think in quarters or even years, they can think in decades.

We also discuss the mathematics of compounding, why exponential growth is so difficult for humans to grasp, and how even Warren Buffett accumulated the vast majority of his wealth later in life.

Finally, Matt shares one of his favorite potential future 100-baggers: TechnologyOne (ASX: TNE), an Australian software business quietly embedding itself into the daily operations of universities and local governments while investing heavily in AI-powered products.

Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

Click here to join now or email frank@mywallst.com for a deal.

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

01:17 Coffee can origin story

05:28 Identifying hundred baggers

13:35 Holding through drawdowns

24:49 Retail investors hidden benefit

30:56 Investicon

33:07 Finding 100-baggers in the current market

35:50 Matt’s favorite 100-bagger

45:15 Why write The Coffee Can Investor

48:34 Building a financial legacy

This week, Mike sits down with investor and author Ben Carlson to discuss the habits, mindsets, and mistakes that define successful investing.

We start with the two variables Ben believes matter more than anything else: your time horizon and your risk profile. While most investors focus on picking the right stocks, Ben argues that understanding your willingness, need, and ability to take risk is far more important and often the difference between staying the course and making costly mistakes.

From there, we talk market history. Ben explains why studying past booms and busts isn't about predicting the future but understanding the range of outcomes markets are capable of producing. History teaches us how quickly sentiment can swing from euphoria to panic and why investors should always expect the unexpected.

We also tackle one of investing's most persistent temptations: market timing. Ben argues that trying to jump in and out of markets introduces more problems than it solves, creating a psychological battle that's incredibly difficult to win consistently. To combat the temptation, Ben proposes his concept of a "fun account"—setting aside a small portion of your portfolio for speculation, trading, crypto, or whatever scratches your investing itch. Done correctly, it can help investors stay disciplined with the other 90% of their wealth while learning just how difficult it is to outperform a simple buy-and-hold strategy.

With AI stocks soaring and trillion-dollar IPOs dominating headlines, we naturally have to talk today's market environment. Ben reflects on how technological revolutions have always created uncertainty, why comparing today's AI boom to previous market manias is both useful and dangerous, and why keeping an open mind remains essential for investors. He also explores why markets seem to move faster than ever before.

Finally, Ben explains why optimism may be an investor's most important asset. While crashes, recessions, and bear markets are inevitable, long-term investing ultimately requires a belief that businesses, economies, and human innovation will continue moving forward.

Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

Click here to join now or email frank@mywallst.com for a deal.

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro02:47 Time Horizon And Risk06:20 Why Market Timing Fails11:46 The Fun Account Idea20:22 Trillion Dollar IPOs

21:39 Promo

23:49 Ben on Space X’s IPO28:41 Why Markets Move Faster35:13 Importance of Optimism44:01 Preparing For Big Drawdowns