More Unknown Optics Plays

This week's Twitter roundup illustrates why we like Seikoh Giken

By reading this, you acknowledge our disclaimer.

Dear subscribers,

This is a roundup of tweets that caught our attention this week. As before, we are trying to surface new ideas or pick up chatter about existing ideas.

First, a quick nod to the 28 new paid subscribers since our last post. Thank you - nothing has motivated me as much as knowing that busy people are prepared to pay for this work. The Substack leaderboards and badges are great fun but most importantly, it has made me a less lazy steward of my own capital.

To head off any disagreement, an Unknown play is defined as any company not mentioned in the dozens of comments on Vikram Sekar’s tweet about optics (and its retweets). Those tweets collectively amassed more than a million impressions.

This post discusses:

1. Enplas Corporation

2. Japan Pure Chemical

3. Fujibo Holdings

4. Nittobo and Nan Ya (in passing)

5. Daikin

6. Exeo Group

7. Wasion Holdings