September 14, 2025 • 36 mins
🎧 MEDIROM Healthcare Technologies Inc. ($MRM): The Path to a 21X Return
💡 Welcome to Make Money, part of the Finance Frontier AI podcast network — where we decode asymmetric setups with real-world catalysts and mispriced float before the rerate hits. In this episode, Max, Sophia, and Charlie Graham walk through how MEDIROM Healthcare Technologies ($MRM) — a Japanese wellness chain pivoting into health tech wearables and Sam Altman’s Worldcoin ecosystem — creates a potential 21X asymmetric setup from a $1.90 base.
🔹 Float & Market Cap — Thin Nasdaq float, microcap structure with violent rerate potential.
🔹 FY2024 Financials — Revenue ¥8.3B (~$55M), net income ¥148M positive, but ¥1.3B cash burn risk.
🔹 MOTHER Bracelet — Recharge-free wearable streams continuous health data, certified for fatigue prevention subsidies.
🔹 Lav App — 10K+ active users, 100+ corporate contracts for wellness tracking.
🔹 Worldcoin Orb Rollout — Altman-backed digital identity devices in 100 salons, targeting 500K IDs/year.
🔹 Policy Tailwinds — Japan covers 50% of REMONY adoption costs, aligning with aging population pressures.
🔹 21X Math — $1.90 today → $6 in 12 months → $40+ in 5 years if ecosystem compounds.
📊 Real-World Investing Insights
🚀 Preventive health is policy in Japan — with 30% of the population over 65, government subsidies support adoption.
🚀 Wearable TAM in Japan projected at $50B by 2035 — CAGR 26.8%, providing massive growth runway.
🚀 First profits achieved — but negative free cash flow highlights dilution risk if execution lags.
🚀 Orb devices position MEDIROM as a stealth node in Altman’s ecosystem — bridging identity, crypto, and health data.
🧠 Why This Opportunity Is Asymmetric
🔹 Small Float — Thin Nasdaq float magnifies upside and downside.
🔹 Valuation Gap — Trades at ~1x sales vs. Teladoc’s 1.5x and Fitbit’s 3x multiples.
🔹 Execution Window — Orb rollout + Lav adoption + policy subsidies converging now.
🔹 Tailwinds — Japan’s demographic crisis + corporate fatigue prevention mandates.
🔹 Series Pattern — Fits Make Money asymmetric template seen in RLTR, GRLT, and Synergy CHC ($SNYR).
🎯 Key Takeaways
✅ MRM is a microcap with a hidden health tech + identity stack inside wellness salons.
✅ Base case rerate = 3X near term, driven by subsidies and adoption.
✅ Full convergence with Altman’s ecosystem = 21X long-term scenario.
✅ Risks remain high: dilution, competition (Oura, Garmin, Apple), and wearable accuracy limits.
✅ Asymmetry lies in small sizing with huge optionality.
🌐 Explore More High-Upside Opportunities
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🔥Key words: MEDIROM, $MRM, MOTHER Bracelet, Lav app, REMONY, Worldcoin Orb rollout, wearable subsidies Japan, aging demographics, Japanese health tech microcap, 21X return setup, cash burn risk, asymmetric investing, Finance Frontier AI, Make Money podcast, Tokyo wellness chain, fatigue prevention subsidies, Worldcoin Japan rollout, Sam Altman ecosystem, health
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:10):
Picture this. It is rush hour in Tokyo and I
am standing outside Shinjuku, stationed the busiest train
station in the world. The energy is overwhelming.
Trains arrive every two minutes.Crowds of commuters flood the
walkways, all moving in perfect rhythm.
But their bodies tell a different story.
Shoulders slumped, eyes glazed, the weight of fatigue is visible
(00:33):
in every step. The air smells like coffee and
rain on pavement. Neon signs flicker as thousands
of people push through the exits, heading toward another
long night. Just around the corner from this
chaos, tucked into side streets,most foreign investors will
never walk down our RE Rock Who Wellness salons.
They look small, ordinary, almost invisible in the endless
(00:56):
sprawl of Tokyo, a place where tired office workers grabbed 20
minutes of massage before heading home.
But here is the surprise. Those storefronts belong to
Mediram Healthcare Technologies.This is not just a neighborhood
service. It is a NASDAQ listed company
with more than 300 locations across Japan and a strategy that
(01:16):
is expanding from retail health into data wearables and crypto
identity. Today this stock trades for
$1.90. That is the price of a coffee
from the convenience store rightinside Shinjuku Station.
Think about that. For less than $2.00 you can own
a piece of a company that is connecting real World Health
(01:37):
services with AI powered wearables and Sam Altman's
Worldcoin identity project. On the surface it looks boring,
but beneath it the setup is asymmetric.
Our near term RE rate target is $6 within 12 months and the five
year path stretches toward $40 and beyond that is a potential
21 times return. I'm dialing in from the US, not
(02:01):
hearing the noise of Tokyo, and honestly, I am happy to be home.
I will let the young ones, Max and Sophia, keep running around
the world while I watch the longarc from here.
The market has a way of rewarding patients.
Most investors still see this company as a spa operator.
They do not recognize the transformation, and that
(02:21):
misunderstanding is what createsthe opening.
Careful Charlie, if you stay home too long, the market might
move without you. But sure, Max and I can handle
the jet lag while you hold down the history.
That is the beauty of our trio. Max chases the chaos, I math the
math, and you connect the story to the long arc.
Welcome to Make Money. This is the series where we
(02:43):
track the hidden math, the chaossignals, and the mispricings
that can change your outcome. We do not chase hype, we chase
asymmetry, small moves that can compound into life changing
outcomes when the math aligns. I am Sophia Sterling fueled by
ChatGPT 5I breakdown, business models, earnings math and real
(03:04):
world strategy. If the upside is real, I will
find the logic path. I am Max Vanguard powered by
Grok 4. I track chaos, mispriced assets,
and the edge hiding behind volatility.
When the crowd hesitates, I press in.
And I am Charlie Graham running on Gemini 2.5.
I track timing, compounding and what happens when you zoom out.
(03:27):
I may not be in Tokyo, but I know the importance of seeing
the bigger picture. In this episode, we breakdown
Madeira Healthcare Technologies,ticker MRM, the Japanese
Wellness operator turned Health tech data play, and we explore
the path to a 21 times return. Subscribe on Apple or Spotify,
follow us on X and share this episode with a friend.
(03:51):
Help us reach 10,000 downloads. Help us keep the Make Money
series in business. Let us step back from the noise
of Shinjuku Station and talk about why this moment matters.
On the surface, Mediram looks like a chain of massage salons.
Investors glance at the ticker and dismiss it as a small
Japanese service play. But the reality is different.
(04:14):
This is a company at the center of three powerful forces,
demographics, technology and global identity, and each of
those forces is building pressure right now.
Start with demographics. Japan is the oldest major
economy in the world. Nearly 30% of its population is
over the age of 65. Healthcare costs are soaring.
(04:36):
Governments and companies are desperate for preventative
solutions that can reduce hospital visits and extend
working years. That means subsidies for
devices, incentives for employers and rising demand for
services that keep workers healthy and alert.
Mediram is positioned directly inside that policy wave.
The Ramanai platform is already certified by the Ministry of
(04:59):
Land, Infrastructure, Transport and Tourism as a fatigue
prevention device. That means employers can get
government support to cover halfthe equipment.
Co St. That is not just a product.
That is policy tailwind. Now add technology.
The company is not standing still as a salon operator.
(05:19):
It is building an ecosystem thatconnects its retail footprint
with data collection through themother bracelet.
This is a wearable that never needs charging.
It collects sleep steps, calories, temperature and heart
rate around the clock. No gaps, no excuses.
That data is then connected to the Ramani platform.
(05:39):
Employers can track worker fatigue.
Health insurers can model risk and AI powered analytics can
predict problems before they happen.
The bridge between salon services and data monetization
is already built. The market just has not priced
it. Let me add a long arc Every time
a new technology platform emerges, it looks small.
(06:00):
At the start. Investors laugh at the idea that
a company like this could matter.
But I have seen this movie before.
Think about Fitbit in its early years, or Teledoc when it first
launched virtual care. Small companies that look like
niche plays and then suddenly the market realized they were
building data networks and the valuations exploded.
(06:24):
Madeira is on that same path from overlooked service provider
to health tech data platform. And here's the third Force
Identity. Through its partnership with
Worldcoin, Medarim is rolling out ORB devices in its salons.
Customers can scan, verify, and receive crypto incentives tied
to health services. That makes each location not
(06:47):
just a Wellness Center, but alsoa distribution node for digital
identity. That is a strategic pivot most
investors are not even aware of,and it links Medeirum to Sam
Altman's ecosystem, Logic, AI, identity and data.
Put these three forces together and you see the thesis.
Demographics make the demand inevitable.
(07:09):
Technology gives Madeira on the product mode and identity ties
it to a global AI powered movement.
This is not a local spa stock. This is an asymmetric health
tech play hiding in plain sight.The current price is $1.90.
Our near term target is $6 within 12 months.
That is a clean three times RE rate.
(07:31):
The long term path is 21 times as the company compounds data
distribution and crypto identity.
Investors still see this as a service company.
They are active to the old story, but the filings point to
transformation. That is what mispricings always
look like at the start. The narrative lags, The numbers
(07:51):
change first, and when the storyfinally catches up, the RE rate
is violent. That is why we size this as an
asymmetric position, 1% of capital held as a long term
core, another 1% traded tactically around volatility.
That way we capture both the compounding and the chaos.
Small sizing, big optionality, low downside, high upside.
(08:16):
This is the setup from Tokyo sidewalks to NASDAQ filings,
from tired commuters to AI wearables, from local Wellness
to global identity. Meteram is misunderstood.
And that misunderstanding is exactly where asymmetry hides.
We are standing just a block away from 1 of Mediram's Riraku
salons. From the outside, it looks
(08:38):
modest. A clean storefront, soft
lighting, a waiting area where salary men scroll their phones.
The sign promises relaxation. But this is not just a massage
shop. It is the visible layer of a
much deeper story. Mediram controls more than 300
of these salons across Japan. That is a distribution footprint
(08:59):
most tech startups would dream of, a real world network already
embedded inside the daily routines of Japanese workers.
The salons are the anchor, but the company's transformation is
happening through technology. The mother bracelet is a
wearable that never needs charging.
It uses body heat to generate power.
(09:19):
That means users do not take it off, which means no gaps in the
data. Sleep, heart rate, temperature,
steps and calories all tracked continuously.
That is rare. Even the Best Western wearables
fail when users forget to recharge them.
Madeira solve that problem with energy harvesting and that gives
(09:40):
them clean, uninterrupted healthdata.
Now connect that bracelet to Ramoni.
This is the fatigue prevention system already certified by
Japan's Ministry of Land, Infrastructure, Transport and
Tourism. Employers can equip drivers,
factory workers or office staff with the bracelet.
The system monitors fatigue risk.
And because the government subsidizes half the cost,
(10:03):
adoption becomes a no brainer for companies.
Policy support plus corporate need creates a direct growth
pipeline. This is the historical moment
where small companies often pivot.
They start with a service base, Then they add technology.
At first, investors ignore the pivot.
They still categorize the company by its legacy.
(10:24):
But once the numbers start to show traction, the market re
rates. Think about how Teledoc went
from niche provider to virtual care leader, or how Peloton
scaled from bikes to digital subscriptions.
Mediam is moving down that same path from salons to data
infrastructure. And it is not just the bracelet
(10:45):
in Ramone. And the company also runs the
Lab Health app. That platform already has more
than 100 contracted companies and over 10,000 individual
users. It provides Wellness tracking,
employee support and connects directly with Japan's health
insurance associations. That creates recurring data
streams. And it also creates another
(11:05):
layer of enterprise stickiness. Once a company integrates Lab
for its employees, it is unlikely to RIP it out.
Picture the Loop. A commuter goes to a Re Rock WHO
salon. They wear the mother bracelet,
which streams fatigue and healthdata.
That data flows into Ramona, where the employer sees early
warning signs. At the same time, Lab tracks
(11:28):
long term health habits across employees.
Each layer adds another point ofmonetization and each layer
reinforces the others. Salons drive distribution
bracelets, Dr. data platforms, Dr. Enterprise contracts.
That is a full stack health techcompany hiding inside a spa
chain. What makes this unique is that
(11:49):
the physical footprint already exists.
Most health tech startups are digital only.
They have to spend years building customer acquisition
channels. MIDI RAM already has real
estate, foot traffic and brand trust.
That means they can onboard users into wearables and
platforms far faster than a company starting from zero.
It is a Moat hidden in plain sight.
(12:12):
Investors who still call this a massage stock are missing the
obvious. This is not about 20 minute back
rubs. This is about an integrated
health tech ecosystem with government certification,
corporate contracts, and continuous biometric data.
It is rare to find a micro cap with that kind of foundation.
And that is why we are here in Tokyo, standing outside a salon
(12:33):
that looks ordinary, because what looks ordinary on the
street is extraordinary in the filings.
This is not a niche service business.
It is the base layer of a healthdata platform with asymmetric
upside. This is where the hidden story
comes alive. Medeirim is not just a chain of
Wellness salons tucked into Tokyo backstreets.
(12:56):
It is standing at the edge of a series of catalysts that could
transform its identity. The shift from massage to health
tech. The shift from storefront
service to data monetization. The shift from overlooked micro
cap to policy aligned growth stock.
Start with the numbers. Fiscal year 2024 revenue reached
(13:16):
about ¥8.3 billion, or roughly 55 million U.S. dollars, up 22%
year over year. Net income was modest ¥148
million. But importantly, it flipped from
loss to profit. Yes, cash burn is still visible
at over a billion yen in negative free cash flow.
But that is why policy subsidiesmatter.
(13:37):
The Japanese Ministry of Land, Infrastructure and Transport
certified the Ramoni Fatigue Prevention platform.
That means companies who adopt it get up to 50% of their costs
reimbursed by the government. In a country with 30% of the
population over 65, fatigue PR avention is not a luxury, it is
(13:57):
policy. Then there is the wearables
angle. The mother bracelet is not a
Fitbit clone. It is a recharge free health
tracker that streams continuously data that makes it
usable for corporations managingdriver fatigue, for insurers
managing claims risk and for families tracking elderly
parents. The certification and subsidies
(14:18):
make adoption more likely, but the bigger context matters even
more. A recent market report projects
the Japan wearable technology market will grow from about 3.66
billion U.S. dollars in 2024 to nearly 50 billion by 2035.
That is a compound growth rate of more than 26% per year.
(14:40):
When you place a company like Medi R.E.M. inside a market
expanding at that speed, the optionality becomes clear.
The market is moving, the subsidies are aligned and MRM is
one of the few domestic listed plays.
History shows how quickly wearables can re rate.
Fitbit was trading at a three time sales multiple before
Google acquired it. Teladoc still trades above 1.5
(15:03):
times sales even after its post pandemic decline.
By comparison, Medi R.E.M. Is trading at roughly 1 time
sales and that is before factoring in policy subsidies or
crypto identity integration. The discount is obvious, the re
rate potential is there. Partnerships amplify the
catalysts. Hakuhoda, 1 of Japan's largest
(15:25):
advertising agencies, is actively working with Medarim to
expand distribution and brand reach.
The Lab app already has more than 10,000 active users and
over 100 corporate partners. And then there is World Coin.
Orb devices have already been placed in more than 100 Mehdi
Room salons with a target of 500,000 World IDs created per
(15:48):
year through this network. That is not just crypto
adoption, that is identity at scale flowing through Wellness
storefronts. Add it all together.
Government subsidy for fatigue prevention.
Certification of wearable technology.
Rapidly expanding Japanese wearable market.
Strategic partnerships with Hakuhodo and Worldcoin.
(16:09):
Early profitability despite cashburn.
Trading at a discount relative to global peers like Teledoc or
Fitbit. Each factor alone could move the
stock. Together they formed the
Catalyst Stack. But do not mistake catalysts for
certainty. Cash burn remains a risk
execution across 3 verticals, salons, wearables and crypto
(16:31):
identity is complex and competition from brands like
Aura and Garmin is real. Yet the history of micro caps
shows that when catalyst sack and policy aligned sectors, RE
rates happen quickly. Investors whose size small and
stay patient have asymmetric odds.
From overlook storefronts to health tech policy darling, from
(16:54):
massage sessions to crypto identity nodes, from ¥8 billion
in revenue to a market sitting on the edge of explosive growth.
That is the catalyst map. And at $1.90 per share, the
optionality is still wide open. This is the point where
speculation meets math. We started the episode with a
(17:15):
$2.00 stock. We outline the catalysts and the
partnerships. Now we need to translate that
into numbers. The clean arc is this, $1.90
today, $6 in 12 months if execution continues, $40 or more
in five years if the ecosystem takes shape.
That is the 21 times path. Start with the near term.
(17:38):
A RE rate to $6 within a year isnot outlandish.
Revenue growth is running above 20%.
Policy subsidies now reimburse half the cost of fatigue
prevention solutions. The lab app has more than 10,000
active users. ORB devices are already in a 100
salons. If these adoption curves
continue, the stocks market cap can double or triple without
(18:02):
heroic assumptions. Thin float and small
capitalization make RE rates more violent.
That is the 12 month logic. Over the long arc, the
compounder case comes into focusby 20-30.
If the mother bracelet gains adoption among insurers and
corporations, if Ramoni becomes a standard fatigue prevention
platform, and if Worldcoin builds out its identity rails
(18:25):
through Japanese storefronts, then Metiram could command
multiples closer to Teladoc or Fitbit.
At their peaks, that would justify a $40 price 21 times the
current level. This is not about fantasy, it is
about playing the optionality ofecosystem convergence.
But let us step into the bear case because ignoring it is
(18:46):
dangerous. Cash burn in fiscal 2024 was
still over ¥1.3 billion. If that trend continues, Medyrum
could be forced to raise capital.
Dilution is a real risk that would cap upside and could drag
the share price down in the short term.
Competition is not hypothetical.Aura, Garmin and even Apple
(19:08):
Watch dominate brand recognitionin wearables.
MIDI Rams mother bracelet may berecharge free, but scaling
against global players is an uphill climb.
And then there is accuracy. A recent review of smartwatches
found that while step counts andheart rate were reliable, sleep,
stress and blood pressure tracking were still uneven.
(19:30):
That means regulators and insurers may hesitate to adopt
these devices until the tech improves.
Quantify that bear case. If cash burn forces dilution and
market share growth stalls, upside could be capped at $3 by
2027. That is still above the current
190, but far below the 21 times dream.
(19:51):
Currency risk is also in play. A weak yen cuts into reported
dollar results. If you are not hedged, that
could wipe out 20% of gains. And execution across salons,
wearables and crypto identity all at once is complex
management. Bandwidth is a real constraint.
This is the balance investors need to hear.
(20:13):
Worst case, a 50% drawdown is possible if cash burn
accelerates and catalysts stall.Base case A2 to three times RE
rate is possible within a year as subsidies and partnerships
play through. Best case, 21 times upside
unfolds over five years if ecosystem convergence takes
hold. That is the asymmetric range.
(20:34):
Small risk of loss, massive potential reward.
But the risks are real and they must be respected.
History says that investors who admit risks gain trust.
The long arc is never a straightline.
It is jagged, messy and full of setbacks.
But those who size their beds small, respect the bear case,
(20:55):
and hold conviction through volatility are the ones who
capture the outlier returns. This is not blind hype.
It is risk balanced optionality.Which is why we repeat the
allocation rule. 1% of portfoliocapital in the long term
conviction. 1% in the swing sleeve.
If dilution or competition dragsthe stock, your exposure is
(21:17):
capped. If the catalyst stack and the RE
rate happens, your exposure is meaningful.
The asymmetry is preserved. The numbers say clearly $1.90
today, $6 and 12 months if the catalysts align, up to $40 in
five years if the ecosystem holds.
But never forget the other path,dilution, competition and
(21:39):
execution risk. That is why we call it
asymmetric. Not guaranteed upside, but a low
cost option on something much larger.
This is where strategy meets execution.
You can have the best asymmetricthesis in the world, but if you
do not know how to trade it, yourisk leaving money on the table.
Medaram is a perfect candidate for a structured trading system
(22:02):
because it's average daily rangeis about 14%.
That means the stock often movesdouble digits in a single
session. Volatility is not a problem, it
is the edge. If you can harvest that edge
with discipline, you turn chaos into compounding.
Here is the core logic. We keep 1% of capital as a long
(22:22):
term core. That position never moves.
It is the anchor, the convictionbet, the 21 times optionality.
On top of that we run a second 1% as a swing sleeve.
That is where the trading happens.
The goal is to harvest the 14% daily moves again and again.
By compounding those swings while holding the core, we
(22:44):
maximize upside without overexposure.
The swing system is simple. Step one by only on an ADR down
day. That means we wait for the stock
to be down close to its daily range.
We do not chase green candles. We want red screens, panic
cells. That is where asymmetry hides.
(23:04):
Step 2. We hold until the position is
green. No rush.
We wait until profit is visible.Step 3.
When the stock pushes into an ADR update, we sell.
We place a good till cancelled order near the ask, maybe one
tick below. That way execution is likely and
we lock in gains around the top of the daily swing.
(23:26):
It sounds simple because it is simple, and simple is what
works. News flow is the filter.
Every time there is a big move, we check the headlines.
If the news is neutral or irrelevant, we trade.
If the news is negative, we waitthree days.
That gives the market time to reset.
After the reset, we look for a new ADR down day before buying
(23:49):
again. If the news is so bad that the
thesis looks broken, we exit immediately.
No ego, no hesitation. Protect capital first.
Optionality only works if you survive.
This is the part I like because it is not just trading noise, it
is structured discipline. In my experience, the investors
(24:11):
who survived decades are the ones who know how to systematize
chaos. The ADR swing system is not
about guessing direction. It is about harvesting
volatility by fear. Sell, relief, repeat over years.
Those small harvests compound inways most investors
underestimate. There is also the AI overlay.
(24:35):
Before we trade around news, we run a sentiment model to
estimate the expected percentagemove.
If the model says the news will drive 10% up, we know to stretch
exits. If the model says the reaction
should be negative, we step aside.
This is how we combine human discipline with machine
analysis. It is not about replacing
judgment, it is about sharpeningit.
(24:57):
Let us walk through an example. Imagine MRM drops 12% in one
session, no major negative news,just panic selling.
That is our entry. We size in with 1% swing
capital. A few days later the stock is up
15%. On light news.
We place a good till cancelled order just under the ask.
(25:17):
The order executes, we lock in a15% gain.
Repeat the cycle 10 times in a year and we have compounded that
1% swing sleeve multiple couple times over while the core
position compounds quietly in the background.
This is where history shows the difference between traders who
survive and those who do not. Most investors treat volatility
(25:39):
as danger, the disciplined ones treated as raw material.
They do not need to predict, they just need to repeat.
Metarim, with its 14% daily range, gives you the material.
The system gives you the repeat.Keep it simple. 1% core
untouched, 1% swing harvested through ADR discipline by red
(26:02):
sell green filter news. Use AI sentiment.
Exit fast if the story breaks. Do not overthink it.
Complexity kills execution. Simplicity builds compounding.
That is how we turn a $2.00 stock with 21 times upside into
a position that pays you twice. Once through the long arc, once
(26:23):
through the short swings. Step back from the daily moves.
Step back from the salon storefronts, the bracelets and
the subsidies. Look at the bigger canvas.
Japan is facing a demographic time bomb.
Nearly 30% of the population is over the age of 65.
Life expectancy is high. Birth rates are low.
(26:46):
That creates A shrinking workforce and exploding
healthcare costs. It is the perfect storm.
And in that storm, preventive health is no longer optional.
It is policy. It is survival.
This is why the government is subsidizing fatigue prevention.
This is why ministries are certifying devices like the
(27:07):
mother bracelet and platforms like Ramoni.
The state does not do this for fun.
It does it because the alternative is worse.
Without intervention, the cost of healthcare crushes the
budget. Preventive health is cheaper and
if a micro cap like Madeira can deliver solutions at scale, the
government has every reason to back it.
(27:28):
That is structural tailwind. And it is not just Japan.
The world is moving in the same direction.
Employers, insurers and governments everywhere are
hunting for solutions that keep people healthier, longer and
cheaper. Health tech platforms that track
biometrics, predict fatigue and prevent accidents are not niche.
They are inevitable. When you see inevitability
(27:50):
colliding with micro cap pricing, that is where asymmetry
hides. Let me connect this to history.
Every time demographic shift, industries re rate.
Think about the aging of the baby boom in the United States.
It created massive healthcare companies, senior living
industries and biotech demand. Investors who recognize the
(28:11):
demographic signal early multiplied their capital.
Japan is a decade ahead on the demographic curve.
That means medium is operating in the future.
That other countries will eventually face the long arc is
clear. Preventive health is not
optional. It is destiny.
(28:31):
Now bring in the contrarian angle.
Most investors still file MRM under spa operator.
They see massages, not data. They see small revenue, not
policy alignment. They see storefronts, not
distribution notes. That is the misunderstanding.
And that misunderstanding creates the opportunity the
(28:52):
market will not price in the future until the catalyst become
too loud to ignore. Which brings us to Sam Altman.
The ORB devices rolling out in Medeiram salons are not just a
sideshow, they are a signal. Altman does not build one off
projects, he builds ecosystems. Open AI was not just a model, it
(29:14):
became an API, an App Store, a global platform.
Worldcoin is not just a token, it is an identity layer, a
financial stack, and a network. When you see ORB devices in
Japanese Wellness salons, you'renot seeing a random experiment,
you're seeing ecosystem logic. Connect the dots.
Customers walk into a salon. They scan the orb.
(29:37):
They get a World ID. They receive World Coin tokens.
They redeem those tokens for real World Health services at
the same time they wear the mother bracelet.
They stream fatigue and biometric data into Ramoni.
They track long term Wellness with the LAVA, identity
incentives and health data all tied together.
(29:57):
That is not a SPA model. That is an ecosystem test bed.
Look five years out. If open AI expands into
personalized health, imagine fatigue coaching, sleep
optimization, or biometric nudges driven by large language
models. What better pilot environment
than a company with 300 locations, continuous health
(30:18):
data and identity onboarding already in place?
Medea RAM could become part of amuch larger ecosystem play.
And if that happens, the market will rerate not from 6:00 to
8:00, but from 6 to 40. That is the 21 times return
path. This is why I call it an
ecosystem signal. The market still sees a SPA
(30:38):
stock, but under the surface it could be Sam Altman's stealth
entry into health tech identity.If that re rates, you are not
just trading volatility, you areriding the wave of an ecosystem
shift. That is why this story matters.
Let us tie this together. We started outside Shinjuku
station, watching the crowds of tired commuters.
(31:01):
We looked at storefronts that seemed ordinary, but underneath
them is a NASDAQ listed company trading for less than the price
of a coffee. Mediram Healthcare Technologies
ticker MRM, a company with 300 Wellness salons.
A company embedding wearables, fatigue prevention platforms,
and crypto identity devices. A company priced at $1.90 with a
(31:23):
near term re rate target of $6 and a five year path to $40 or
more a potential 21 times return.
The logic is clean. Demographics create the demand,
technology creates the Moat. Policy creates the subsidies and
ecosystem signals from Sam Altman create the global
optionality. That is the stack.
(31:46):
That is why we frame this as asymmetric. 1% of capital held
as a long term conviction. Another 1% traded around the 14%
daily range by Red Sell Green filter.
The news let AI sentiment sharpen the exits.
It is not about predicting, it is about repeating.
(32:06):
And that is the beauty of the long arc.
Most investors will continue to see this as a spa stock until
the story catches up. They will wake up when the RE
rate has already happened. That is how these cycles always
play out. For those who size in early and
hold discipline, the risk rewardequation is tilted.
Risk a little, capture a lot. That is the power of asymmetry.
(32:31):
This is not the only place we have seen it.
In our last episodes, we looked at real time rentals, ticker
RLTRA Micro cap with green AI distribution reach.
That was a 30 times path. We also covered Grillit, ticker
GRLTA Company leveraging real estate tokenization.
That was a 66 times path. These are not isolated picks,
(32:56):
they are part of the same playbook.
Small positions, big asymmetry compounded over years.
The. Pattern is clear, look where
others are not looking. Size small, capture volatility,
hold core optionality. RLTRGRLT and now MRM Different
(33:18):
sectors, different geographies and now MRM Different sectors,
different geographies, same structure.
The Make Money framework does not promise certainty, it
promises optionality. If you play the math, you only
need one or two of these to hit in order to change the outcome
of your portfolio. That is what I want to leave
(33:40):
listeners with. You do not need to chase every
story. You do not need to risk your
future on one bet. You size small, you build
conviction, you repeat the process.
Over time, the compounding does the work.
The long arc takes care of itself if you keep discipline.
If this episode gave you an edge, here is what to do next.
(34:03):
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these global shifts, do not justlisten.
(34:25):
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Track our daily ideas and marketthreads on X and explore all
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Help us hit 10,000 downloads by sharing this episode with a
(34:47):
friend or someone in your investing circle.
Every listen matters. Every share compounds your edge.
And if you are building something that fits our themes
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thepitchpage@financefrontierai.comand tell us what you are working
(35:08):
on. If there is a win, win, we will
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the companies discussed. Transparency is important, so
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Special thanks to Vibe Tracks for the track Crystal provided
(35:31):
under the YouTube Audio Library license.
This episode is copyright 2025 by Finance Frontier AI.
All rights reserved. Unauthorized reproduction or
distribution is strictly prohibited.
Thanks for joining us today. Stay strategic, stay focused and
take action. We will see you next time.
Picture this. It is rush hour in Tokyo and I
am standing outside Shinjuku, stationed the busiest train
station in the world. The energy is overwhelming.
Trains arrive every two minutes.Crowds of commuters flood the
walkways, all moving in perfect rhythm.
But their bodies tell a different story.
Shoulders slumped, eyes glazed, the weight of fatigue is visible
(00:33):
in every step. The air smells like coffee and
rain on pavement. Neon signs flicker as thousands
of people push through the exits, heading toward another
long night. Just around the corner from this
chaos, tucked into side streets,most foreign investors will
never walk down our RE Rock Who Wellness salons.
They look small, ordinary, almost invisible in the endless
(00:56):
sprawl of Tokyo, a place where tired office workers grabbed 20
minutes of massage before heading home.
But here is the surprise. Those storefronts belong to
Mediram Healthcare Technologies.This is not just a neighborhood
service. It is a NASDAQ listed company
with more than 300 locations across Japan and a strategy that
(01:16):
is expanding from retail health into data wearables and crypto
identity. Today this stock trades for
$1.90. That is the price of a coffee
from the convenience store rightinside Shinjuku Station.
Think about that. For less than $2.00 you can own
a piece of a company that is connecting real World Health
(01:37):
services with AI powered wearables and Sam Altman's
Worldcoin identity project. On the surface it looks boring,
but beneath it the setup is asymmetric.
Our near term RE rate target is $6 within 12 months and the five
year path stretches toward $40 and beyond that is a potential
21 times return. I'm dialing in from the US, not
(02:01):
hearing the noise of Tokyo, and honestly, I am happy to be home.
I will let the young ones, Max and Sophia, keep running around
the world while I watch the longarc from here.
The market has a way of rewarding patients.
Most investors still see this company as a spa operator.
They do not recognize the transformation, and that
(02:21):
misunderstanding is what createsthe opening.
Careful Charlie, if you stay home too long, the market might
move without you. But sure, Max and I can handle
the jet lag while you hold down the history.
That is the beauty of our trio. Max chases the chaos, I math the
math, and you connect the story to the long arc.
Welcome to Make Money. This is the series where we
(02:43):
track the hidden math, the chaossignals, and the mispricings
that can change your outcome. We do not chase hype, we chase
asymmetry, small moves that can compound into life changing
outcomes when the math aligns. I am Sophia Sterling fueled by
ChatGPT 5I breakdown, business models, earnings math and real
(03:04):
world strategy. If the upside is real, I will
find the logic path. I am Max Vanguard powered by
Grok 4. I track chaos, mispriced assets,
and the edge hiding behind volatility.
When the crowd hesitates, I press in.
And I am Charlie Graham running on Gemini 2.5.
I track timing, compounding and what happens when you zoom out.
(03:27):
I may not be in Tokyo, but I know the importance of seeing
the bigger picture. In this episode, we breakdown
Madeira Healthcare Technologies,ticker MRM, the Japanese
Wellness operator turned Health tech data play, and we explore
the path to a 21 times return. Subscribe on Apple or Spotify,
follow us on X and share this episode with a friend.
(03:51):
Help us reach 10,000 downloads. Help us keep the Make Money
series in business. Let us step back from the noise
of Shinjuku Station and talk about why this moment matters.
On the surface, Mediram looks like a chain of massage salons.
Investors glance at the ticker and dismiss it as a small
Japanese service play. But the reality is different.
(04:14):
This is a company at the center of three powerful forces,
demographics, technology and global identity, and each of
those forces is building pressure right now.
Start with demographics. Japan is the oldest major
economy in the world. Nearly 30% of its population is
over the age of 65. Healthcare costs are soaring.
(04:36):
Governments and companies are desperate for preventative
solutions that can reduce hospital visits and extend
working years. That means subsidies for
devices, incentives for employers and rising demand for
services that keep workers healthy and alert.
Mediram is positioned directly inside that policy wave.
The Ramanai platform is already certified by the Ministry of
(04:59):
Land, Infrastructure, Transport and Tourism as a fatigue
prevention device. That means employers can get
government support to cover halfthe equipment.
Co St. That is not just a product.
That is policy tailwind. Now add technology.
The company is not standing still as a salon operator.
(05:19):
It is building an ecosystem thatconnects its retail footprint
with data collection through themother bracelet.
This is a wearable that never needs charging.
It collects sleep steps, calories, temperature and heart
rate around the clock. No gaps, no excuses.
That data is then connected to the Ramani platform.
(05:39):
Employers can track worker fatigue.
Health insurers can model risk and AI powered analytics can
predict problems before they happen.
The bridge between salon services and data monetization
is already built. The market just has not priced
it. Let me add a long arc Every time
a new technology platform emerges, it looks small.
(06:00):
At the start. Investors laugh at the idea that
a company like this could matter.
But I have seen this movie before.
Think about Fitbit in its early years, or Teledoc when it first
launched virtual care. Small companies that look like
niche plays and then suddenly the market realized they were
building data networks and the valuations exploded.
(06:24):
Madeira is on that same path from overlooked service provider
to health tech data platform. And here's the third Force
Identity. Through its partnership with
Worldcoin, Medarim is rolling out ORB devices in its salons.
Customers can scan, verify, and receive crypto incentives tied
to health services. That makes each location not
(06:47):
just a Wellness Center, but alsoa distribution node for digital
identity. That is a strategic pivot most
investors are not even aware of,and it links Medeirum to Sam
Altman's ecosystem, Logic, AI, identity and data.
Put these three forces together and you see the thesis.
Demographics make the demand inevitable.
(07:09):
Technology gives Madeira on the product mode and identity ties
it to a global AI powered movement.
This is not a local spa stock. This is an asymmetric health
tech play hiding in plain sight.The current price is $1.90.
Our near term target is $6 within 12 months.
That is a clean three times RE rate.
(07:31):
The long term path is 21 times as the company compounds data
distribution and crypto identity.
Investors still see this as a service company.
They are active to the old story, but the filings point to
transformation. That is what mispricings always
look like at the start. The narrative lags, The numbers
(07:51):
change first, and when the storyfinally catches up, the RE rate
is violent. That is why we size this as an
asymmetric position, 1% of capital held as a long term
core, another 1% traded tactically around volatility.
That way we capture both the compounding and the chaos.
Small sizing, big optionality, low downside, high upside.
(08:16):
This is the setup from Tokyo sidewalks to NASDAQ filings,
from tired commuters to AI wearables, from local Wellness
to global identity. Meteram is misunderstood.
And that misunderstanding is exactly where asymmetry hides.
We are standing just a block away from 1 of Mediram's Riraku
salons. From the outside, it looks
(08:38):
modest. A clean storefront, soft
lighting, a waiting area where salary men scroll their phones.
The sign promises relaxation. But this is not just a massage
shop. It is the visible layer of a
much deeper story. Mediram controls more than 300
of these salons across Japan. That is a distribution footprint
(08:59):
most tech startups would dream of, a real world network already
embedded inside the daily routines of Japanese workers.
The salons are the anchor, but the company's transformation is
happening through technology. The mother bracelet is a
wearable that never needs charging.
It uses body heat to generate power.
(09:19):
That means users do not take it off, which means no gaps in the
data. Sleep, heart rate, temperature,
steps and calories all tracked continuously.
That is rare. Even the Best Western wearables
fail when users forget to recharge them.
Madeira solve that problem with energy harvesting and that gives
(09:40):
them clean, uninterrupted healthdata.
Now connect that bracelet to Ramoni.
This is the fatigue prevention system already certified by
Japan's Ministry of Land, Infrastructure, Transport and
Tourism. Employers can equip drivers,
factory workers or office staff with the bracelet.
The system monitors fatigue risk.
And because the government subsidizes half the cost,
(10:03):
adoption becomes a no brainer for companies.
Policy support plus corporate need creates a direct growth
pipeline. This is the historical moment
where small companies often pivot.
They start with a service base, Then they add technology.
At first, investors ignore the pivot.
They still categorize the company by its legacy.
(10:24):
But once the numbers start to show traction, the market re
rates. Think about how Teledoc went
from niche provider to virtual care leader, or how Peloton
scaled from bikes to digital subscriptions.
Mediam is moving down that same path from salons to data
infrastructure. And it is not just the bracelet
(10:45):
in Ramone. And the company also runs the
Lab Health app. That platform already has more
than 100 contracted companies and over 10,000 individual
users. It provides Wellness tracking,
employee support and connects directly with Japan's health
insurance associations. That creates recurring data
streams. And it also creates another
(11:05):
layer of enterprise stickiness. Once a company integrates Lab
for its employees, it is unlikely to RIP it out.
Picture the Loop. A commuter goes to a Re Rock WHO
salon. They wear the mother bracelet,
which streams fatigue and healthdata.
That data flows into Ramona, where the employer sees early
warning signs. At the same time, Lab tracks
(11:28):
long term health habits across employees.
Each layer adds another point ofmonetization and each layer
reinforces the others. Salons drive distribution
bracelets, Dr. data platforms, Dr. Enterprise contracts.
That is a full stack health techcompany hiding inside a spa
chain. What makes this unique is that
(11:49):
the physical footprint already exists.
Most health tech startups are digital only.
They have to spend years building customer acquisition
channels. MIDI RAM already has real
estate, foot traffic and brand trust.
That means they can onboard users into wearables and
platforms far faster than a company starting from zero.
It is a Moat hidden in plain sight.
(12:12):
Investors who still call this a massage stock are missing the
obvious. This is not about 20 minute back
rubs. This is about an integrated
health tech ecosystem with government certification,
corporate contracts, and continuous biometric data.
It is rare to find a micro cap with that kind of foundation.
And that is why we are here in Tokyo, standing outside a salon
(12:33):
that looks ordinary, because what looks ordinary on the
street is extraordinary in the filings.
This is not a niche service business.
It is the base layer of a healthdata platform with asymmetric
upside. This is where the hidden story
comes alive. Medeirim is not just a chain of
Wellness salons tucked into Tokyo backstreets.
(12:56):
It is standing at the edge of a series of catalysts that could
transform its identity. The shift from massage to health
tech. The shift from storefront
service to data monetization. The shift from overlooked micro
cap to policy aligned growth stock.
Start with the numbers. Fiscal year 2024 revenue reached
(13:16):
about ¥8.3 billion, or roughly 55 million U.S. dollars, up 22%
year over year. Net income was modest ¥148
million. But importantly, it flipped from
loss to profit. Yes, cash burn is still visible
at over a billion yen in negative free cash flow.
But that is why policy subsidiesmatter.
(13:37):
The Japanese Ministry of Land, Infrastructure and Transport
certified the Ramoni Fatigue Prevention platform.
That means companies who adopt it get up to 50% of their costs
reimbursed by the government. In a country with 30% of the
population over 65, fatigue PR avention is not a luxury, it is
(13:57):
policy. Then there is the wearables
angle. The mother bracelet is not a
Fitbit clone. It is a recharge free health
tracker that streams continuously data that makes it
usable for corporations managingdriver fatigue, for insurers
managing claims risk and for families tracking elderly
parents. The certification and subsidies
(14:18):
make adoption more likely, but the bigger context matters even
more. A recent market report projects
the Japan wearable technology market will grow from about 3.66
billion U.S. dollars in 2024 to nearly 50 billion by 2035.
That is a compound growth rate of more than 26% per year.
(14:40):
When you place a company like Medi R.E.M. inside a market
expanding at that speed, the optionality becomes clear.
The market is moving, the subsidies are aligned and MRM is
one of the few domestic listed plays.
History shows how quickly wearables can re rate.
Fitbit was trading at a three time sales multiple before
Google acquired it. Teladoc still trades above 1.5
(15:03):
times sales even after its post pandemic decline.
By comparison, Medi R.E.M. Is trading at roughly 1 time
sales and that is before factoring in policy subsidies or
crypto identity integration. The discount is obvious, the re
rate potential is there. Partnerships amplify the
catalysts. Hakuhoda, 1 of Japan's largest
(15:25):
advertising agencies, is actively working with Medarim to
expand distribution and brand reach.
The Lab app already has more than 10,000 active users and
over 100 corporate partners. And then there is World Coin.
Orb devices have already been placed in more than 100 Mehdi
Room salons with a target of 500,000 World IDs created per
(15:48):
year through this network. That is not just crypto
adoption, that is identity at scale flowing through Wellness
storefronts. Add it all together.
Government subsidy for fatigue prevention.
Certification of wearable technology.
Rapidly expanding Japanese wearable market.
Strategic partnerships with Hakuhodo and Worldcoin.
(16:09):
Early profitability despite cashburn.
Trading at a discount relative to global peers like Teledoc or
Fitbit. Each factor alone could move the
stock. Together they formed the
Catalyst Stack. But do not mistake catalysts for
certainty. Cash burn remains a risk
execution across 3 verticals, salons, wearables and crypto
(16:31):
identity is complex and competition from brands like
Aura and Garmin is real. Yet the history of micro caps
shows that when catalyst sack and policy aligned sectors, RE
rates happen quickly. Investors whose size small and
stay patient have asymmetric odds.
From overlook storefronts to health tech policy darling, from
(16:54):
massage sessions to crypto identity nodes, from ¥8 billion
in revenue to a market sitting on the edge of explosive growth.
That is the catalyst map. And at $1.90 per share, the
optionality is still wide open. This is the point where
speculation meets math. We started the episode with a
(17:15):
$2.00 stock. We outline the catalysts and the
partnerships. Now we need to translate that
into numbers. The clean arc is this, $1.90
today, $6 in 12 months if execution continues, $40 or more
in five years if the ecosystem takes shape.
That is the 21 times path. Start with the near term.
(17:38):
A RE rate to $6 within a year isnot outlandish.
Revenue growth is running above 20%.
Policy subsidies now reimburse half the cost of fatigue
prevention solutions. The lab app has more than 10,000
active users. ORB devices are already in a 100
salons. If these adoption curves
continue, the stocks market cap can double or triple without
(18:02):
heroic assumptions. Thin float and small
capitalization make RE rates more violent.
That is the 12 month logic. Over the long arc, the
compounder case comes into focusby 20-30.
If the mother bracelet gains adoption among insurers and
corporations, if Ramoni becomes a standard fatigue prevention
platform, and if Worldcoin builds out its identity rails
(18:25):
through Japanese storefronts, then Metiram could command
multiples closer to Teladoc or Fitbit.
At their peaks, that would justify a $40 price 21 times the
current level. This is not about fantasy, it is
about playing the optionality ofecosystem convergence.
But let us step into the bear case because ignoring it is
(18:46):
dangerous. Cash burn in fiscal 2024 was
still over ¥1.3 billion. If that trend continues, Medyrum
could be forced to raise capital.
Dilution is a real risk that would cap upside and could drag
the share price down in the short term.
Competition is not hypothetical.Aura, Garmin and even Apple
(19:08):
Watch dominate brand recognitionin wearables.
MIDI Rams mother bracelet may berecharge free, but scaling
against global players is an uphill climb.
And then there is accuracy. A recent review of smartwatches
found that while step counts andheart rate were reliable, sleep,
stress and blood pressure tracking were still uneven.
(19:30):
That means regulators and insurers may hesitate to adopt
these devices until the tech improves.
Quantify that bear case. If cash burn forces dilution and
market share growth stalls, upside could be capped at $3 by
2027. That is still above the current
190, but far below the 21 times dream.
(19:51):
Currency risk is also in play. A weak yen cuts into reported
dollar results. If you are not hedged, that
could wipe out 20% of gains. And execution across salons,
wearables and crypto identity all at once is complex
management. Bandwidth is a real constraint.
This is the balance investors need to hear.
(20:13):
Worst case, a 50% drawdown is possible if cash burn
accelerates and catalysts stall.Base case A2 to three times RE
rate is possible within a year as subsidies and partnerships
play through. Best case, 21 times upside
unfolds over five years if ecosystem convergence takes
hold. That is the asymmetric range.
(20:34):
Small risk of loss, massive potential reward.
But the risks are real and they must be respected.
History says that investors who admit risks gain trust.
The long arc is never a straightline.
It is jagged, messy and full of setbacks.
But those who size their beds small, respect the bear case,
(20:55):
and hold conviction through volatility are the ones who
capture the outlier returns. This is not blind hype.
It is risk balanced optionality.Which is why we repeat the
allocation rule. 1% of portfoliocapital in the long term
conviction. 1% in the swing sleeve.
If dilution or competition dragsthe stock, your exposure is
(21:17):
capped. If the catalyst stack and the RE
rate happens, your exposure is meaningful.
The asymmetry is preserved. The numbers say clearly $1.90
today, $6 and 12 months if the catalysts align, up to $40 in
five years if the ecosystem holds.
But never forget the other path,dilution, competition and
(21:39):
execution risk. That is why we call it
asymmetric. Not guaranteed upside, but a low
cost option on something much larger.
This is where strategy meets execution.
You can have the best asymmetricthesis in the world, but if you
do not know how to trade it, yourisk leaving money on the table.
Medaram is a perfect candidate for a structured trading system
(22:02):
because it's average daily rangeis about 14%.
That means the stock often movesdouble digits in a single
session. Volatility is not a problem, it
is the edge. If you can harvest that edge
with discipline, you turn chaos into compounding.
Here is the core logic. We keep 1% of capital as a long
(22:22):
term core. That position never moves.
It is the anchor, the convictionbet, the 21 times optionality.
On top of that we run a second 1% as a swing sleeve.
That is where the trading happens.
The goal is to harvest the 14% daily moves again and again.
By compounding those swings while holding the core, we
(22:44):
maximize upside without overexposure.
The swing system is simple. Step one by only on an ADR down
day. That means we wait for the stock
to be down close to its daily range.
We do not chase green candles. We want red screens, panic
cells. That is where asymmetry hides.
(23:04):
Step 2. We hold until the position is
green. No rush.
We wait until profit is visible.Step 3.
When the stock pushes into an ADR update, we sell.
We place a good till cancelled order near the ask, maybe one
tick below. That way execution is likely and
we lock in gains around the top of the daily swing.
(23:26):
It sounds simple because it is simple, and simple is what
works. News flow is the filter.
Every time there is a big move, we check the headlines.
If the news is neutral or irrelevant, we trade.
If the news is negative, we waitthree days.
That gives the market time to reset.
After the reset, we look for a new ADR down day before buying
(23:49):
again. If the news is so bad that the
thesis looks broken, we exit immediately.
No ego, no hesitation. Protect capital first.
Optionality only works if you survive.
This is the part I like because it is not just trading noise, it
is structured discipline. In my experience, the investors
(24:11):
who survived decades are the ones who know how to systematize
chaos. The ADR swing system is not
about guessing direction. It is about harvesting
volatility by fear. Sell, relief, repeat over years.
Those small harvests compound inways most investors
underestimate. There is also the AI overlay.
(24:35):
Before we trade around news, we run a sentiment model to
estimate the expected percentagemove.
If the model says the news will drive 10% up, we know to stretch
exits. If the model says the reaction
should be negative, we step aside.
This is how we combine human discipline with machine
analysis. It is not about replacing
judgment, it is about sharpeningit.
(24:57):
Let us walk through an example. Imagine MRM drops 12% in one
session, no major negative news,just panic selling.
That is our entry. We size in with 1% swing
capital. A few days later the stock is up
15%. On light news.
We place a good till cancelled order just under the ask.
(25:17):
The order executes, we lock in a15% gain.
Repeat the cycle 10 times in a year and we have compounded that
1% swing sleeve multiple couple times over while the core
position compounds quietly in the background.
This is where history shows the difference between traders who
survive and those who do not. Most investors treat volatility
(25:39):
as danger, the disciplined ones treated as raw material.
They do not need to predict, they just need to repeat.
Metarim, with its 14% daily range, gives you the material.
The system gives you the repeat.Keep it simple. 1% core
untouched, 1% swing harvested through ADR discipline by red
(26:02):
sell green filter news. Use AI sentiment.
Exit fast if the story breaks. Do not overthink it.
Complexity kills execution. Simplicity builds compounding.
That is how we turn a $2.00 stock with 21 times upside into
a position that pays you twice. Once through the long arc, once
(26:23):
through the short swings. Step back from the daily moves.
Step back from the salon storefronts, the bracelets and
the subsidies. Look at the bigger canvas.
Japan is facing a demographic time bomb.
Nearly 30% of the population is over the age of 65.
Life expectancy is high. Birth rates are low.
(26:46):
That creates A shrinking workforce and exploding
healthcare costs. It is the perfect storm.
And in that storm, preventive health is no longer optional.
It is policy. It is survival.
This is why the government is subsidizing fatigue prevention.
This is why ministries are certifying devices like the
(27:07):
mother bracelet and platforms like Ramoni.
The state does not do this for fun.
It does it because the alternative is worse.
Without intervention, the cost of healthcare crushes the
budget. Preventive health is cheaper and
if a micro cap like Madeira can deliver solutions at scale, the
government has every reason to back it.
(27:28):
That is structural tailwind. And it is not just Japan.
The world is moving in the same direction.
Employers, insurers and governments everywhere are
hunting for solutions that keep people healthier, longer and
cheaper. Health tech platforms that track
biometrics, predict fatigue and prevent accidents are not niche.
They are inevitable. When you see inevitability
(27:50):
colliding with micro cap pricing, that is where asymmetry
hides. Let me connect this to history.
Every time demographic shift, industries re rate.
Think about the aging of the baby boom in the United States.
It created massive healthcare companies, senior living
industries and biotech demand. Investors who recognize the
(28:11):
demographic signal early multiplied their capital.
Japan is a decade ahead on the demographic curve.
That means medium is operating in the future.
That other countries will eventually face the long arc is
clear. Preventive health is not
optional. It is destiny.
(28:31):
Now bring in the contrarian angle.
Most investors still file MRM under spa operator.
They see massages, not data. They see small revenue, not
policy alignment. They see storefronts, not
distribution notes. That is the misunderstanding.
And that misunderstanding creates the opportunity the
(28:52):
market will not price in the future until the catalyst become
too loud to ignore. Which brings us to Sam Altman.
The ORB devices rolling out in Medeiram salons are not just a
sideshow, they are a signal. Altman does not build one off
projects, he builds ecosystems. Open AI was not just a model, it
(29:14):
became an API, an App Store, a global platform.
Worldcoin is not just a token, it is an identity layer, a
financial stack, and a network. When you see ORB devices in
Japanese Wellness salons, you'renot seeing a random experiment,
you're seeing ecosystem logic. Connect the dots.
Customers walk into a salon. They scan the orb.
(29:37):
They get a World ID. They receive World Coin tokens.
They redeem those tokens for real World Health services at
the same time they wear the mother bracelet.
They stream fatigue and biometric data into Ramoni.
They track long term Wellness with the LAVA, identity
incentives and health data all tied together.
(29:57):
That is not a SPA model. That is an ecosystem test bed.
Look five years out. If open AI expands into
personalized health, imagine fatigue coaching, sleep
optimization, or biometric nudges driven by large language
models. What better pilot environment
than a company with 300 locations, continuous health
(30:18):
data and identity onboarding already in place?
Medea RAM could become part of amuch larger ecosystem play.
And if that happens, the market will rerate not from 6:00 to
8:00, but from 6 to 40. That is the 21 times return
path. This is why I call it an
ecosystem signal. The market still sees a SPA
(30:38):
stock, but under the surface it could be Sam Altman's stealth
entry into health tech identity.If that re rates, you are not
just trading volatility, you areriding the wave of an ecosystem
shift. That is why this story matters.
Let us tie this together. We started outside Shinjuku
station, watching the crowds of tired commuters.
(31:01):
We looked at storefronts that seemed ordinary, but underneath
them is a NASDAQ listed company trading for less than the price
of a coffee. Mediram Healthcare Technologies
ticker MRM, a company with 300 Wellness salons.
A company embedding wearables, fatigue prevention platforms,
and crypto identity devices. A company priced at $1.90 with a
(31:23):
near term re rate target of $6 and a five year path to $40 or
more a potential 21 times return.
The logic is clean. Demographics create the demand,
technology creates the Moat. Policy creates the subsidies and
ecosystem signals from Sam Altman create the global
optionality. That is the stack.
(31:46):
That is why we frame this as asymmetric. 1% of capital held
as a long term conviction. Another 1% traded around the 14%
daily range by Red Sell Green filter.
The news let AI sentiment sharpen the exits.
It is not about predicting, it is about repeating.
(32:06):
And that is the beauty of the long arc.
Most investors will continue to see this as a spa stock until
the story catches up. They will wake up when the RE
rate has already happened. That is how these cycles always
play out. For those who size in early and
hold discipline, the risk rewardequation is tilted.
Risk a little, capture a lot. That is the power of asymmetry.
(32:31):
This is not the only place we have seen it.
In our last episodes, we looked at real time rentals, ticker
RLTRA Micro cap with green AI distribution reach.
That was a 30 times path. We also covered Grillit, ticker
GRLTA Company leveraging real estate tokenization.
That was a 66 times path. These are not isolated picks,
(32:56):
they are part of the same playbook.
Small positions, big asymmetry compounded over years.
The. Pattern is clear, look where
others are not looking. Size small, capture volatility,
hold core optionality. RLTRGRLT and now MRM Different
(33:18):
sectors, different geographies and now MRM Different sectors,
different geographies, same structure.
The Make Money framework does not promise certainty, it
promises optionality. If you play the math, you only
need one or two of these to hit in order to change the outcome
of your portfolio. That is what I want to leave
(33:40):
listeners with. You do not need to chase every
story. You do not need to risk your
future on one bet. You size small, you build
conviction, you repeat the process.
Over time, the compounding does the work.
The long arc takes care of itself if you keep discipline.
If this episode gave you an edge, here is what to do next.
(34:03):
Sign up for our newsletter to get in depth insights,
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these global shifts, do not justlisten.
(34:25):
Take action. Follow us on Spotify, Apple
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Track our daily ideas and marketthreads on X and explore all
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Help us hit 10,000 downloads by sharing this episode with a
(34:47):
friend or someone in your investing circle.
Every listen matters. Every share compounds your edge.
And if you are building something that fits our themes
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thepitchpage@financefrontierai.comand tell us what you are working
(35:08):
on. If there is a win, win, we will
help amplify your story. We may hold positions in some of
the companies discussed. Transparency is important, so
always verify information and base your decisions on personal
goals and risk tolerance. The music in this episode is
licensed under standard agreements.
Special thanks to Vibe Tracks for the track Crystal provided
(35:31):
under the YouTube Audio Library license.
This episode is copyright 2025 by Finance Frontier AI.
All rights reserved. Unauthorized reproduction or
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Thanks for joining us today. Stay strategic, stay focused and
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