Buy Hamee Corp
Some of my favorite situations are international spin-offs because they fly under the radar. Hamee has not been written up on VIC, Seeking Alpha...
560 Views
Kaonavi (4435 JP) - Small HR Software Co Gets 121% Premium LBO from Carlyle
Carlyle launches a 121% premium tender offer on a smallcap growth co. The co-CEO is selling out. Recruit too. This is a future bolt-on for Carlyle.
964 Views
Asian Equities: The SMID Compounders
We identify 28 inexpensive consistent compounders among the Asian small and mid-cap stocks. Onshore China (18) and India (5) dominate the list, as...
1k Views
Primer: Rakus Co Ltd (3923 JP) - Oct 2025
Rakus is a high-growth, Japan-focused SaaS provider capitalizing on the digital transformation of the nation's large and underserved Small and...
505 Views
Japan Morning Connection: Physical AI FA Plays May Draw Fresh Interest as Alternative AI Exposure
Expect a continuation of the shift away from frontline AI plays. Interest in physical AI FA plays may see an increase as alternative exposure to...
140 Views