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...
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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...
305 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.
858 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...
905 Views
Quiddity JPX-Nikkei 400 Rebal 2024: End-Mar 2024 Estimates and Another Trade Reco
There are 43 Potential ADDs and 44 Potential DELs (unique names) presented in the current Quiddity Leaderboard. The high conviction DELs basket...
794 Views