bullish
Tobila Systems: The Monopoly that You Probably Never Heard Of (Even as Its Customer)
483 Views20 Mar 2022 17:10
Steven has highlighted this Insight as a Top Pick
SUMMARY
- With less than 60 employees, Tobila Systems is the absolute dominator in the space that can make a significant impact on Japan's society;
- The valuation starts to look attractive while the fundamentals remain sound;
- Partly benefiting from being the first entrant to this niche with a robust flywheel business model, the company now “monopolizes” both the supply side and the distribution side.
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- Tobila Systems: The Monopoly that You Probably Never Heard Of (Even as Its Customer)20 Mar 2022
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