Why I think Japanese SaaS is undervalued
It’s been no secret that Japan has not been the most technologically forward society in the world…As a consumer, it was only a few years ago you’d...
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Logistics in Crisis ? The 2024 Problem: Part 2
Welcome to Part 2 of my logistics series. I’ll briefly talk about a nanocap that could benefit from the shake-up in the logistics industry. This...
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Logistics in Crisis? the 2024 Problem: Part 1
Japan seems to have some kind of ‘problem’ every year. As in, we have a ‘2024 problem’, the 2025 digital cliff, the ‘2027 problem’.
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Kawaii 'take-over' the world
With a recent interest hike by the BOJ of a “colossal” 0.25%, the global stock market went into meltdown. The Nikkei and TOPIX have seen a record...
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High Quality SaaS Company Growing Double Digits Trading at 1.7x NTM Sales and 6.9x EBITDA
This is another micro-cap idea, sorry if this might be too illiquid for you! This company was mentioned recently on VIC providing some good detail...
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