Emerging Value

Emerging Value

Hidden Champions

Japan nano cap update

New management plan suggest 3-6x upside by 2028 - if they deliver.

Emerging Value's avatar
Emerging Value
Sep 15, 2024
∙ Paid

This is an update about a company I presented in the past. It’s a nano cap.

  • The management is very ambitious;

  • Plans to multiply operating income by 4 in 2028, and revenue by more than 2.

  • Company trades at 10 times depressed operating income.

  • Business is defensive, non cyclical

  • Highly illiquid

  • Review of the company plans

This post is for supporters. next week I will post a new public idea write up and what it means to be a value investor..stay tuned!

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