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1/11 I am a global investor and over the last 11 years, I have covered a rotation of Japanese stocks (2-3 holdings on average). There is some encouraging progress evident
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1/12 Valuing a Disruptive Businesses: Naked Wines ($WINE) Case Study. In my intro last week, I promised examples of using ROIIC & reinvestment rate to value disruptors. $WINE is an
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1/ The first example of unit economics from intro tweetstorm is Swedish small cap CTT Systems ($CTT.ST). I’m long. Monopolist in humidity control for commercial aircraft. Excellent business quality can
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