A homegrown Shopify rival is emerging as a market leader in Japanese long-tail e-commerce by focusing on the needs of individuals opening their first online shop. How big is the opportunity for BASE in Japan, and can they successfully export their unique model abroad?
Continue reading “$4477 BASE – Long-Term Long-Tail Winner”Month: August 2020
$NST Northern Star Resources – Do Better than Buffett
The investment world is buzzing over Berkshire Hathaway‘s ($BRK-A) recent disclosure that it has initiated a position in Barrick Gold Corporation ($GOLD).
Continue reading “$NST Northern Star Resources – Do Better than Buffett”$3328 Beenos – Strong Growth, Deep Value
A collection of rapidly growing online marketplaces in Japan and SE Asia flying under the radar, with a good chance of being discovered over the next several years.
Continue reading “$3328 Beenos – Strong Growth, Deep Value”$ANO Advance Nanotek – FY20 Results
The global sunscreen supply chain came to an abrupt halt in March 2020, but signs point to a sharp recovery in demand as people spend more time outdoors closer to home. ANO management is seeing opportunity in the crisis to provide more value to their customers, laying the foundation for rapid growth once manufacturing resumes.
Continue reading “$ANO Advance Nanotek – FY20 Results”