Thinking Points Being (TSE: 4734) develops and sells civil construction estimation and specialized CAD software. Operating performance fluctuates highly, with management providing guidance far off from actuals. That said, there are some good characteristics like collecting 5 years of service revenues upfront for software leases. The company appears cheap initially. After adjusting for deferred revenues, […]

 

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Kenkyo Investing
Kenkyo Investing

Kenkyo Investing applies a value investing approach to Japanese equities, providing insights that are often unavailable to non-Japanese speakers.