Idea: Consistent 60+% Greenblatt ROIC For… Weather Data? – Weathernews (TYO: 4825)

Thinking Points Weathernews is one of the world’s largest private weather data service. After its start in Ocean route planning, Weathernews now offers consulting and data...

Quick Idea: Japan’s Leading Tankless Water Heater Company With Growth In China & USA – Rinnai (TYO: 5947)

Thinking Points Rinnai (TYO: 5947) leads the Japanese water heater market with a 40% market share. However, Rinnai’s Japan share is not the story. Growth outside of Japan has...