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 services to airlines, railroads,

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 rapidly