9435.T stock pitch - 2024-10-22
9435.T: Japan's Berkshire Hathaway. Asset-light biz w/ stable income, trades at 3x earnings ex-investments. 11% op profit CAGR, 23% BV+div CAGR over 10yrs. Distribution network sells subscriptions (electricity, insurance, broadband). 15% IRR target on CAC. Survived dotcom crash, rebuilt stronger. Invests like Buffett, 18% IRR since 2017.
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