JPARCVUE
@ando34265
Independent research on Japanese SMID & growth equities. 13 yrs in software verification (Veriserve/SCSK), then 6 yrs in corporate strategy at Deloitte.
参加 March 2023
94 フォロー中 201 ファン
Sansan (4443): From Narrative to Fundamentals Adjusted Operating Profit +137%, EV/EBITDA Falls from 125.5x to 19.2x
