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Welcome to Calico Capital, today I will be breaking down Beenos, a high quality Japanese small cap trading at a bargain basement price. Feel free to subscribe, I would really appreciate it, and as always thank you for reading. Introduction: Beenos is a VC/e-commerce hybrid with…
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Global monopoly trading at an EV/EBIT of 2.2
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In light of the recent poor share price performance, I have decided to write a letter to the CEO of Beenos to put forward some changes.
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Welcome to Calico Capital, a newsletter focusing on equity ideas with asymmetric risk-return profiles. Subscribe below to receive an email of the latest…
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