Yellowbrick Investing
$5244.T
tweet
$5244.T
jig jp $5244.T
Cheap (4x EBIT-ish)
Growing teens.
Ramping margins recently
But - the core business is a niche streaming platform. Not unlike twitch, but non-gaming, and apparently core audience is 30-50 yr olds? Only about 40k paying users. But ARPU is ~$2.4k (wtf)
User growth used to be strong but have flatlined recently. Growth coming entirely from milking the user base more using events / special items. Looks like they might be in harvest mode.
Very tempted but prob not gonna do anything here. Just another example of how you can find anything in Japanese stock exchanges. tweet
X (formerly Twitter)
Unemployed Capital Allocator (@atelicinvest) on X
jig jp $5244.T
Cheap (4x EBIT-ish)
Growing teens.
Ramping margins recently
But - the core business is a niche streaming platform. Not unlike twitch, but non-gaming, and apparently core audience is 30-50 yr olds? Only about 40k paying users. But ARPU is…
Cheap (4x EBIT-ish)
Growing teens.
Ramping margins recently
But - the core business is a niche streaming platform. Not unlike twitch, but non-gaming, and apparently core audience is 30-50 yr olds? Only about 40k paying users. But ARPU is…