Steaming ahead. Miura (6005): A leading global industrial boiler manufacturer with 35% recurring revenue trading on a 7% FCF yield. Initiating my Japan investment newsletter by writing about an industrial boiler manufacturer might seem like an odd move. Using the word “newsletter” means I’ve probably lost the time-poor millennial cohort, and
News Coming soon This is Not Just a Flash in Japan., a brand new site by Alex Stout that's just getting started. Things will be up and running here shortly, but you can subscribe in the meantime if you'd like to stay up to date and receive emails when
