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| |  | | | | | |  From Made in Japan’s subscriber chat | | Made in Japan https://madeinjapan.substack.com/p/a-saas-stock-trading-at-2x-arr-valued I've removed the paywall to my write up on DreamArts! After a strong run it's seen a bit of a pullback, and I still own it because it offers a good IRR. It's a SaaS company with an incredible customerbase of Japanese Enterprise that's hard to win. They're looking to grow their EBIT at a 37% CAGR over the mid term yet trades at single digit earnings multiple! | | |
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