Mercari: The Ten-Bagger Investment Thesis with Mio Kato

For this episode, we are joined by Insight Provider Mio Kato, who will walk us through his "ten-bagger" call in Mercari Inc (4385 JP) , as outlined in his Insights, including "Mercari – Our Ten Bagger Call Is Actually Starting to Look Somewhat Sane" (https://skr.ma/xt7dLQeue7JNSgB96) and "Mercari – A Primer to Refresh Our Top Conviction Call" (https://skr.ma/o1G9dGQeqSkjSzie7) - a conviction that now seems justified after the ecommerce firm's latest results. Mio Kato has over 15 years of experience looking at Japanese and Asian cyclically driven sectors such as Gaming, Factory Automation and Autos. He was previously with FrontPoint Partners LP, Arrowhawk Capital Partners, and Uzabase before founding LightStream Research. Learn more at: https://www.smartkarma.com/profiles/mio-kato This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.