Japanese software netnet: Jedat

This is pretty simple nanocap netnet idea. Jedat is Japanese electronic design automation software company. You can plan electronics, flat panels etc. with the software. Customers are semi-conductor type manufacturers. It's nanocap and competing against Autodesks but seems to have carved nice niche. Design software has some learning curve so customers can be sticky. If … Continue reading Japanese software netnet: Jedat

Drunk Uncles (and philosophy behind my investment strategy)

Reader sent me a question relating to my "secondary industrials" based investment strategy. I have mentioned it in my "About" page but not opened the reasons behind it. With (slightly edited) answer to the readers question below I try to give some clarity : "We too in the Nordics have very little preference shares and … Continue reading Drunk Uncles (and philosophy behind my investment strategy)