Raksul // Yasukane Matsumoto Quality Investing podcast

2y ago 1:11:52

Kongsi

Kandungan disediakan oleh Jake Barfield. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jake Barfield atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In today's episode of the Quality Investing Podcast we will be profiling Raksul, and I will be joined by Raksul's CEO Yasukane Matsumoto.

Today's sponsor is Stream by AlphaSense. Stream is an on-demand library of over 25,000 expert interview transcripts. Stream eliminates the time, money and hassle that comes with conducting expert calls and interviews. My research strategy that I employ at Asheville Capital is focused on finding key qualitative datapoints that point to a business being competitively advantaged or not. Stream helps me execute this strategy in a practical way because they either already have dozens of calls on the company that interests me or they are able to quickly source numerous experts for me that are well qualified to answer my questions. In the six months that I have been using Stream, it has often served as a substitute for the podcasts that I used to listen to. The reason is because there seem to be more nuggets of helpful information in each of these calls that help me to better understand the topic or company that I am interested in at that time. If you have conducted expert calls in the past and are looking for ways to better allocate your time and energy then Stream might be a helpful addition to your toolkit.

2:00 - General Overview

2:52 - Printing Segment Overview

6:06 - Better Systems, Better World

6:45 - TV Commercial Segment

8:12 - Financial Profile

8:49 - Growth Opportunities

12:09 - Conversation with Yasukane Matsumoto Begins

15:13 - Reasons for Optimism and Pessimism in Japan

17:26 - Founding Story of Raksul

20:20 - Raksul Evolution

24:35 - Better Systems, Better World

28:33 - CEO Role Evolution

32:42 - Internal Systems

34:00 - Corporate Culture

37:00 - Attention Allocation

40:23 - Avoiding Dilution of Returns

46:52 - Competitive Advantages for Printing Segment

53:34 - Novasel

58:10 - Novasel Competitive Advantages

59:34 - Josys

1:02:51 - Japanese Corporate Startup Differences

1:05:16 - Group Leadership Style

1:08:19 - What Matters Most Going Forward

10 episod