Professional
Added to YB: 2025-08-20
Pitch date: 2025-08-18
3350.T [bearish]
Metaplanet Inc.
+51.69%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Metaplanet Inc. engages in hotel management operations in Japan. It operates through Hotel Business and Other segments.
Market Cap
JPY 616.8B
Pitch Price
JPY 915.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
327.32
P/E
33.31
EV/Sales
205.55
Sector
Hotels, Restaurants and Leisure
Category
N/A
Idea Brunch with Waku Miller on Japan - Metaplanet Inc.
3350.T short: Former failed hotel operator turned bitcoin play trading at 2x value of its 13,350 bitcoin holdings. No operating cash flow unlike MicroStrategy's $500M analytics business. 23% short interest - highest among large Tokyo stocks. Led by ex-Goldman CEO Gerovich with Eric Trump as adviser. Bitcoin bubble candidate.
Read full article (3 min)