Added to YB: 2025-11-06
Pitch date: 2025-11-03
4755.T [neutral]
Rakuten Group, Inc.
-7.54%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
Rakuten Group, Inc. provides services in e-commerce, fintech, digital content, and communications to various users in worldwide.
Market Cap
JPY 2.1T
Pitch Price
JPY 1.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.43
P/E
-12.61
EV/Sales
1.04
Sector
Broadline Retail
Category
growth
October Writeup: +42% YTD | Buy: Rakuten Group, Inc.
4755.T (update): Japanese e-commerce/wireless co up 11% since writeup. Nov 13 earnings key catalyst - heavily leveraged to wireless sub growth toward 10M target. No growth = stock drops to 700-800 yen. Positioned well vs Amazon w/ Google partnership, massive consumer data across platforms ideal for AI integration.
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