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Added to YB: 2026-01-12

Pitch date: 2026-01-09

215A.T [bullish]

Timee, Inc.

-19.27%

current return

Author Info

Company Info

Timee, Inc. plans, develops, and operates a part-time job platform in Japan. The company offers Timee, a part-time job matching service between clients and workers; Timee Career Plus, is a full-time recruitment service for registered workers which provides career consultation and supports career development; It also provides Spotwork Institute, which shares information on activities and initiatives with local governments and organizations, as well as spotwork surveys and research.

Market Cap

JPY 116.4B

Pitch Price

JPY 1.4K

Price Target

N/A

Dividend

N/A

EV/EBITDA

16.28

P/E

23.39

EV/Sales

3.33

Sector

Professional Services

Category

growth

Show full summary:
Bristlemoon Global Fund New Position: Timee

215A.T (new position): Japanese spot work monopolist at 21x earnings with 20% revenue growth runway & 25-30% earnings CAGR next 5yrs. Key competitor Mercari Hallo capitulated Oct 2025 despite 0% vs Timee's 30% take rate, validating defensible network effects & hyper-local supply/demand equilibrium.

Read full article (1 min)