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サマリー
あらすじ・解説
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.
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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