Stock price when the opinion was issued
Big discount to FMV estimate. Based in Japan. Cleansing bomb, a market leader. Subscription model provides predictability. Question marks on its competitive position. Relatively inexpensive at these prices, but he's not yet comfortable enough to add more to his 1% conviction level. (Price target in JPY.) No dividend.
(Analysts’ price target is $1880.00)
Cleaning balm popular amongst Japanese women. Subscription model that was popular. 1% weight in portfolio that has since sold.