Search for 100 Baggers (100x Stocks)! March 29, 2021 issue

【This Week's video is here】
https://youtu.be/k0tsQrJShEc

※ The video is 36 minutes long.

1. Recent status of previously introduced stocks

SRE Holdings 2980
Listed on the Tokyo Stock Exchange First Section

Stock code Stock Listing year
2980 SREHD 2019

At the time of listing / Market capitalization (billion yen) Current / Market capitalization (billion yen) 100x market cap
720 668 20,700

Business model
Mainly provides AI that analyzes real estate brokerage and transaction data. The company is expanding its operations from traditional IT/AI-enhanced real estate tasks to AI consulting serving finance, IT, and travel industries, and is beginning to transform from real estate tech to an AI provider.

※ The listing year notes the listing dates on the Tokyo Stock Exchange First Section / Second Section / Mothers / JASDAQ
※ 100x market capitalization is calculated from the minimum market cap.

【Key Points】
1. In late March, we visited their headquarters in Aoyama for an interview. We had a one-on-one meeting with President Nishiyama. While the market views the company as a real estate tech firm, the interview reaffirmed that it is actually an 【AI solution company that encompasses the real estate business】. Because many participants in the market consider it a real estate tech company, there is a possibility of 【significant reassessment of its value if it is perceived as an AI company】.

2. President Nishiyama aims for long-term growth and a business model that is 【sustainable, enduring, and highly reproducible】. It could become a leading growth stock in the 2020s, and there is a small chance that leadership changes over the next decade will be minimal, making it a company that is 【very attractive as a long-term holding】.