[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Made in Japan 🇯🇵 [@InvestInJapan](/creator/twitter/InvestInJapan) on x 8831 followers Created: 2024-12-04 01:01:00 UTC One of the companies that have done incredibly well over the long term is MonotaRO the leading online distributor or MRO parts in 🇯🇵 supporting millions of industrial customers. They are quite literally the WW Grainger of 🇯🇵 (initially founded by them, still owns 49.9%). I've always had trouble getting comfortable with valuation but what a thrill it must've been for someone to have found this when it was a microcap. They continue to grow at a XX% clip and given the huge TAM this could potentially go on for some time. So the key to the thesis is how long they can keep this up. The formidable logistics network they've built out should also help them gain market share. They have quite an extensive same day delivery service (in a country that's having logistics issues) which is impressive. #madeinjapan  XXXXX engagements  **Related Topics** [$3064t](/topic/$3064t) [japan](/topic/japan) [$gww](/topic/$gww) [stocks industrials](/topic/stocks-industrials) [Post Link](https://x.com/InvestInJapan/status/1864112635211370500)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Made in Japan 🇯🇵 @InvestInJapan on x 8831 followers
Created: 2024-12-04 01:01:00 UTC
One of the companies that have done incredibly well over the long term is MonotaRO the leading online distributor or MRO parts in 🇯🇵 supporting millions of industrial customers. They are quite literally the WW Grainger of 🇯🇵 (initially founded by them, still owns 49.9%). I've always had trouble getting comfortable with valuation but what a thrill it must've been for someone to have found this when it was a microcap.
They continue to grow at a XX% clip and given the huge TAM this could potentially go on for some time. So the key to the thesis is how long they can keep this up. The formidable logistics network they've built out should also help them gain market share.
They have quite an extensive same day delivery service (in a country that's having logistics issues) which is impressive. #madeinjapan
XXXXX engagements
Related Topics $3064t japan $gww stocks industrials