Concise Notes to Myself about Companies I Own, Notes To Self

Notes To Self

Notes To Self is a space for me to write… notes to myself… about companies I own in a concise manner. These will not be blow-by-blows; I will only document what I find insightful. The format will be brief, and assume prior knowledge of the company if someone happens to read it. No deep dives, just commentary from a shareholder’s perspective.

Concise Notes to Myself about Companies I Own

Equity Bottom-Up

<ul><li>Kura Sushi US Weighting as of writing: 4% 5th April 2024 - Q2 FY24 Results On April 4th, Kura Sushi US reported earnings for the second quarter of FY24.</li><li>Nothing major to report and similar themes to previous quarters so will keep this one short. The market valuation is astronomically stupid.</li><li>Average unit volumes at Kura are $4.28 million and have improved significantly; up 22% since 2019.</li></ul>

Kura Sushi US Weighting as of writing: 4% 5th April 2024 - Q2 FY24 Results On April 4th, Kura Sushi US reported earnings for the second quarter of FY24.Nothing major to report and similar themes to previous quarters so will keep this one short. The market valuation is astronomically stupid.Average unit volumes at Kura are $4.28 million and have improved significantly; up 22% since 2019.

KRUS: Successive Guidance Upgrade as Kura Face Tougher Comps

Kura Sushi USA

KRUS: Successive Guidance Upgrade as Kura Face Tougher Comps