Notes of Flight Deck Capital’s Jay Kahn from the 2020 SohnX San Francisco Conference. See the full coverage here. Q2 2020 hedge fund letters, conferences and more Jay Kahn of Flight Deck Capital Free Japan, software, 2012 2019 launch Engineering first culture Significant insider ownership Cloud data native integrated accounting software 8 billion ARR Growing north of 50% YoY Integration with Japanese market Focus is on back office Japan doesn’t have much cloud software TAM 224 K customers B2B opportunity Some still use cd installed accounting software Japanese speakers is favored for accounting software Many going public with Free Accelerating…
Flight Deck: Opportunity In Japanese Accounting Software Stock
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.