I´ ve been watching and researching TKLF for the past couple weeks and went all in last week. My avg price is 2.37 and we´ re up 28%. I´ ll spare you my deep DD since you´ ll have to do it yourself anyways.

To peek your interest, here´ s a couple facts:

Yoshitsu is a japanese beauty and health retailer, wholesaler and franchiser. Market cap is 92 mil.

Revenue FY21 was 221 mil and the made 5 mil profit. They have roughly 70 mil short term dept.

They carry 12.4k japanese SKUs ad are looking to expand rapidly. 77% of their market is in Cin at the moment. They did not suffer from Covid and supply chain issues. Shipping was one of their highest expenses, which is to be expected. They signed a deal with Yami in the US, will announce partnerships with Amazon, Rakuten & Paypay, will set up retail shops in the US and it is rumoured that they bought real estate in LA California. One can only hope that they´ ll indeed adapt the McDonalds path and buy istead of lease.

The CEO, Mei Kanayama, runs the company since 2008 and has assembled a team of old dogs and young hotshots. Only nitpick I have is, that they are carrying mostly womens products but there is no woman on the team.

I know a couple of their products since 20 years and women love them. And women wont change to cheaper products even if money is tight. Some say its even quite the contrary. --> Lipstick Effect...

I, personally, think that they are a terrific long term deep value investment. Hence I went all in before earnings next tuesday. If you have the time and some cash in your account, go check them out. They are definitely worth a shot..