Professional
Added to YB: 2026-01-12
Pitch date: 2026-01-09
215A.T [bullish]
Timee, Inc.
Author Info
Company Info
Timee, Inc. plans, develops, and operates a part-time job platform in Japan. The company offers Timee, a part-time job platform; Timee Career Plus, which provides career consultation, reskilling courses, and support career development; and Timee Lab, a media site to spot work.
Market Cap
JPY 141.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.83
P/E
28.39
EV/Sales
4.05
Sector
Professional Services
Category
growth
Bristlemoon Global Fund New Position: Timee
215A.T (new position): Japanese spot work monopolist at 21x earnings with 20% revenue growth runway & 25-30% earnings CAGR next 5yrs. Key competitor Mercari Hallo capitulated Oct 2025 despite 0% vs Timee's 30% take rate, validating defensible network effects & hyper-local supply/demand equilibrium.
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