[Dec. 3, 2018]
* Tasks to be done *
~ Dec. 3-9, 2018 ~
- Initial Analysis: Sea Group (SE.US) / GrubHub (GRUB.US) / Stich Fix (SFIX.US) / Upwork (UPWK.US) / BabyTree (1763.HK)
- Update & Follow: China Education Group Holding (839.HK) / PDD.US
- Travel Documentation: JP trips and HK & SZ
- 1 Idea from Analyst Meeting
- Hotel Review in Mandarin: This time and previous trips
- Hotel Analysis: Millennium Mistui Garden Tokyo Deal
- Events: Super Smash Bros. Ultimate Release / The Game Awards 2018 / Arts Economics Kyoto
- Weekly Topic: Week of Metrics and Network Effect
- Reading: Matchmakers: The New Economics of Multisided Platforms by David S. Evans and Richard Schmalensee and another 1 technical
~ Note ~
For the next 2 weeks, my focus is on listed marketplace companies. Hopefully I can generate 3 notes on new names.
I need to get some progress on Sea Group Initial Analysis!