4Q2018 Review & 2019 Resolution

While I would not say it's a productive quarter, overall there still have been some progresses during the first quarter since being solo. [YuiNausicaa.com] In addition to diary-style posts, I wrote 16 analysis-related posts in 4Q18 surrounding  the following topics: Marketplace - Online / Offline Gaming Console Digital Distribution - Gaming Network Effect Hospitality Tourism … Continue reading 4Q2018 Review & 2019 Resolution

Kyoto Day 1 – Dec. 6, 2018

The second day I took a train from Kobe to Kyoto. After checking in Hotel The Celestine Kyoto Gion, I had late lunch at Mametora Gion which specializes in small dishes cuisines. The environment there was quite comfortable in terms of distance between tables and interior styling & lighting. As it is supposedly to be, … Continue reading Kyoto Day 1 – Dec. 6, 2018

Week 7 – Production Plan

[Nov. 26, 2018] * Tasks to be done * ~ Nov. 26-Dec.2, 2018 ~ Initial Analysis: Sea Group (SE.US) / GrubHub (GRUB.US) / Stich Fix (SFIX.US) / Upwork (UPWK.US) Travel Documentation: Japan and HK & SZ 1 Idea from Analyst Meeting Hotel Review: 2 Hotel Analysis: Millennium Mistui Garden Tokyo Deal and Forecasting Exercise on … Continue reading Week 7 – Production Plan

Week 6 – Production Plan

[Nov. 19, 2018] * Tasks to be done * ~ Nov. 19-25, 2018 ~ Initial Analysis: Mercari / Kakaku Travel Documentation: Japan and HK & SZ 1 Idea from Analyst Meeting Hotel Review: 2 Hotel Analysis: Millennium Mistui Garden Tokyo Deal and Forecasting Exercise on Tainan Reading: 1 technical and 1 leisure Travel Plan: Kobe/Kyoto/Osaka … Continue reading Week 6 – Production Plan

Week 5 – Review

While the production plan had many to-do items, I only finished a few in the 1st production week. It seems not very productive? * Week 5 - Review * [2018/11/19] Initial Analysis Pinduoduo (PDD.US): Analysis note / Model China Education Group Holdings (839.HK): Model Research Management Internet names to research selected Operation Second Off-Shore Brokerage … Continue reading Week 5 – Review

4-Week Review: Oct. 13 – Nov. 9, 2018

[Nov. 10, 2018] *Weekly schedule & result* Week 1: IT system setup / planning / few analysis posted Week 2-3: Japan trip / hotel site visits / few diary kept Week 4: HK & SZ conference / found few candidates for further investment research /a pre-thesis posted *Research pipeline and topics collected in past four … Continue reading 4-Week Review: Oct. 13 – Nov. 9, 2018