Week 8 – Production Plan

[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!


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