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 …

Advertisement

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, …

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 …

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 …

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 …

Week 5 – Production Plan

[Nov. 12, 2018] * Tasks to be done* ~ Nov. 12-18, 2018 ~ Travel Documentation: Japan and HK & SZ Public Equity Opportunity Evaluation: 2 1 Idea from Analyst Meeting Second Offshore Brokerage Account Setup Hotel Review: 2 Hotel Analysis: Millennium Mistui Garden Tokyo Deal and Forecasting Exercise on Tainan Reading: 1 technical and 1 …

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 …