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 …

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Week 7 – Review

Again, while the production plan had many to-do items, I only finished a few in the 3nd production week. Not very productive as usual. * Week 7 - Review * [2018/12/3] Initial Analysis & Resume Following Sea Group (SE.US): Work in Progress Nintendo (7974.JP /NTDOY.US): Resume Following Random Thoughts, Review, & Reflection Eslite Xinyi Better …

Week 6 – Review

Again, while the production plan had many to-do items, I only finished a few in the 2nd production week. Was it still not very productive? * Week 6 - Review * [2018/11/26] Initial Analysis & Follow up Mercari (4385.JP): analysis note / model PDD.US: preview & review on 3Q18 results Research Management Research focus decided: …

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 …

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 …