Happy Thanksgiving to all my readers and your families
Remember happiness is not measured by investment returns. Take some moments to be thankful for a lot of things. Hug your spouse and kid(s)
Monthly Archives: November 2018
Busy time of the year
With various indices moving violently up and down, with the second largest economy in solid bear market territory, with Brexit overhanging European and British stocks, with FANG dragging down overall market every other day, it is the busy time here at Fuji Investment Corp. In October/November, we took pricing advantage to initiate/add to various positions… Read More »
The struggling “Best or Nothing” German Car Industry
“The best or nothing” – Mercedes Benz “The Ultimate Driving Machine” – BMW In the past few days/weeks, Mercedes and BMW reported their earnings. The results were consistently terrible. The stock price after earnings release reflected the disapproval from public market. Indeed, if we take a closer look at these German car giants, they are… Read More »
The tough road ahead for China
The peculiar state of Chinese economy Spent a week in China. Spoke to many friends who work in different parts of the Chinese economy: some executives in private companies who are listed in “OTC market” (新三板)、some investment professionals in wealth management companies、some medical staff, some manager of a movie theater chain and various everyday folks… Read More »