Quick Thoughts with Alan (Issue 1): AEON Fantasy (4343)
Discussion of topics I've unravelled
I’m not a natural writer. Warren Buffett humbly states that he is not a first draft writer.
I will admit that I am a fourth or fifth draft writer.
I can complete an analysis in seconds in my head, but once you ask me to convert my thought process to words and have perfect grammar, the process takes way longer.
I often uncover a lot of cool insights I want to share with my readers, but the time it takes to create a finished product that I am happy with can take days.
i.e. The Gachapon Business Economics post took me 4 days to complete, believe it or not. And the analysis and information are already in my head after 1 day.
Sometimes certain insights just don’t ever see the light of day, so I think that for my paid subs, I will release a “Quick Thoughts with Alan” series.
All these insights will be rough draft inputs into final copies of posts that may or may not be released in the future.
The inspiration to release “unfinished,” but complete ideas comes from architect and designer Oki Sato who was inspired by Issey Miyake:
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Track record of stock pitches:
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Round1: +15%
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Okano Valve Manufacturing: +45%
GAN: +80% (closed)
CNTY: -50% (closed)
*As of May,1, 2024
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Disclaimer: I am long shares of SK Japan (7608) and Round1 (4680) at the time of publishing this post. I do not hold a position in AEON Fantasy (4343) at the time of publishing this post.
Special Insight: AEON Fantasy (4343) (Paid Sub Access)
Once we build a circle of competence in a certain field, it would be a waste not to use that competence to assess other stocks in the space.
Since I’ve gone down the amusement facility rabbit hole, I’ve decided it’s worthwhile to assess the investment merits of Round1’s competitors.
AEON Fantasy (AF) is part of the behemoth conglomerate, AEON Co (8267).
AEON Co. owns AEON Mall (8905), which develops, leases, operates, and manages shopping malls in Japan, China, and ASEAN countries.