Reading Time: 2 minutes There are lots of rankings among B-schools. But I think the best B-school in the world nowadays is China. This seems biased because I am from China. OK how about I say India? Seriously, here are my reasonings: China is at its first stage of captalism. As I said in my previous post “is China imitating the US too closely?” China is
Reading Time: < 1 minute I think for small investors like me, one common mistake is “diversify”. Wait, isn’t “diversify” the first lesson we are taught to reduce risk? Yes, but as Peter Lynch said, “diversify” could mean “diworsify” too. For example, I have 6 stocks in my portfolio now: CROX, HMIN, MR, GSIT, NINE and SBUX. Some are winners
Reading Time: 2 minutes I mean the stocks (SBUX), not the latte. I believe the “so-so” same store sales number for the Q1 is the main reason for the recent drop. The stock is still not cheap by looking at PE (37), with projected rev/earning growth at about 20%. But this is Starbucks, normally they don’t go on sale. Near term, I believe SBUX
Reading Time: < 1 minute I watched an interview on China-CBN last night, the guest is a guy from McKinsey, and he is familar with the consumer trend in China. Some interesting points I took down here: 1) China is the No 4. in the world in terms of GDP; I believe China is No. 1 or 2 receipent of
Reading Time: < 1 minute The bubble is continuing to build up. This afternoon I received a call from people try to selling me stocks “We are an investment company. Have you heard about the stocks lately?” Anyone who has not heard stocks must live in the vaccum or Tibet. Stocks are talked in every gathering. I heard people become
Reading Time: < 1 minute I sold all the remaining HLYS shares on Monday May 7 (before the Q1 earning announcement). While I enjoyed my Heelys shoes, the stock (HLYS) did not turn out to be as good as I expected. The main reason is I jumped too early (I bought it in on its IPO debut at 35 and 32).
Reading Time: 2 minutes I am aware Chinese are drinking more milks, juice and soda these days. Some notable names include: MengNiu (2319.HK), Yi Li (600887.SS), both are diary makers, MengNiu is NBA sponsor, Yi Li is Beijing 2008 Olympics sponsor, and Huiyuan Juice (1886.HK).
Reading Time: < 1 minute I visited Lan’xi, a small city in western part of Zhejiang Province during the holiday. Lan’xi is famous for “Zhu Ge Cun”, cement plants, Lan Jiang, and a lot agricultural produce. In the old days Lan’xi proudly claimed it as “little Shanghai”, but these days it’s lagging behind neigbouring counties Yi Wu and Pu Jiang on the economy development. It reminds me of Cai
Reading Time: < 1 minute I was on the train from Shanghai to Lan’xi today. The train station was crowded, reminding me of my college days: at one time I was so afraid of stuck in the train during winter break, I told my mom I would stay in the campus. I saw lots of leisure travellers on the train, some are “stand
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