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Written by Riona Tanaka (GogoJungle Inc., Marketing)
Does your investing have a true guiding axis?
We live in an age overflowing with information.
Economic indicators, earnings releases, market news—anyone can now access them instantly.
Still, why do some investors keep winning while others remain perpetually lost?
The difference is not the volume of information.It’s how you interpret information—whether you have that “axis”or not.
The three people we introduce today are true professionals with decades-long careers in entirely different fields: securities firms, asset management, and the Chicago futures market.
Hiroshi Arano, Yuki Yanashita, Hakubun Takizawa.
Three distinct investment philosophies. Three perspectives.
By tapping into each of their insights, you should begin to see your own investing “axis.”
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| Table of Contents |
| 1. Hiroshi Arano — A market veteran of over 50 years on how to face the market |
| 2. Yuki Yanashita — True value investing learned from the Buffett of Asia |
| 3. Hakubun Takizawa — From Chicago, the deepest layer of the U.S. market |
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1. Hiroshi Arano — A market veteran of over 50 years on how to face the market
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A veteran analyst with over 50 years analyzing Japan’s stock market, with experience at both a securities firm and an asset management company.
Joined Nippon Kangyo Kakumaru Securities (now Mizuho Securities) in 1971, starting as an analyst in the research department and later serving in the U.S.
Transferred to Asahi Mutual Fund Management (now Mizuho Asset Management) in 1996, serving as Head of Research, Head of Investment, and then Managing Director and Head of Mutual Fund Investments.
One of the few analysts to have worked in research on both the sell side (securities firm) and the buy side (asset management company).
He incisively analyzes markets from both fundamental and technical angles, and his distribution on GogoJunglemarks its 10th anniversarythis year.
The investment salon “From Arano’s Technical Room” boasts the largest scale in Japan among independent analyst newsletters.
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Q. Since entering the financial industry in 1971 up to today, how has your method of analyzing market conditions changed? Could you describe the market then and now in a single phrase?
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From the Showa era, relying on experience and intuition,
to the Reiwa era, harnessing AI.
There’s never just one route up a mountain—there are many. Likewise, there are many vantage points and angles for “winning formulas” in stocks.
Who can win in a stock market with no learning effect—humans, perhaps? |
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Q. What kind of investors do you especially want to subscribe?
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I want investors who conduct their own analysis to read it.
By comparing it with Arano’s analysis,
I want you to improve your results. |
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Q. Do you have a message for current or prospective subscribers?
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Have your own coordinate axis (criteria for judgment).
Master the market and enjoy the market—that’s fundamental.
Through the daily accumulation of new discoveries from market analysis,
identify the flow, changes, and turning points of the market. |
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| Delivered every morning: Japan’s largest independent salon |
Arano Hiroshi: “From the Technical Room”
4,500 JPY/month. Daily morning reports + weekly video commentary. Carefully explains how to choose indicators, read data, and form insights based on conditions. The largest independent salon on GogoJungle, now in its 10th year.
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| Market |
| It gives me a grasp of the broader market picture. The explanations based on historical data are easy to understand and extremely helpful. |
| Eye-opening! |
| When wisdom intervenes with publicly available, scattered data, it transforms into valuable intelligence like this. You can feel Professor Arano’s humble personality—every day is a joy and a mountain of learning. |
| Give up the head and tail with fundamentals and technicals! |
| It’s perfect for taking a broad view with fundamentals and trading short-term with technicals. By trial and error on my own and combining it with the newsletter, I established my own trading style. There’s so much to learn each time, such as price fluctuations from PER and EPS. |
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2. Yuki Yanashita — True value investing learned from the Buffett of Asia
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President of Aurea Lotus Inc.
An operator with about 20 years as an equity fund manager across Hong Kong, the U.S., and Japan, and over 30 years consistently in investment management spanning corporate turnarounds, M&A, and bond strategy.
Starting with joining Citicorp Securities in 1987, he served as a Europe/U.S. bond strategist at BNP Securities and Westdeutsche Securities; after moving to the U.S., he worked as a U.S. equity fund manager at Explorer Fund.
After returning to Japan, he managed Asia/global equity funds at Dai-ichi Life Asset Management and Invesco Asset Management. In 2002, he moved his base to Hong Kong and, atValue Partners, led by a CIO known as the “Warren Buffett of Asia,”he spent four years managing Asian equities including Japan.
He founded Aurea Lotus in 2010. He now works to promote the value approach among individual investors as his mission.
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For those who want to take their time analyzing
and genuinely “invest in businesses,”
I want you to read this.
Invest in companies that can truly create value
and contribute to society—that’s the essence—
I’ll introduce a practical corporate value analysis approach
that shows the path to that goal.
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| Three issues per month: corporate value analysis |
Unraveling Companies and the Market Through Value
4,000 JPY/month. Updated on the 5th, 15th, and 25th of each month. Explains market trends from a value perspective, stock selection, and key points of corporate value analysis. Cultivate a timeless way of thinking that isn’t trapped by short-term price moves.
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| True Value Investing |
| Professor Yanashita’s keen eye for business models is sharp; I always study by reading his analyses. The more I read, the less I worry about short-term price movements. I intend to keep reading without stopping my studies. |
| Professional Craft |
| There are few in Japan who analyze this broadly and are also kind to individual investors. If you want to pursue real investing, this is a must-read. |
| Timeless Truths |
| I’m learning true value investing from scratch from the author and am also a salon member; I feel that investing without this way of thinking is the height of folly. In these turbulent times, real-time distribution is an extremely valuable trove of useful information. |
| For Life |
| It’s universal and unchanging, I believe. The message is consistent, and once you internalize it, you can likely keep investing over the long term. I look forward to every issue. |
| Master Value Investing |
| It’s very educational. There are many investment methods, but I believe value investing does not become obsolete. |
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3. Hakubun Takizawa — From Chicago, the deepest layer of the U.S. market
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Resident of Chicago, USA.Currently the only Japanese floor member at CME (CBOT)providing information on U.S. financial markets and political developments to major Japan-affiliated financial institutions and leading hedge funds.
After joining Nikko Securities in 1988, he moved to Nikko International Chicago in 1993 and the NY head office in 1997. In 1999, he transferred to Citi Group and returned as a CBOT member. After becoming independent in 2002, he worked with O’Connor, FORTIS (now ABN AMRO), and the largest HFT firm Knight Securities; he is now active under WEDBUSH.
His specialties are U.S. Treasury futures/options, U.S. equity futures, VIX, and other Chicago-listed futures products. Despite a premium price of 29,800 JPY/month,its depth and real-time nature have earned strong support from many professional investors and intermediate-to-advanced tradersalike.
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| From Chicago: Institutional-grade analysis |
TAKIZAWA Chicago Letter / Today’s View, Tomorrow’s View
29,800 JPY/month. Deep, real-time analysis of U.S. financial markets and politics, incorporating theories such as the Fourth Turning. For intermediate/advanced investors and institutions.
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| The best analysis for understanding Japan |
| Relying only on mainstream media news is like examining the human body from the outside. Thanks to Mr. Takizawa’s CT-scan-like analysis, the structure and dynamics of the U.S., which controls Japan, and the massive organizations pulling the strings come clearly into view. |
| Understand the essence of American capitalism |
| A robust, overwhelming letter that analyzes U.S. politics and the economy with data, grounded in the Fourth Turning theory. I currently use this letter as my main axis and view other information through it. Amid countless narratives in the world, it gives a clear axis. |
| Expensive but incredibly useful! |
| It conveys the essence of markets, including the global political situation, making it indispensable for setting investment guidelines. It makes clear, in real terms, whether to trade now or wait. Recommended for intermediate or higher investors who have built some knowledge. |
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There’s surely “one” who fits your investing
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Though the three introduced here differ in approach, what they share isan unwavering investment axis grounded in genuine knowledge and experience,without compromise.
Which service suits you depends on your investing style. Start by taking a look at each service page.
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