|
Written by Riona Tanaka (Gogojungle Inc., Marketing)
Does your investing have a true axis?
We live in an age overflowing with information.
Economic indicators, earnings releases, market news—anyone can now access them instantly.
Even so, why are there investors who keep winning and investors who remain lost?
The difference is not the amount of information.It’s whether you have the axis for how to interpret information—or not.
The three people we introduce here are true professionals who have built decades-long careers in entirely different fields: securities firms, asset management, and the Chicago futures market.
Hiroshi Arano, Yuki Yanagishita, Hakubun Takizawa.
Three distinct investment philosophies. Three viewpoints.
By engaging with each of their insights, you should begin to see the axis of your own investing.
|
| Contents |
| 1. Hiroshi Arano — A market veteran of 50+ years on how to face the market |
| 2. Yuki Yanagishita — Genuine value investing learned from Asia’s Buffett |
| 3. Hakubun Takizawa — From Chicago, a look into the depths of the U.S. market |
|
1. Hiroshi Arano — A market veteran of 50+ years on how to face the market
|
|
A veteran analyst with over 50 years analyzing the Japanese equity market, with experience at both a securities firm and an asset management company.
Joined Nippon Kangyo Kakumaru Securities (now Mizuho Securities) in 1971. Started as an analyst in the research department and later worked in the U.S.
Transferred to Asahi Mutual Fund Management (now Mizuho Asset Management) in 1996. Served as Head of Research, Head of Portfolio Management, and Managing Director/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 sharply analyzes markets from both fundamental and technical perspectives, and his distribution on GogoJungle marks the10th anniversarythis year.
The investment Salon “From Arano’s Technical Room” boasts the largest scale in Japan among independent analyst newsletters.
|
|
Q. Since you entered the financial industry in 1971 up to today, how has your method of analyzing market conditions changed? Could you sum up the market then and now in a few words?
|
|
|
|
From the Showa era, when experience and intuition ruled,
to the Reiwa era, where AI is leveraged.
When you climb a mountain, there’s never only one route—there are many. Likewise, there are many angles and viewpoints for a “surefire” stock strategy.
Who can win in a stock market that has no learning effect—humans? |
|
|
|
|
Q. What kind of investors do you especially want to subscribe?
|
|
|
|
I want investors who also do their own analysis to read it.
By comparing it with Arano’s analysis,
I want you to improve your outcomes. |
|
|
|
|
Q. Could you share a message for current and prospective subscribers?
|
|
|
|
Have your own coordinate axis (criteria for judgment).
Mastering and enjoying the market is fundamental.
Through the accumulation of daily discoveries from market analysis,
discern the flow, changes, and turning points of the market. |
|
|
|
|
|
| Weekly delivery: video + materials explained |
Arano Hiroshi “Decoding the Market’s Message”
1,200 JPY/month. Updated every Friday. Reviews the week’s market and clearly explains short- and long-term outlooks via video and materials.
|
|
|
|
| Delivered every morning: Japan’s largest independent salon |
Arano Hiroshi “From the Technical Room”
4,500 JPY/month. Morning report every day + weekly video. Carefully explains how to choose indicators for the situation, how to view data, and methods of analysis. The largest independent salon on GogoJungle, now in its 10th year.
|
|
| Market |
| I can grasp the market from a big-picture perspective. The explanations based on historical data are easy to understand and extremely informative. |
| Eye-opening! |
| When wisdom intervenes in publicly available scattered data, it transforms into valuable intelligence like this. You can feel Professor Arano’s humble character—it’s a daily joy and a mountain of learning. |
| Give up the head and tail with fundamentals and technicals! |
| Capture the big picture with fundamentals and execute short-term trades with technicals—this is perfect for that. By experimenting myself and combining it with the newsletter, I established my own trading style. There’s so much to learn each time, like stock price fluctuations viewed through PER and EPS. |
|
2. Yuki Yanagishita — Genuine value investing learned from Asia’s Buffett
|
|
Representative, Aurea Lotus Inc.
A practitioner with about 20 years of experience as an equity fund manager in Japan and abroad (Hong Kong, U.S., Japan), and over 30 years consistently in investment management, including corporate turnaround, M&A, and bond strategy.
Began at Citicorp Securities in 1987, then served as a European/U.S. bond strategist at BNP Securities and West Germany Securities. After moving to the U.S., worked as a U.S. equity fund manager at Explorer Fund.
After returning to Japan, managed Asia/global equity funds at Dai-ichi Life Asset Management and Invesco Asset Management. In 2002, relocated to Hong Kong and spent four years at Value Partners, led by a CIO known as“Asia’s Warren Buffett,”engaging in Asian equity management including Japan.
Founded Aurea Lotus in 2010. Now dedicated to promoting the value approach to individual investors.
|
|
|
|
For those who carefully analyze and
truly want to invest in businesses,
I want you to read this.
Investing in companies that can properly create value
and contributing to society is the essence—
I will introduce a practical corporate value analysis approach
that shows the path.
|
|
|
|
|
|
| Delivered 3 times a month: corporate value analysis |
Companies and Markets Unraveled by Value
4,000 JPY/month. Updated on the 5th, 15th, and 25th. Explains market trends from a value perspective, stock selection, and key points of corporate value analysis. Cultivate a universal way of thinking unbound by short-term price moves.
|
|
| True value investing |
| Professor Yanagishita’s keen insight into business models is sharp; I always learn from his analyses. The more I read, the less I worry about short-term price moves. I intend to keep reading and never stop learning. |
| Professional craft |
| It’s rare in Japan to find someone who analyzes such a wide range and is also kind to individual investors. If you want to practice real investing, this is a must-read. |
| Timeless truth |
| I’ve learned true value investing from the author from scratch and I’m 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 treasure trove of useful information. |
| For life |
| It’s universal and unchanging. He consistently says the same thing, and it clicked that, if I master this, I can stay in markets for the long haul. I look forward to every issue. |
| I want to master value investing |
| It’s very educational. There are various investment methods, but I believe value investing is a method that does not become obsolete. |
|
3. Hakubun Takizawa — From Chicago, a look into the depths of the U.S. market
|
|
Resident of Chicago, USA.Currently the only Japanese floor member at CME (CBOT),providing information on U.S. financial markets and political trends to major Japanese financial institutions and large hedge funds.
Joined Nikko Securities in 1988; in 1993 moved to Nikko International Chicago, then to the NY headquarters in 1997. Transferred to the CITI group in 1999 and returned as a CBOT member. After going independent in 2002, worked with O’Connor, FORTIS (now ABN AMRO), and the largest HFT firm Knight Securities; now active under WEDBUSH.
Specializes in U.S. Treasury futures/options, U.S. equity index futures, VIX, and other Chicago futures products. Despite the high price of 29,800 JPY per month,it is supported by many professional investors and intermediates/advanced traders for the depth and real-time nature of its information,.
|
|
|
| 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 like the Fourth Turning. For intermediate/advanced investors and institutions.
|
|
| The best analysis for understanding Japan |
| Just consuming mainstream media is like examining a human body only 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 behind it, come into clear view. |
| Understand the essence of American capitalism |
| A robust, overwhelming letter that analyzes American politics and economics with data, based on the Fourth Turning theory. I currently use this letter as my main axis for viewing other information. Amid the myriad narratives out there, it gives you a clear axis. |
| Pricey but insanely useful! |
| It conveys the essence of markets, including global political conditions, making it indispensable for setting investment guidelines. You can really tell whether to trade now or wait. Recommended for intermediate or above with some knowledge. |
|
There is surely “one” who fits your investing
|
|
While the three people introduced today take different approaches, what they share is“an unwavering investment axis grounded in genuine knowledge and experience.”.
Which service suits you depends on your investment style. Start by taking a look at each service’s page.
|
|
