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Written by Riona Tanaka (GogoJungle Inc., Marketing)
Does your investing have a true “core”?
We live in an age overflowing with information.
Economic indicators, earnings announcements, market news—anyone can now access them instantly.
Even so, why are there investors who keep winning, and others who remain lost?
The difference isn’t the amount of information.It’s whether you have a “core” for how to interpret information—that axis.
The three people we introduce today are true professionals who have each built decades-long careers in completely different fields: securities firms, asset management, and the Chicago futures market.
Hiroshi Arano, Yuki Yanashita, and Hakubumi Takizawa.
Three distinct investment philosophies. Three perspectives.
By engaging with each of their insights, you should begin to see the “core” of your own investing.
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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 Asia’s Buffett |
| 3. Hakubumi 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 the Japanese equity market, experienced in both securities firms and mutual fund management companies.
Joined Nihon Kangyo Kakumaru Securities (now Mizuho Securities) in 1971. Began as an analyst in the research department and later worked in the U.S.
Transferred to Asahi Investment Trust Management (now Mizuho Asset Management) in 1996, where he served as Head of Research, Head of Asset Management, and Managing Director/Head of Investment Trust Management.
One of the few analysts who has worked in research on both the sell side (securities firms) and the buy side (mutual fund management companies).
He sharply analyzes markets from both fundamental and technical perspectives, and his distribution on GogoJunglemarks its 10th anniversarythis year.
The investment salon “From Hiroshi Arano’s Technical Room” boasts the largest scale among independent analyst newsletters in Japan.
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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 markets then and now in a single phrase?
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From the Showa era, when experience and intuition were your compass,
to the Reiwa era, where we leverage AI.
There is never only one route up a mountain; there are many. Likewise, there are many viewpoints and angles for a foolproof stock strategy.
In a stock market with no learning effect, can humans be the ones to win—? |
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Q. What kind of investor do you especially want to read your work?
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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 readers or those considering subscribing?
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Have your own coordinate axis (decision criteria).
Master the market, enjoy the market—that’s fundamental.
Through the accumulation of daily discoveries from market analysis,
discern the flow, shifts, and turning points of the market. |
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| Daily morning delivery: Japan’s largest independent salon |
Hiroshi Arano “From the Technical Room”
4,500 JPY/month. Daily morning reports + weekly video commentary. Carefully explains how to select indicators, read data, and conduct analysis according to conditions. The largest independent salon on GogoJungle, now in its 10th year.
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| Market |
| You can grasp the market in a big-picture way. The explanations based on historical data are easy to understand and extremely helpful. |
| Eye-opening! |
| When wisdom intervenes in the scattered publicly available data, it transforms into valuable intelligence like this. You can sense 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! |
| Grasp the big picture with fundamentals and execute short-term trades with technicals—this is perfect for that. By trial and error and combining it with the newsletter, I’ve established my own trading style. Every issue provides many learnings, such as stock price fluctuations from PER and EPS. |
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2. Yuki Yanashita — True value investing learned from Asia’s Buffett
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Representative, Aurea Lotus Co., Ltd.
A practitioner with about 20 years of equity fund manager experience 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 Westdeutsche Landesbank Securities. After moving to the U.S., worked as a U.S. equity fund manager at Explorer Fund.
After returning to Japan, managed Asia and 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,”handling Asian equities including Japan.
Founded Aurea Lotus in 2010. Today, he is dedicated to promoting the value approach to individual investors.
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For those who carefully analyze
and truly want to “invest in businesses,”
this is for you.
Invest in companies that can genuinely create value
and contribute to society—that’s the essence.
We will introduce a practical corporate value analysis approach
that shows the path to doing exactly that.
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| 3 issues/month: Corporate value analysis |
Decoding Companies and Markets with Value
4,000 JPY/month. Updated on the 5th, 15th, and 25th each month. Explains market trends from a value perspective, stock selection, and key points of corporate value analysis. Acquire a timeless way of thinking that isn’t trapped by short-term price movements.
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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 moves. I intend to keep learning and continue reading. |
| Professional Craft |
| There are very few in Japan who analyze across such a wide range and are also kind to individual investors. If you want to practice real investing, this is a must-read. |
| Timeless Truths |
| I learned true value investing from scratch from the author and am also a salon member. I feel it’s sheer folly to invest without this way of thinking. In these turbulent times, the real-time publications are an extremely valuable treasure trove of insights. |
| For Life |
| It’s universal and unchanging. He consistently says the same foundational things, and internalizing them convinced me I could stay in the market for the long haul. 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. Hakubumi 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 trends to major Japanese financial institutions and major hedge funds.
Joined Nikko Securities in 1988; in 1993 moved to Nikko International Chicago, in 1997 to the NY headquarters. Transferred to the CITI Group in 1999 and returned as a CBOT member. After becoming independent in 2002, worked with O’Connor, FORTIS (now ABN AMRO), and the largest HFT firm Knight Securities; now operates under WEDBUSH.
Specializes in U.S. Treasury futures/options, U.S. equity index futures, VIX, and Chicago-listed futures products overall. Despite the high price of 29,800 JPY/month,its depth and real-time nature earn strong support from many professional investors and intermediate-to-advanced traders,respectively.
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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 frameworks like the Fourth Turning. For intermediate/advanced investors and institutions.
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| The best analysis for understanding Japan |
| If you only consume mainstream media news, it’s like examining a human body just by its exterior. Thanks to Mr. Takizawa’s CT-scan-like analysis, the structures and dynamics of the U.S., which dominates Japan, and the massive organizations that steer it, become clear. |
| Understand the essence of American capitalism |
| A robust and overwhelming letter that analyzes U.S. politics and the economy with data, based on the Fourth Turning theory. I now use this letter as my primary axis for viewing other information. Amid the countless narratives out there, it provides a clear core. |
| Pricey but insanely useful! |
| It conveys the essence of markets, including the global political situation, making it an indispensable newsletter for setting investment guidelines. It tells you in real time whether to trade now or wait. Recommended for intermediate and above who have built some knowledge. |
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There’s surely “one” who fits your investing
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Though the three we introduced take different approaches, what they share is“an unwavering investment axis based on genuine knowledge and experience.”
Which service suits you depends on your investment style. Start by checking each service page.
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