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Full-time investor. Formerly buy-side credit analyst (2yrs) covering Japanese + Asian companies. Before that, I was a cross asset derivatives salesperson at a large bulge-bracket firm, based in Tokyo (4yrs). I use Seeking Alpha to clarify and synthesize my investment thought process and to elicit feedback on my theses; additionally I like to connect with other investors and swap ideas.
You can read my finance-related blog at rapercapital.com (less organized than Seeking Alpha writeups, more my random musings on various finance-related topics).
In addition to investing, I run an investment research business, Shinso Research, that provides bespoke company analysis focusing on Japanese, publically-listed ...More companies. Please mail me for further details.
In 2014, TipRanks ranked me #20 out of 4100 financial bloggers with a 89% success rate on recommendations and an average return of +26%. See performance here:
Going forward I will try to tweet my investment-related thoughts/updates to articles/etc. You can follow me on Twitter, my handle is @puppyeh1
Always looking for new ideas across the board. Happy to exchange ideas/share thoughts/swap notes, feel free to private message me. I currently split my time between Tokyo and Singapore.
Interests: Bonds, Commodities, Developed International Markets, Dividend stock ideas & income, Energy stocks, Options, Stocks - long, Stocks - short, Tech stocks
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I started my blog at the urging of some friends and former colleagues, who I guess are interested in reading my views on a wide miscellanea of finance-related topics. As such, posts will be sporadic and potentially rambling, but hopefully of some interest to those who follow financial markets.
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