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Some links

  1. The risk and return of VC (link)
  2. Haypp (link)
  3. Japan SaaS (link)
  4. Cannabis drinkings (link)
    • Green Thumb
    • Grown Rogue
    • Glass House brands
  5. Overvalued USD (link)
    • Personally, I think exchange rate is just one of the reasons. There are structural problems in Europe such as rigid labor/env. law that make it not commercial friendly.
  6. Deep value Japan Co. (link)
    • Keihin Corp
    • Somar Corp
    • Fujishoji
    • Integral Corp
    • Mutoh 
    • Hyoki Kaiun Kaisha
    • 6964 - Sanko Corp.
    • 4976 - Toyo Drilube.
    • 7614 - OM2 Network.
    • 1879 - Shinnihon.
    • 5958 - Sanyo Ind.
  7. Clouds on the horizon for NVDA (link)
    • counter opinion: if AI is cheaper due to theoretical breakthrough, more demands for AI and in turns make AI much cheaper. NV might lose market share, but it would still grow due to ever-enlarging market size.
  8. US household expense statistics (link)
    • House: 33%
    • Transportation: 17%
    • Food: 13%
    • Personal insurance and pensions: 12%
    • Healthcare: 8%
  9. DCC (link)
  10. Deepseek FAQ (link)

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