AKANA C.

just left a messenge to this person's mobile.

phone room in office was locked entier day, not know why. and i wnat to write down what i want to say then make the phone call. find the mobile # on bloomberg. if he checks messenge, should be enough time in weekend for him to respond.

or maybe better call office when he is there? if he is not happy about bonus, he may leave the firm :-)

i don't know if i should call again to his office later, say next week. or just wait for response.

the situation is we met several times during meeting, lunch, conference. he contacted me a couple of times, and had lunch once with me at least. at that time, i told larry, he said oh, he was JPM sales before, seems not think that one is a good research analyst type. and larry said, he may wnat to hire you.

we met larry's friend in singapore, small fund, 50mil, or even less. larry said that sng guy used to have 2 analyst, left him after one year building their track records. and his freind said he can never figure out or understand what those girls want or think., when i met them, he finally got a guy, senior, maybe as partner level. wonder if that is the model larry want to use.

during my trip in canada, that sng guy still sent me email asking if my freind will be interested, can call him at office directly, since last time i told him i have a friend senior, want to move to asian market side. so that should be jan 10-14th.

2006 and part 2005 stock picks & lessons

503 HK:
-- wanted to buy at 2+HKD. Private company, will be acquired, or just cheap assets to be acquired when it is low. although bumpy, still available assets, (not for holding long, but short term....) see the SNG listed Landwind now in jan 2007
-- but for speculation purpose, i may not be able to pass Larry's questions.
-- Therefore want to wait to buy after Q2 bad result coming out, but the corporate buyers will not wait then...

Landwind:
-- view as some people think it is the bottom, or worst will be over soon?

8HK:
-- valuable assets too, but strategic acquirers are always one step faster. Also did not realise financial buyers can buy first, then pick up good assets. thought it will be difficult for a corp buyer to buy it all for a mall portion meaningful aseets.
-- also very stable CF, (very important to PE)

NTES:
$ 17.23




763 ZTE:

Wanli 15 yr + new boots

finished "Wanli 15 nian" at tianyabook.com. very interesting and insightful macro-history view, esp, in his postscript. about china history, the structure of the society, the interest groups, etc. doubt after 30 years, there has ever been another history book with better view. got to ask dad to buy a print version for me in Shanghai.

just fought against my roommate. the result is the new boots (with huge box) i bought this friday now invade into the top of his closet space. no fight, no gain of extra closet space. and i never feel I have enough closet space

Ottawa and St. John's trip

back from a 6-day canadian trip last night. got my multiple entry visa, no longer need to interview for U.S. visas. feel as free as a bird now.

just the most horrible time traveling in Canada, anyone believing in global warming talk should stay in canada for the winter and convert to other thoeries. full of cancel, delay, change tickets, going through same customs, security check repeatedly due to schedule changes. looked like i almost have to stay at ottawa airport overnight if the last flight to NYC were also cancelled due to thick cloud in NY. When i finally flew into La Guardia, so many people in airport, looking like a refugee camp.

no pain no gain, my 2007 starts with certain acheivements.

Roma, Open City

a human being, made movie like that, no matter whatever else he did, is respectable.

cried at the exact ending.

remind me of Opera Tosca, that Australian martial movie...

Italians, very interesting people, strong feeling, drama, but also neorealistic

if thre is chance, better get another one with subtitle

Roma, Open City

a human being, made movie like that, no matter whatever else he did, is respectable.

cried at the exact end.

remind me of Opera Tosca, that Australian martial movie...

Italians, very interesting people

if thre is chance, better get another one with subtitle