Monthly Archives: January 2012

RIA vs. stockBroker

Posted on January 30, 2012 by Yuan He

http://www.kwainvest.net/advice.html

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New book review on The innovator’s Dilemma

Posted on January 23, 2012 by Yuan He

http://www.oneonian.com/books.php?book=InnovatorDilemma

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Illumina Inc

Posted on January 10, 2012 by Yuan He

Industry Analysis (Limited Buyers,  highly correlated to economic conditions, capital intensive): 1) Buyer: Limited -> High 2)Supplier:Low 3)Rivalry: Concentrated and Limited 4) Barrier: High 5) Substitution: Limited 6) Complements: High Genotyping and related technology will be a disruptive technology in … Continue reading →

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NVE Corporation

Posted on January 9, 2012 by Yuan He

NVEC is looking fairly attractive from the top line growth perspective. Spintronic technology is going to be able leapfrog current technology and create new and disruptive markets. Ideally we’d like to invest in Great company at fair price. Unfortunately, NVEC … Continue reading →

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