Baozun with great run!!

Baozun(BZUN) has increased in price about 94% after I bought it. My original article about e commerce can be found here

You can see that company rose 96% percent after my article(not because of :D)


Growth is strong with the company and I see this as good long term holding. I am not wiling to speculate on stock price development forwards but I will look at each stock at end of the year critically.


Keep on investing!

Bitcoin investing opportunities(updated 19.11.2017)

What is bitcoin?

Google answer:

“a type of digital currency in which encryption techniques are used to regulate the generation of units of currency and verify the transfer of funds, operating independently of a central bank. “bitcoin has become a hot commodity among speculators” a unit of bitcoin. “bitcoins can be used for online transactions between individuals”

Market price has increased sharply(live graph so take that into account when reading this)

image?span=6m&size=medium&currency=USD&exchange=bitstamp Bitcoin investing opportunities(updated 19.11.2017)

With bitcoin there has been a flood of other crypto currencies that try to fix problems with bitcoin. Like for example bitcoin network has been quite congested time to time.


What are the top coins?

crypto_market_1_7_2017-1 Bitcoin investing opportunities(updated 19.11.2017)

So clearly ETH(Ethereum) is the top challenger for bitcoin in market cap. Actually trade volume of ETH exceeds the Bitcoin time to time. Bitcoin cash also has emerged to compete.

But you should read these about Bcash:

Chinese conspiracy for Bcash posted before price pump & dump


How to invest in crypto coin ecosystem?

Basically there are three basic ways to invest.

  1. Speculate with currency prices and buy given coin
  2. Invest in crypto currency start ups
  3. Invest in mining or proof of stake in coins

To buy coins, you need a wallet

To store coins, you need wallet suitable for each currency. You can use online wallets like coinbase or myEthereum wallet, software wallets like the original bitcoin core or hardware wallet like Ledger or Trezor.

I personally prefer hardware wallets. They offer great security as there has been hackings in history in online trading platforms and wallets. Hardware wallets also won’t need to download the blockchain data to computer like software wallets do. Software and hardware wallets and backed by paper copies of account access in case of computer or device is broken.

I personally use Ledger Nano S hardware wallet with supports many major currencies and Bitcoin Armory software wallet. Bitcoin Armory is very secure software wallet but I prefer Ledger due blockchain storage requirement.

I recommend buying Ledger straight from their website.


Cryptocurrency start ups

Crypto currency star up genre is currently very active. These start ups can be even more risky that normal start up if shares of physical company are not sold and only some new token or coin virtually to represent the shares. It is like wild west. I have some share in Bitcoin casino operator which I bought in 2013 and they will relist to waves platform in coming days.  Currently I am only following waves platform star ups as it might come major virtual asset decentralized exchange at some point.


Mining or lending coins in proof of stake

Video of traditional bitcoin mining

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Proof of stake “virtual mining”

[kad_youtube url=”” width=640 height=360 ]


What do I do then?

As mentioned I hold small stake in which lists shortly to waves platform

I also have stake in Cloud mining which is traditional crypto currency mining with larger server farm. My units of this are with Hashflare and Genesis mining. I however do not recommend Hasflare anymore as they only have contracts limited to one year in BTC mining. Genesis offers open ended contracts and they are lifetime long as long as it is profitable.

Genesis mining has the mining farm in Iceland where it is cold and electricity is cheap.

Here is link to there with:

GM_LS-BIT-Banners_640x100px Bitcoin investing opportunities(updated 19.11.2017)

They offer many option between different currencies.  Just know that mining of coins gets harder time to time and profitability calculations found  online should be taken with grain of salt! If you like this article and register to Genesis mining be sure to use discount code for 3% off the price of any mining contracts!

discount code: WsYIbi

Currently profit calculator for yearly profit show something like 100% return for BTC mining in a year but due to difficulty increase it might only be about 50%.

(try this to estimate profitability)

I also  am a gamer and mine Etherium with my gaming PC. I have Nvidia 1070 GTX which suits this good for now. However mining for ETH will end soon as they switch to proof of stake(the 2nd video above) and I am not willing to invest in new GPU just to mine for that reason.


Keep on investing!

Stock battle check

growth16_6_2017 Stock battle check

Growth portfolio has had 8.36% total return from the start. Only lagger is Nucor for now but they are still making much better result than last year but consensus wanted more from last quarter.

dividends_16_6_2017 Stock battle check

The dividend portfolio total return has been 4.88%. Triangle and BLX are the laggers here. Triangle however pays strong dividend.


LG display Quick take

LG is one of the major display and TV manufacturers in the world. They have been pioneering large size organic led panels for awhile. There was a battle of OLED technologies with samsung and LG seemed to have won at least for now. Nearly all TV makes that have OLED in their lineup, have LG panel inside them. All OLED from Sony, LG, and Panasonic have been getting great reviews.

You can checkout professional reviews of those in here:

Investment thesis looks also lucrative from valuation stand point against forecasts.

Check this fastgraphs image.

LPL LG display Quick take


If we look and trust 2019 earnings forecast, current price level looks very nice. Earnings are forecasted to decline this year though but I look bit further away.  I see about 20% yearly return for the stock if all goes well. Fast graphs suggest even higher than that but I think stock might get hit when earnings hit for this year.

And if you follow us on Facebook, you know that I have already bought a piece of LG display (NYSE:LPL)


Keep on investing

New host and info about new post format “Quick take”

I had to change the hosting place. All done now!


i will be putting new posting format to site called “Quick take”.  That will be a more compact format for stock ideas with visual investment case analysis. Reason for this is that I have been to busy write something and I need to find way to pitch you my ideas more often and still provide some valuation analysis.

I will start quick takes this week.


Keep on investing!