Wisdom of Good Allocators

Each quarter, we receive hundreds of letters written by managers. Some of them are excellent, most of them are not, but we still read...

Z Club: October 2019 Monthly Newsletter

Dear Friends, We are pleased to share with you the October 2019 newsletters for the portfolios managed by the Generation Z Investment...

Interview with Shinya Deguchi

By Tiffany Liu Tiffany Liu: Shinya, thank you very much for this interview. I’m quite excited to be a part of Project Z. Before talking...

Requiem for the American Dream

Housing Markets: Different Paths of the Recovery Is the U.S. housing market recovering? We were quite puzzled and didn’t really know the...

Another Dream of Californication

Source: Supplemental Nutrition Assistance Program, Census When we are on the road for research trips, we usually try to check the...

It wasn't me... it was CHINA!

China is an interesting topic. We spent hundreds of hours to understand what China really is and we still do not understand. We think...