Home » Tags

Post-Mortem Analysis

2025 2

August 1

PWR ― Follow Up on Underweight Call [Market Call: UNDERWEIGHT, HOLD] Type: [Quick Note, Follow Up]

March 1

Quanta Services (PWR) ― Overcharged Electric Grid [Market Call: UNDERWEIGHT] Type: [Investment Memo]

2022 2

October 1

2022 Follow Up Log: Verification Notes on the Structural Downturn in Stocks and Real Estate Type: [Quick Note, Follow Up, Investment Memo]

January 1

KOSPI Breaks Below 2,700: Verification of the 2022 Structural Downturn Call Type: [Follow Up, Quick Note]

2020 5

March 3

COVID-19 Crash Dossier: Real-Time Market Notes on the KOSPI Collapse, Bottom-Fishing Calls, and the Pension Fund Shield [Market Call: HOLD, OVERWEIGHT] Type: [Follow Up, Investment Memo]
KOSPI's Historic Back-to-Back Rise [Market Call: OVERWEIGHT, BUY] Type: [Quick Note, Follow Up]
Retail Investors Attempting to Catch a Falling Knife: A Mid-Crash Audit of Margin Debt, Forced Liquidations, and Cash-Rich Inflows in Korean Equities [Market Call: Hold, Overweight] Type: [Investment Memo, Follow Up]

February 1

Soaring Seoul Home Prices Push Presale Rights Higher: Credit Controls, Cash Barriers, and the Collapse of Housing Mobility Type: [Quick Note, Policy Brief]

January 1

Year-End Review on Equities & Real Estate (2019) Type: [Follow Up, Investment Memo]

2019 1

November 1

The Fed Cuts Rates Again: Why Korean Retail Investors Should Be Cautious About Chasing U.S. Stocks Type: [Investment Memo, Follow Up]
[1] [2] [>] [>>]