Verification
2025 3
October 1
PWR ― 2nd Follow Up on Underweight/Hold Call
[Market Call: SELL, UNDERWEIGHT]
Type: [Quick Note, Follow Up]
August 1
March 1
Quanta Services (PWR) ― Overcharged Electric Grid
[Market Call: UNDERWEIGHT]
Type: [Investment Memo]
2022 3
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 2
KOSPI Breaks Below 2,700: Verification of the 2022 Structural Downturn Call
Type: [Follow Up, Quick Note]
Year-End Review (2021) and Year-Ahead Outlook (2022) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay]
2020 4
March 2
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]
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]