Event Driven
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 1
October 1
2022 Follow Up Log: Verification Notes on the Structural Downturn in Stocks and Real Estate
Type: [Quick Note, Follow Up, Investment Memo]
2021 6
April 1
[News Roundups] Second Week of April 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
March 4
[News Roundups] Fifth Week of March 2021: Digital Taxes, the Suez Shock, Cloud Growth, Battery Materials, and Seoul Redevelopment
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] Fourth Week of March 2021: Rates, Semiconductors, ESG, Logistics, and Sector Rotation
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] Second Week of March 2021: Stimulus, Inflation, Semiconductors, Banks, Crypto, and Sector Rotation
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] First Week of March 2021: Stimulus, Semiconductors, Hydrogen, Housing, and Reopening Trades
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
February 1
[News Roundups] Fourth Week of February 2021: Liquidity, Inflation, Semiconductors, Housing, and Reopening Trades
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]