TCK Stock Up 4x: Watching the SiC Ring Leader, Not Buying
Writing this semiconductor supply-chain moat series, the first two names I covered happened to both be cut in half.…
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Park Systems Stock: Buying the Q1 Earnings Dip
Most people meet Park Systems stock through one line: “the world’s No. 1 in atomic force microscopy.” I did too.
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HPSP Stock: Why I’m Buying a Cracked Monopoly on the Dip
→ Next in the moat series: TCK Stock Up 4x: Watching the SiC Ring Leader, Not Buying
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The KOSPI Selloff Hit My Portfolio Hard — Why I’m Still Buying
The KOSPI selloff has my Korean holdings down double digits. But I read this as two chip names shaking the index, not the index breaking — so I’m averaging down in tranches instead of selling. The exact conditions that would flip my thesis are spelled out below. A month ago I enjoyed opening my brokerage…
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Samsung Stock Fell 9% on a $58B Record Quarter — Why I Bought
A month ago Samsung stock traded above ₩360,000 — roughly $235. It felt rich to me then, and I sat on my hands.
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SK Hynix Nasdaq ADR: Why I’m Holding Into the Re-Rating
If you landed here by searching SK Hynix this week, you probably saw the drop first — the stock fell around 25% ove…
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Samsung’s Record $58B Profit and a 9% Crash: Why I Held
When the Samsung Q2 operating profit headline hit my screen, I read the number twice. KRW 89.4 trillion.
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CS Wind Stock: Accumulating the World’s #1 Into an OBBBA Cliff
I’ll be honest: CS Wind stock is a name my cursor hovered over more than once before I committed.
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Doosan Fuel Cell Stock: The Korean Bloom Energy Trade I Hold
Honest confession: when I first bought this, I bought a “hydrogen theme.” Years ago, when the hydrogen economy was…
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Hyosung Stock Trades at a Third of Its Stake Value
Two months ago, writing my SK Square journal, I looked at a 43.8% holdco discount and wrote “watch,” not “buy.” App…
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Hyosung Heavy Industries Stock: Buying the Rally Give-Back
The crowd spent the first week of July arguing about a number with twelve zeros.
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LS Electric Stock: A 100x Typo Cost It 15% — So I Started Buying
Two numbers: 2.38 trillion won and 23.8 billion won — roughly $1.55 billion versus $15 million.
