SK Telecom vs KT: Why One Trades at 48x and the Other at 8x
Everyone is counting gigawatts. I started there too, lining up SK Telecom vs KT by announced capacity.
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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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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.
