Korea Governance Value @DeepvalueK
Exploring unique governance, deep value, special situations in Korean companies. Joined May 2023-
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Level playing field❌, April general election gimmick⭕️
Level playing field❌, April general election gimmick⭕️ https://t.co/4MiOblkNWa
x.com/deepvaluek/sta… Be careful
K-governance = Klown-governance KS$079160 CJ CGV with a cool offering. Of course with a bit of blackmagic, Klowns at the top maintains ownership
K-governance = Klown governance K-Family businesses get passed down to descendants with increasing level of incompetency. Facing one of the highest inheritance tax rates in the world, these Klowns do not want their share prices to go up!
K-governance = Klown governance Beware when you see Korean companies conduct a 'buyback'. Normal reaction is to feel good as wealth transfers from those who sell to those who keep.. Not Korea. K-governance is to 'buyback' stock, keep as treasury stock to use later!
K-Governance > K-Drama MegaStudy($KS072870), a prominent on/offline education provider lending 12% of its book to a subsidiary owned by the founder... to acquire golf courses!
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It is hilarious how many people think - somehow - the Japanese trading companies are 'high quality companies.' On most all objective measures - returns on capital/assets; returns on incremental capital; asset turnover; growth vs cyclicality; etc - they are average, or even poor…
If only there was like, some kinda living legend of investing who has been incredibly successful over decades investing in high quality companies, who had recently placed massively successful bets on Japanese firms.. 🤔
To all my friends in Korea, a translation of Capital Allocation is now available
@GoshawkTrades I hope you've enjoyed this short thread on how to turn a simple trading idea into code. It took less than 10-minutes to go from nothing to a backtest. Now you can explore other ideas on your own and start being more systematic with your trading. Have a good day!
Big short guy has never heard of NOLs? Never meet your heroes.
Bullish South Korea Mega-Thread Closing the “Korea Discount” 1/16
Almost half of Korea's luxury label addicts are now under 40, suggesting an alarming trend toward conspicuous consumption among younger people english.chosun.com/site/data/html…
@AnyonCurve @Citrini7 Hate to be that guy but if we gonna go that path, might as well start factoring in an alien invasion
"State Street's suspension of Korean stock dealings feared to prompt exodus of foreign capital" This short selling ban is starting to backfire badly m.koreatimes.co.kr/pages/article.…
Short selling ban gone wrong....
KOSDAQ just keeps bleeding non stop since the short ban post short covering
If the KOSPI keeps dropping the government will then move on to ban selling
MASSIVE RALLY IN THE KOREAN STOCK MARKET TODAY AFTER SOUTH KOREA BANNED SHORT SELLING
we need to find some way to institute a global shoot on sight order for people who do this ffs 😡
NEW - Hammer attack on painting in the National Gallery, London.
Offshore wind energy is incredibly inefficient compared to nuclear. This video from @Klimavenner highlights that absurdity. No wonder offshore wind farms lose money. Look at the scale needed to replicate #nuclear
KOSDAQ 150 up by almost 11% on the day and hitting the weekly 50 MA. I'm sure it's all strong "fundamentals"
I love minimalist family office websites, here some of the most iconic, or funky, ones I can remember. Curious to see others' favourites also.
@hurdle_rate great work! here's mine - all in one stage tho 😊
I view my track record in 4 stages. 1/ Since I started investing (July 2017) 2/ Since I wrote my first ever stock pitch (July 2019) 3/ Since I started a family trust (March 2020) 4/ Since I started the Hurdle Rate Unit Trust (May 2023) performance has gotten better in each.
The more I learn about investing, the more it is reinforced that there is very little difficulty in finding value; but a huge amount of difficulty - and thus required skill - in extracting value. I am trying to focus almost all of my attention on the latter these days.
@F_Compounders Yeah, but when it comes to Korea, these things are very well known and have been cheap forever, because of corporate governance
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