Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
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Update on the Put Back Option Clause for IPOs in the Korea Stock Market
This report is an update on the implementation of the "put-back option clause" for IPOs in the Korea Stock Market (for companies applying under the...
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Comprehensive List of Holdco Conversion Candidates in Korea
Holdco (holding company) conversion candidates in Korea have been some of the best performing stocks in Korea in the past six months. In this...
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Korea Stock Market Monthly Recap #11 - (February 2017)
Food for Thought - Is the major underperformance of semiconductor related stocks in Korea in February a short term blip or start of a major...
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