In today’s briefing:
- At the Core Lies Why Anything Named Samsung Deserves a Discount
At the Core Lies Why Anything Named Samsung Deserves a Discount
- Samsung Electronics (005930 KS) has been a nice outperformer relative to SK Hynix (000660 KS) and Micron Technology (MU US) due to valuation, tech merit and exposure to AI
- For cyclical stocks, no matter defensive vs. peers, does it make more sense to play the pure plays?
- On the recent settlement between Elliott and Samsung C&T (028260 KS) , there was a secret payment made to just Elliott. What about the other minority shareholders?!
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