Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

24 yrs on sell side and buyside.  General investment perspective is that few companies are great allocators of capital

Founder/CEO of ROK Advisory

NCsoft - Launch of Blockchain, NFT Based Game [Re-Rating of the Entire Game Sector in Korea?]

The Blockchain Delusion. A (Mostly) Bearish Investment Thesis.

Gravity Works As WeWork Doesn't; Now Plan B

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Equity Bottom-Up

<ul>
<li>NCSoft moved on the following positives from their call - 1) NFT game in 2022 and 2 success of Lineage W thus far</li>
<li>One thing problematic was the concentration bet by one whale</li>
<li>Has the worst passed for NCsoft? The monetization of Lineage W will be key</li>
</ul>


NCSoft moved on the following positives from their call - 1) NFT game in 2022 and 2 success of Lineage W thus far
One thing problematic was the concentration bet by one whale
Has the worst passed for NCsoft? The monetization of Lineage W will be key


NCSoft - Minnows Attract Sharks and Sharks Attract Whales

NCSOFT Corp

NCSoft - Minnows Attract Sharks and Sharks Attract Whales