Topic Archives: Korea

Activist Investing in Korea (David Hurwitz)

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. David Hurwitz of SC Fundamental has been collaborating with the Petra Capital folks in Korea as they begin to bring activist investing to that country. It’s almost inconceivable that […]

Petra Capital, “In Search of ‘Hidden’ Champions in South Korea”

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Petra presented on South Korean stocks last year in Las Vegas as well, so it’s likely that these stocks are also ones that individual investors have trouble buying. They’re […]

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    edski I agree, but once there is some news coming out of China/USA /Japan/ Korea (to-day they reported progress still g...

  • Travis Johnson, Stock Gumshoe

    The big markets in Asia have either no pipeline has, or not enough — particularly Japan and S. Korea. China is a wild...

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    AH? Clearly you do not know who has supported Monsanto and who has not....and clearly you have no idea all Trump has ac...

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    one of the stocks inthe Global Investing portfolio, Teva of Israel, expects to launch a migraine med based on deuterium ...

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    I quit following this thread years ago, because I did not want to be in the same room, even a virtual room, with a perso...

  • Gr8Full!

    Chris Gilbey OAM to Join Ionic Board We farewell Merlin Allan as he returns to the UK and welcome the appointment of Ch...

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    $FYI - Daily news from pv magazine USA - 6/27/2018 https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a...

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    I tell you, I would rather Trump had met with Friedland, and the Chinese with North Korea. The Chinese got more of endur...

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    No, but I picked a company that had a cure (ANACOR) and published a thread on it. Boron molecular chemists. They g...

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    5/7/18 Press Release: Aptose Exercises Early Option for CG-806 License From CrystalGenomics -- http://phx.corporat...

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    Hi williamstown, excellent your mate got what he wanted for his wife. These stocks can be such a gamble, DD yes but luck...

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    SS KRC ASX call of yours is a ripper, and looks likely to go higher. True story, my friend asked me recently what sh...

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    Let's see. Jim Richards often talks about Gold being driven higher...crypto-currencies are on the rise...the dollar co...

  • Gr8Full!

    $BNKL - Bionik Laboratories Corp. and Curexo Enter Exclusive Distribution Agreement for Sale of Robotic Rehabilitation S...

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    $FYI - PNNL helps form international energy storage organization https://www.pnnl.gov/news/release.aspx?id=4495&...

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    Posted on HC by thaiinvest, whose posts re worth reading IMO. Am posting here as pretty much sums up most but not all of...

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    Part 1 #Olympics_EXO @weareoneEXO https://twitter.com/TouchItSehun/status/967744083342094337 "It was nice to perform...

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    The Bible did not advocate slavery any more than it advocated divorce, and you can't know it very well if you think so. ...

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    In my haste I neglected to add Big Tech to the EV bandwagon, and Japan and Korea as countires who would like a little le...

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    deanbob...I agree. I never emphasized it, but I had the same feeling about the Chinese in the DRC. They have really big ...

  • Travis Johnson, Stock Gumshoe
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    well. I have been investing for 40 years. I have made MANY mistakes. I was wiped out in 2000, due to arrogance --- I tho...

  • SoGiAm

    matinas achieves statistical end pt .... reuters oth vids Dating Profile Pics: Seek Professional Help? | PLAY VIDEO ...

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    South Korea getting serious about making sure crypto exchanges are above board and their investors are registered correc...

  • SoGiAm

    #Premarket Top % Gainers: $LIVE 40%, $UGAZ 9%, $SPWR $BOIL $SMI $UNG $NEOT $AMPE $AEG $JNUG $EURN $CIM $OTIV $RIO $URA $...

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    Something else to worry about What with North Korea, American politics, electronic global totalitarianism, economic c...

  • SoGiAm

    #Truth #shall #set #YOU #free https://twitter.com/AllenFrancesMD/status/937830947336085504 & what is really scary: ...

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    $PTN. Long, Hi Doc, still long this one and it has been doing well over the last couple months. I know you use to lik...

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    From the above article "The Perfect Storm"...consider this paragraph... "The tectonic shift of (i) the placement of S...

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    Volatility is indeed extreme with much of the most recent rank speculation coming out of S Korea. In addition approval o...

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    The Government of most countries does not control its money supply. The same as United States relying on the Federal Res...

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    Well said, Sharon. Don't forget that Bill Clinton was the President who "trusted" North Korea and, as a result, allow...

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    Information on storage batteries seems to be sparse. There are studies just initiated at PNNL this year on the USA elect...

  • SoGiAm

    Rocket Man Goes Phishing by Manward Bulletin 1-/14 Dictator Logic Sometimes the threat of nuclear war just isn't enou...

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    I agree, HN. I expected some recalcitrance, but what is going on is beyond the pale. Trump's opponents are bordering on ...

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    $AUPH Aurinia is putting the pedal to the metal. Now has 90 trial sites open. On the subject of voclosporin, has an...

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    $FEYE should be the ones North Korea should really fear. A while back the acquired Mandiant. (Mandia is now CEO of FireE...

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    South Korea has said they do not want to rebuild Seoul, as they had to following the Korean conflict. Will that shift t...

  • arch1

    $CTEQF Just guessing about price drop but market is nervous about N Korea situation and may just be part of general flo...

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    $SPX $IBB $XBI U.S. Stock Futures Rise as Irma Weakens, Korea Tensions Ease Bloomberg September 10, 2017 U.S....

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    $SCYX (long and green) Around 12:30 today someone paid (and someone took) over $2,000 buying over 200 SCYX Oct 2.50 Call...

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    Wondering what people think about cryptocurrency now that China and South Korea have blocked participation in ICOs...

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    Like the con-artists who play on greed and fear and promise you riches while they intend to enrich only themselves as th...

  • arch1

    todd An enigma wrapped in a conundrum. Often forgotten is that Korea was the first UN peacekeeping action of The New W...

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    Black swan flaps wings...hydrogen bomb test in North Korea reported by seismic monitoring agencies governments of China ...

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    Visit coindesk.com for your news updates. Bitcoin is already legal currency in Japan, South Korea, and Australia....

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    IMHO there's no immediate rush to get into $PTGX. I'm also somewhat concerned that there may be a bit of a market correc...

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    Travis, thanks for the analysis. I am certainly no expert but have been studying the whole thing quite a bit lately. I...

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    http://www.breitbart.com/video/2017/08/11/ellison-kim-jong-un-is-acting-more-responsibly-than-trump/ This is what the D...

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    Simong, I hear you. I'm looking at some of the sales and wishing I had more capital. AUPH, AKAO, ESPR, ZFGN, PTLA, HA...

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    $Noticker: - well, none of those 3 criteria fit me; I'm an older, financially knowledgeable person with all of my non-ho...

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    Apologies for the lengthy post above, I was not logged in, and the guest post will be delayed for moderation since it co...

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    The bulk capacity of high quality cells comes from Samsung in Korea and Panasonic in Japan. Tesla's "Gigafactory " is ...

  • arch1

    What I, or you, want is meaningless. I was merely pointing out a fact. In all likelihood the population is likely to ha...

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    I understand where the declining-population crowd are coming from, but it seems to be a purely First World view. Sure, ...

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    Excellent presentation. Honestly, I had no idea of the risks we face on our planet. I will share your thoughts with my...

  • arch1

    This is, I feel, very important news. This could be a catalyst for world changing events soon and I do not want to use h...

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    Frank, I keep thinking the left can't shock me anymore, until I saw Huffpo had had article sneering and being heartless ...

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    I was startled to learn while talking to highschoolers that they literally had never heard what communism was, and didn'...

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    From microagressions to jail terms. When trivia becomes the reason for jailing a person, are we so far behind North Ko...

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    Obama probably wouldn't go to the toilet without Jarrett's approval. He said that he consulted her on every significant ...

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    Well said! Not to mention that Iran is happily working with North Korea according to even msm media reports. Obama and...

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    $???? Hi everyone, I was just curious if someone could shed light into any knowledge or science behind PHMGH, active ing...

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    Arch and Sharon, I couldn't agree with you more. I've never been more afraid of what is happening to this country--an...

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    North Korea : Our government tells us the launches were failures, and we all breathe a sigh of relief BUT "On April 30,...

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    $APTO long OW - This is all the details that I could fine on payments. $3 million up front no other details. In June 20...

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    $APTO "Aptose said it expects to undertake IND-enabling studies immediately, and, if it exercises an option under the ag...

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    No $ticker. Looking for thoughts/help for my 85 year old Uncle. Suffering from uncontrollable diarrhea most every day. ...

  • arch1

    Olympic rower James Cracknell, running for office says Cuba And N Korea have way to handle obesity. Yeah starve your pe...

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    $SCYX: A new article published in Medscape features Candida auris and SCY-078. I am posting the article in its entire...

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    $APTO: Q4 Report Corporate Highlights; In January 2017, Aptose announced the prioritization of its resources t...

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    Thanks JT. HOWEVER, I think now, considering China, Russia, N. Korea, Iran, etc. a currency crisis may be coming much so...

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    Jurisdictions...I have a few bucks in countries that one might get woozy thinking about, like DRC, Mongolia, and Turkey....

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    Long $SCYX Hot tip from Twitter (positiontrader74, you here?). AAC Accepted Manuscript Posted Online 21 February 2...

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    There is going to be a giant struggle between countries and companies for manufacturing supremacy. In general, I tend t...

  • arch1

    N Korea despot Kim brother assassinated; http://www.ibtimes.co.uk/kim-jong-uns-brother-kim-jong-nam-assassinated-mala...

  • arch1

    That is according to Glorious Leader Kim,,, right? I heard that he claimed that North Korea had sent a rocket to the su...

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    Impossible in a vertebrate? In your dreams! North Korea has been doing it for years. Pioeers in head transplants....

  • arch1

    The grid does need to be protected and if national government won't do it agitate for local suppliers to harden their sy...

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    I thought this post might be of interest as MediciNova is targeting a number of serious chronic illnesses. There are a l...

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    An AP story, corruption in South Korea, President impeached: http://www.infowars.com/south-korean-president-impeached...

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    From the above link about the drone submarine .... "While negotiations are taking place with the Russian Navy, the desig...

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    For me, one of the curiosities has been the inability/refusal of having our government or our utility power companies to...

  • arch1

    Yes it is good to get news from many sources and countries. Sometimes that enables you to find pieces missing from our o...

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    A heartfelt Hoorah(!) for you and your wonderful family, Larry. Thanks to Frenchy and Chibana and all of the silent Vets...

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    Thanks BTL for your service. I was a bit too young for Vietnam, but lost an uncle in Korea, another uncle wounded at the...

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    Ah, but without Congress, Clinton will have little ability to effectuate any change w/r/t drug pricing no matter how muc...

  • Dr. KSS MD PhD

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  • SoGiAm

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  • Dr. KSS MD PhD

    Hi Ray: Possibly the biology of lupus as well as lupus nephritis may be different in Asian patients. You are astute in t...

  • arch1

    Sherman said it best; War is Hell,,,, and any combat soldier,if you can get them to tell, will agree. In the time of S...

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    Come Hell or high water, AMD will always be around. Whether in the forefront or bringing up the rear, they are competit...

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    $TRXC DR KSS There is an "Elephant in the room" question that I have for you regarding your original posting on th...

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    China is more likely to take over N Korea if there is a coup. China already has troops on the border and thoroughly irri...

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    I found this: http://news.trust.org/item/20160421104800-3zeht/?source=dpagetopic It is inside an article linked to...

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