Filtering signal from noise across US, European, and Korean markets
Deep dives into individual companies and sectors across US, European, and Korean markets. Each analysis reads primary filings and Korean-language IR disclosures directly, then sets a valuation range based on forward earnings. Plant early. Harvest when the crowd arrives.
This article is a condensed version of the subscriber research published on 14 August 2026. The valuation figures and coordinates are available in the original. Buongiorno. After my last deep dive I sat down to check a single toxin name in my Korean Beauty coverage, and found that eight of my seeds — the individual … Read more
This article is a summary of the subscriber piece published on July 31, 2026. Figures and price targets are available in the original. In June’s back-end equipment deep dive, I argued that AI chip test was the binding bottleneck of this cycle, and that the field had grown while only one seed spot remained. A … Read more
This article is a condensed version of “The €100,000 Arm and the $20,000 Body: Why I Still Haven’t Planted Humanoids,” originally published for subscribers on July 21, 2026. Valuation figures and price targets are available in the original. Opening. Humanoids. Physical AI. I am finally doing the deep dive — along with the reason I … Read more
This article is a condensed version of the subscriber deep dive published on June 29, 2026. The report was written with a market correction in mind, and a month on, its top pick has moved against the index and set an all-time high this past Friday. We are archiving the article here as well. Specific … Read more
Sowing Seeds vs. Harvesting Profits in the 2026 World Order Commodity investment 2026 is quickly becoming the cornerstone of the new global economic order. Hello, readers. Growth Papa here. It has been three months since I first warned of the “commodity shock” triggered by escalating US-China tensions. Since then, we have witnessed a broad rally … Read more
Introduction: The Hidden Infrastructure of Smart Technology As electronic devices become increasingly sophisticated—from electric vehicles and data centers to AI devices and robotics—there’s one tiny component that’s becoming absolutely essential: the Multi-Layer Ceramic Capacitor (MLCC). While most investors focus on the flashy end products, I’ve discovered that the real opportunity lies deeper in the supply … Read more
Today, I’m looking back at the investment ideas I shared with friends on January 2nd and March 7th, 2025, to see how they’ve evolved over the past few months. From early on, I anticipated capital flows toward emerging markets, but Trump’s uncertainty seemed to create a prolonged effect of capital being trapped in US-focused investments. … Read more
Can a small fabless company become the dark horse of 5G? Here’s why GCTS is drawing attention—and how much upside it could offer. 1. What kind of company is GCT Semiconductor? GCT Semiconductor (ticker: GCTS) is a US-listed fabless chip design company, focused on 4G and 5G modem chipsets. They do not manufacture the chips … Read more
1. 삼성전자와의 협업: AI MCU 공급 확대 삼성전자의 차세대 AI 가전 라인업에 어보브반도체의 AI MCU가 본격적으로 탑재될 예정이다. 2024년형 ‘비스포크 AI 콤보’ 세탁기, 2025년형 ‘비스포크 AI 하이브리드’ 냉장고 등 주요 프리미엄 가전에 어보브의 칩이 적용되었으며, 2025년 상반기 양산 예정인 온디바이스 AI MCU(코드명 아담-100)는 음성 인식, 에너지 최적화 등 AI 기능이 내장되어 있다. 이 칩은 삼성 … Read more
AI반도체 계의 실리콘투? 삼지전자는 통신장비 제조와 전자유통업을 중심으로 성장 중인 코스닥 상장 기업이다. 특히 2024년 삼성전자와의 AI 반도체 유통 사업권을 따내면서 매출과 영업이익이 크게 뛴 부분이 관심이 갔다. 전자 유통업으로 24년도에 영업이익을 이렇게 올렸다고? 알고보니, 삼성전자의 AI칩 유통권을 따낸 회사 였다. 이번 분석에서는 삼지전자의 구조적 성장 가능성과 경쟁 우위, 재무 성과, 그리고 운영 효율성 측면에서의 … Read more