David Hong - Hedge Fund Manager

Stock Analysis

Financial Statement

Annual Report

Welcome to my channel.

I am a CIO of a special situations / value-oriented fund based in Korea.
Through this channel, we will provide deep-dive analyses on global companies.
**Nothing on this channel is investment advice, so please make your independent decisions.**

Below is my resume, and please email us with any suggestion to improve the channel/content/analyses.
Thanks guys!
Professional experiences:
+ JP Morgan (Investment Banking), New York
+ Sanford C. Bernstein (US IT Research), New York
+ Citigroup (Investment Banking), Hong Kong
+ KJ Partners (Hedge Fund PM), Hong Kong
+ D&H Capital Management (CIO), Seoul, Korea Education and other:
+ Cornell University (Economics), New York
+ Author of ‘Financial Modeling Bible’

Major risks of Berkshire & investor options [BRK 401]

Intrinsic Value of Berkshire Hathaway [BRK 301]

Deep-dive into Berkshire's Busienss Model [BRK 201]

Berkshire vs. S&P500, which is better? [BRK 101]

"Tesla FSD" Valuation

Why is CSX a long-term Compounder (#CSX Analysis)

AmBev = 6% Dividend + Buyback from the largest LatAm brewer (ABEV Stock Analysis)

Healthpeak (DOC): Full Stock Analysis [REITs #8]

Microsoft 2024 Q3 Earnings: "$ 10bn AI Revenue"

Google's 2024 Q3 Earnings: How AI make $$$ for Alphabet

Tesla 2024 Q3 Earnings Update

Realty Income: 2024 Q1 Earnings Summary [REITs #6]

What Warren Buffett sees in the future of RADIO | SiriusXM (SIRI)

Should I invest in Intel? | Intel’s 2024 Q1 Earnings Report

AI, FSD, EV slowdown? Analyzing Tesla(TSLA) 2024 Q1 Earnings

NVDA = Intrinsic Value Calculation

TSLA = Intrinsic Value Calculation as "just a car company"

Coupang(The Amazon of Korea) | 2023 Q4 Earnings Analyzed - Will Coupang continue experience growth?

NVIDIA's Q4 Report: Accelerated Computing Domination | AI Evolution and the Data Center Boom🚀

Inside Realty Income: 2023 Q4 Earnings [REITs #5]

Palantir's Remarkable Expansion: A Leading AI-Driven Company in Unprecedented Growth

Breaking Down Kennedy-Wilson Holdings: Premier Real Estate or Hidden Risks? 📈🏠 [REITs #4]

Tesla's 2023 Q4 Breakdown: Model Y Triumph, FSD Upgrade, and Elon Musk's Bold Vision

Unveiling Bill Miller's Investment Strategy: A Closer Look at CTO Realty Growth [REITs #3]

Michael Burry's Latest Move: Investing Big in Nexstar Media Group | 5 Bull and 3 Bear Theses!

Inside Palantir's Q3: Profits, Strategic Deals, and the AI Bootcamp Phenomenon!"

Realty Income: 2023 Q3 Earnings Summary [REITs #2]

Coupang's Q3 Financial Report Breakdown: Accelerating Growth and Market Dominance

Amazon's Q3 2023 Earnings Deep Dive: Innovations, Financials, and Future Plans

"Intel's Strategic Leap: Transformative Achievements and Financial Insights - Q3 Update 2023"