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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
When you let your profits run there's always a bit of 'live by the sword, die by the sword' going on, as minor positions swell to 10x the size in some cases. There'll always be...
— Joost van der Mandele
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Other investors who've written on SK Hynix Inc.
South Korean semiconductor company SK hynix Inc. is a leading manufacturer of advanced memory chips. Shares declined sharply...
SK Hynix quick thoughts Let’s try to take a look at this name’s valuation. I assume that...
SK hynix ($000660.KS) is a leading South Korea-based semiconductor memory manufacturer with market-leading positions in advanced High Bandwidth Memory (HBM) supplied to AI accelerators. While the manager...
More institutional theses from Van Der Mandele Arar Fund
Jackson continued to perform in line with expectations, but is facing a dangerous headwind that was thoroughly exposed in a 34-page short-report by QVT. The gist is...
We have frequently visited and even revisited our SK Hynix investment case. As shown in...
But one can take it one step further and receive an even bigger discount through buying SK Inc shares. This is the...