
Korean value investing strategy
Description
Book Introduction
This book persuasively explains 22 types of business discovery methods and case studies based on the author's own analysis, discovery, and investment in corporate case studies and analysis reports.
Through corporate analysis of Lotte Chilsung, Pacific, Nongshim, Shindoricoh, Pursys, and Hanssem, we provide vivid examples of Korean-style value investing, and suggest types of companies to avoid.
The authors urge investors to "survive the stock market through smart investments," pointing out that "the ideal stock investor must possess the ability to discover outstanding companies, a philosophy of value investing based on business prospects regardless of market trends, and a sense of ownership that is unshaken by stock price fluctuations."
Through corporate analysis of Lotte Chilsung, Pacific, Nongshim, Shindoricoh, Pursys, and Hanssem, we provide vivid examples of Korean-style value investing, and suggest types of companies to avoid.
The authors urge investors to "survive the stock market through smart investments," pointing out that "the ideal stock investor must possess the ability to discover outstanding companies, a philosophy of value investing based on business prospects regardless of market trends, and a sense of ownership that is unshaken by stock price fluctuations."
- You can preview some of the book's contents.
Preview
index
Recommendation
To the revised edition
At the beginning of the book
Part 1: Is value investing possible in Korea?
1.
The Evolution of Stock Investment
From blind investment to technical analysis
Why I'm Passionate About Technical Analysis
2.
Reaching the final stage of evolution
Stock investing is one of mankind's greatest inventions.
Stop saving now
Value investing: Change your concept
Patriotism through value investing
Value investing that always pays off
3.
Value investing is possible in Korea too.
Now there are signs
How to fight tanks
The Internet is a weapon given to us
With the magician called welfare
Become a value investor through business discovery.
Part 2: A Look at Business - How to Find Value Stocks (1)
1.
Take advantage of investment ideas that are readily available.
Hit Products Transform Companies: Hit Product-Type Companies
Brands aren't built overnight: Brand-type companies
2.
Let's find a company that is being criticized for being monopolistic.
The Hand That Shakes Up the Market ①: Natural Monopolies
The Hand That Shakes Up the Market ②: Regional Monopolies
Can anyone make world-class products? : A first-class product company.
3.
Let's have an eye for business
Find a company like Bong-i Kim Seon-dal: a BM-type company.
Technological development is bad: Technology-insensitive companies
Other People's Misfortune is My Happiness: A Company Failing Its Competitors
If you hide it, you won't find it: A treasure-hunting company
From Pupa to Butterfly: A Transformative Company
4.
A company is ultimately about people.
There's no weakling under a brave general: CEO-type companies
The Power of Organization: Manpower-Based Companies
5.
Clearing up misunderstandings will bring benefits.
Change Your Mindset and See Your Business: The Redefining Enterprise
Other people's misfortune is someone else's story: A company that grows amidst the decline
I Don't Know About Recessions: Leading Companies in a Recession
Just because a pizza slice is small doesn't mean it's small: A company with limited distribution capacity
Part 3: The Eye for the Numbers - How to Find Value Stocks (2)
1.
Numbers don't lie.
Growth is the Greatest Virtue: High-Growth Companies
Finding the Pot: High ROE Companies
Profiteering is Good: High-Profit Margin Companies
Nothing stays cheap forever: Low-PER companies
2.
I like companies that like their shareholders.
Cash is King: High-Dividend Companies
Now, we're turning your stocks into money: Companies that buy back their own shares.
3.
Value investing is a positive-sum game.
Part 4: The Value Investor's Treasure Trove - Electronic Disclosure
1.
A treasure trove for value investors
Not looking at the electronic disclosure is like not looking at a poker hand.
What is electronic disclosure?
Importance and Content of Business Reports
2.
An eye for business
Company Overview
Treasury stock and dividends
Business content
3.
Eye for numbers
Financial matters
Balance sheet
Income statement
4.
Understanding the governance structure
Status of governance structure and affiliates, etc.
Matters concerning stocks
Matters concerning executives
About staff
Part 5: When to Buy and When to Sell?
1.
These stocks should be avoided
Fairy Tales: Watch, Laugh, and Forget: Fairy Tale-Type Companies
If you draw lines on a pumpkin, will it become a watermelon? : A shell-shaped company
A pot gets cold quickly: a pot-shaped company
If there is no competitiveness, it is a dumping company.
No matter how much you pour, there's no end in sight: A hippopotamus-like company that gobbles up water.
How to Repay a Thousand Nyang Debt: Debt-Driven Companies
2.
When will you live?
Be courageous when everyone else is afraid
The crash is fun
Encourage temporary slumps
Come out, someone who knows more than the insider
3.
When will you sell it?
What's wrong is wrong, let's admit it honestly.
Be afraid when everyone is greedy
It's best to buy stocks that won't sell.
4.
Become the true owner of your business
Become a legitimate insider
Become a salesperson and IR person for the company you are investing in.
The general meeting of shareholders is a party for shareholders.
Epilogue
To the revised edition
At the beginning of the book
Part 1: Is value investing possible in Korea?
1.
The Evolution of Stock Investment
From blind investment to technical analysis
Why I'm Passionate About Technical Analysis
2.
Reaching the final stage of evolution
Stock investing is one of mankind's greatest inventions.
Stop saving now
Value investing: Change your concept
Patriotism through value investing
Value investing that always pays off
3.
Value investing is possible in Korea too.
Now there are signs
How to fight tanks
The Internet is a weapon given to us
With the magician called welfare
Become a value investor through business discovery.
Part 2: A Look at Business - How to Find Value Stocks (1)
1.
Take advantage of investment ideas that are readily available.
Hit Products Transform Companies: Hit Product-Type Companies
Brands aren't built overnight: Brand-type companies
2.
Let's find a company that is being criticized for being monopolistic.
The Hand That Shakes Up the Market ①: Natural Monopolies
The Hand That Shakes Up the Market ②: Regional Monopolies
Can anyone make world-class products? : A first-class product company.
3.
Let's have an eye for business
Find a company like Bong-i Kim Seon-dal: a BM-type company.
Technological development is bad: Technology-insensitive companies
Other People's Misfortune is My Happiness: A Company Failing Its Competitors
If you hide it, you won't find it: A treasure-hunting company
From Pupa to Butterfly: A Transformative Company
4.
A company is ultimately about people.
There's no weakling under a brave general: CEO-type companies
The Power of Organization: Manpower-Based Companies
5.
Clearing up misunderstandings will bring benefits.
Change Your Mindset and See Your Business: The Redefining Enterprise
Other people's misfortune is someone else's story: A company that grows amidst the decline
I Don't Know About Recessions: Leading Companies in a Recession
Just because a pizza slice is small doesn't mean it's small: A company with limited distribution capacity
Part 3: The Eye for the Numbers - How to Find Value Stocks (2)
1.
Numbers don't lie.
Growth is the Greatest Virtue: High-Growth Companies
Finding the Pot: High ROE Companies
Profiteering is Good: High-Profit Margin Companies
Nothing stays cheap forever: Low-PER companies
2.
I like companies that like their shareholders.
Cash is King: High-Dividend Companies
Now, we're turning your stocks into money: Companies that buy back their own shares.
3.
Value investing is a positive-sum game.
Part 4: The Value Investor's Treasure Trove - Electronic Disclosure
1.
A treasure trove for value investors
Not looking at the electronic disclosure is like not looking at a poker hand.
What is electronic disclosure?
Importance and Content of Business Reports
2.
An eye for business
Company Overview
Treasury stock and dividends
Business content
3.
Eye for numbers
Financial matters
Balance sheet
Income statement
4.
Understanding the governance structure
Status of governance structure and affiliates, etc.
Matters concerning stocks
Matters concerning executives
About staff
Part 5: When to Buy and When to Sell?
1.
These stocks should be avoided
Fairy Tales: Watch, Laugh, and Forget: Fairy Tale-Type Companies
If you draw lines on a pumpkin, will it become a watermelon? : A shell-shaped company
A pot gets cold quickly: a pot-shaped company
If there is no competitiveness, it is a dumping company.
No matter how much you pour, there's no end in sight: A hippopotamus-like company that gobbles up water.
How to Repay a Thousand Nyang Debt: Debt-Driven Companies
2.
When will you live?
Be courageous when everyone else is afraid
The crash is fun
Encourage temporary slumps
Come out, someone who knows more than the insider
3.
When will you sell it?
What's wrong is wrong, let's admit it honestly.
Be afraid when everyone is greedy
It's best to buy stocks that won't sell.
4.
Become the true owner of your business
Become a legitimate insider
Become a salesperson and IR person for the company you are investing in.
The general meeting of shareholders is a party for shareholders.
Epilogue
GOODS SPECIFICS
- Date of issue: February 13, 2004
- Page count, weight, size: 383 pages | 546g | 153*224*30mm
- ISBN13: 9788990831057
- ISBN10: 8990831059
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