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2024-01-20 08:00:00 ET Summary Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longl...
2023-08-09 10:24:59 ET Summary Coupang, the South Korean e-commerce giant, has the potential for long-term growth due to positive demand dynamics and a defendable competitive position. The company's efficient logistic network and use of AI and machine learning set it apart from co...
2023-03-06 16:33:03 ET Summary The Korea Fund has geographic and industry diversification. Its performance track record is better than most Korean focused ETFs but investors are paying a slightly higher management expense ratio. KF provides exposure to South Korean blue chip c...
Summary Pre-loved fashion marketplace ThredUp Inc. has seen a huge 10% price rise as I write today. To my mind, this was overdue. ThredUp functions in a promising market, with expected growth of 10-15% over the next decade. Its own past revenues confirm the rising trends. Both its P...
Summary A weaker inflationary impulse combined with the rapid reversal of China’s Zero-Covid policy set up a favorable environment for the outperformance of emerging markets stocks. The great reset in growth company valuations bodes particularly well for global growth investors. ...
Summary Higher interest rates will eventually act as a brake to this economy on steroids that is mainly funded through extreme fiscal largesse and printed money by central banks. Either inflation must come down or interest rates have to go up further. Or both. And probably both. ...
InvestorPlace - Stock Market News, Stock Advice & Trading Tips What a day it’s been for e-commerce stocks across the board. Most major players in this sector have surged today as bond yields decline. Investors appear to be pricing in a slowing of rate hikes, given the Bank of Au...
Naver Corporation (NHNCF) Q2 2022 Earnings Conference Call August 04, 2022 08:00 PM ET Company Participants Min Kim - Investor Relations, Director Soo-yeon Choi - Chief Executive Officer Nam-Sun Kim - Chief Financial Officer Conference Call Participants ...
The following slide deck was published by Naver Corporation in conjunction with their 2022 Q2 earnings call. For further details see: Naver Corporation 2022 Q2 - Results - Earnings Call Presentation
The following slide deck was published by Naver Corporation in conjunction with their 2021 Q3 earnings call. For further details see: Naver Corporation 2021 Q3 - Results - Earnings Call Presentation