JinHan

Long-only Strategy | M&A | Corporate Finance

    • JinHanJinHan
      ·01-06

      Is Verisign the Next Buffett-Backed Winner?

      Verisign: A Business Built on Digital Foundations Verisign Inc. (NASDAQ: VRSN) operates as a critical player in the internet infrastructure space, specializing in domain name registry services. It holds the exclusive rights to manage two of the internet’s most important top-level domains (TLDs): .com and .net. This monopoly-like position, secured through long-term contracts with ICANN (Internet Corporation for Assigned Names and Numbers), ensures Verisign a consistent and highly profitable revenue stream. The company earns revenue primarily by charging domain registrars for registering and renewing domain names. With millions of websites relying on .com and .net domains, Verisign enjoys an unparalleled recurring revenue model. Beyond domain registration, Verisign is involved in providing c
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      Is Verisign the Next Buffett-Backed Winner?
    • JinHanJinHan
      ·01-06

      Tech Revival: ASML and AMD Will Be The Potential 2025 Winners

      As we step into a new year of market opportunities, savvy investors are scanning the tech sector for potential bargains. After a tumultuous 2024 for tech stocks, marked by sharp corrections and fluctuating investor sentiment, a clear theme has emerged: some of last year’s laggards could be tomorrow’s leaders. This article delves into why buying underperforming tech giants in the S&P 500, particularly ASML and AMD, could be a winning strategy for 2025. Laggards in Tech: A Hidden Gem? Tech stocks have historically been a mixed bag during market corrections. While some names bounce back swiftly, others take time to regain momentum. Data shows that buying the laggards of the tech sector often leads to significant outperformance compared to the broader S&P 500. This is especially true f
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      Tech Revival: ASML and AMD Will Be The Potential 2025 Winners
    • JinHanJinHan
      ·01-04

      Is NVIDIA Ready for Its Next Big Breakout?

      The Consumer Electronics Show (CES), a global stage for innovation, is here once again. As one of the most anticipated tech events, CES serves as a launchpad for groundbreaking technologies across various industries. NVIDIA, a company synonymous with technological disruption, often uses CES to showcase its cutting-edge advancements, and this year promises no exception. With the stock trading around $128-$135, many investors are wondering: Is now the time to add NVIDIA to their portfolio? What is CES? The Consumer Electronics Show (CES) is an annual event where tech companies, both giants and startups, unveil their latest innovations. Held in Las Vegas, CES features a broad spectrum of technologies, from consumer gadgets to transformative AI applications. For investors, CES acts as a crysta
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      Is NVIDIA Ready for Its Next Big Breakout?
    • JinHanJinHan
      ·01-02

      Market Pullback: Strategic Buying

      As markets experience inevitable pullbacks, many investors find themselves caught in the dilemma of timing the market. Should you sell at the highs, or is this an opportune moment to buy? While the debate is perennial, the wisdom of legendary investors like Peter Lynch provides a timeless perspective: time in the market beats timing the market. Let’s explore this principle and how it shapes long-term investment strategies. The Peter Lynch Philosophy: Time in Market Beats Timing the Market Peter Lynch, one of the most successful investors of all time, famously stated, "Far more money has been lost by investors preparing for corrections than in the corrections themselves." This underscores the value of staying invested through market cycles. The concept is simple: Timing the market requires
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      Market Pullback: Strategic Buying
    • JinHanJinHan
      ·01-01

      Xiaomi's Remarkable Surge: Can It Take on Tesla in the EV Race?

      In 2024, Xiaomi Corporation (HKEX: 1810) has made waves in the stock market, surging an impressive 120% year-to-date (YTD). This growth has sparked discussions about the tech giant's potential to compete with established players like Tesla (NASDAQ: TSLA), particularly as Xiaomi ventures into the electric vehicle (EV) market. However, while Xiaomi's achievements deserve applause, it’s important to put the narrative in perspective. Tesla and Xiaomi operate in different realms, and their competition—if it materializes—will largely be confined to the EV field. Xiaomi: A Tech Powerhouse Diversifying into EVs $XIAOMI-W(01810)$ What Xiaomi Does Founded in 2010, Xiaomi began as a smartphone company and has since expanded into a tech conglomerate. Known f
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      Xiaomi's Remarkable Surge: Can It Take on Tesla in the EV Race?
    • JinHanJinHan
      ·2024-12-31

      Boeing’s Turbulence: Should Investors Buy the Dip or Stay Grounded?

      Boeing Co. (BA), once a towering symbol of American innovation and industrial might, has faced relentless turbulence over the past few years. With recurring safety concerns, production delays, and the shadow of high-profile air crashes, investors are left questioning whether the aerospace giant is a viable long-term investment or a company mired in too much risk. In this article, I share my personal views on why Boeing may not be a "buy and hold" stock, delve into the company’s recurring challenges, and explore the investment thesis for those tempted to capitalize on its dips. The Challenges Boeing Faces 1. Safety Concerns and Air Crashes Boeing’s reputation took a massive hit following the two devastating crashes of its 737 MAX aircraft in 2018 and 2019, which claimed hundreds of lives. T
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      Boeing’s Turbulence: Should Investors Buy the Dip or Stay Grounded?
    • JinHanJinHan
      ·2024-12-30

      Are Small-Caps Poised for a Major Comeback?

      The financial markets are no stranger to sector rotations—periods when investors shift their focus from one segment of the market to another in search of better opportunities. As we look ahead to 2024, one segment garnering significant attention is small-cap stocks, represented by the Russell 2000 index. Could this often-overlooked sector be the next big move for savvy investors? Understanding Sector Rotation and Why Small-Caps Are in Focus Sector rotation is a natural phenomenon in financial markets. It occurs as economic conditions change, prompting investors to reallocate their portfolios. In 2024, several key factors are setting the stage for a potential resurgence in small-cap stocks: Economic Recovery and Domestic Exposure: Small-cap companies tend to be more domestically focused, ma
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      Are Small-Caps Poised for a Major Comeback?
    • JinHanJinHan
      ·2024-12-27

      S&P 500 Rebound: The Road to 6,000 and Beyond

      The S&P 500, a barometer for the U.S. economy and a cornerstone of global financial markets, has experienced a remarkable rebound in 2024. After weathering the turbulence of recent years—marked by inflationary pressures, Federal Reserve rate hikes, and geopolitical uncertainties—the index appears poised for a potential climb to uncharted territory: 6,000 points. But can it sustain this upward momentum and close above that critical psychological level by year-end? A Year of Recovery and Resilience The S&P 500 has demonstrated remarkable resilience throughout 2024, supported by cooling inflation, a softer stance from the Federal Reserve, and improved corporate earnings. As of December, the index has already surpassed 5,800, marking a year-to-date gain of over 20%. This rally has been
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      S&P 500 Rebound: The Road to 6,000 and Beyond
    • JinHanJinHan
      ·2024-12-26

      Bitcoin’s Next Breakout: Is $100,000 Just the Beginning?

      Bitcoin, the pioneer cryptocurrency, is back in the spotlight as it flirts with $100,000, sparking discussions of even higher valuations in the near future. While skeptics may attribute the rally to hype, the fundamentals supporting Bitcoin’s rise are stronger than ever. In this article, we’ll explore Bitcoin’s evolution, the driving factors behind its 2024 surge, and why the long-term trajectory suggests significant upward potential. Bitcoin: From Peer-to-Peer Cash to Digital Gold When Bitcoin was introduced in 2009 by the pseudonymous Satoshi Nakamoto, its primary purpose was to serve as a decentralized, peer-to-peer digital currency. Early adopters envisioned it as an alternative to traditional fiat currencies, free from the influence of central banks. Over time, Bitcoin’s narrative shi
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      Bitcoin’s Next Breakout: Is $100,000 Just the Beginning?
    • JinHanJinHan
      ·2024-12-26

      Nvidia: The AI Trailblazer Poised for Sustained Growth

      In the world of tech, Nvidia has emerged as an undeniable leader, riding the wave of artificial intelligence (AI) innovation. With its core strength in high-performance computing and a firm foothold in the AI sector, Nvidia is rewriting the rules of modern technology. This article delves into Nvidia’s unparalleled strengths, its commanding position in the AI landscape, and why it is well-positioned to sustain its remarkable valuation. Nvidia’s Core Strength: Redefining Computing Power At its heart, Nvidia is a semiconductor company that designs and manufactures graphics processing units (GPUs). Originally targeted at gaming, Nvidia’s GPUs revolutionized the industry with their exceptional ability to process large amounts of data in parallel, making them indispensable for rendering high-qua
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      Nvidia: The AI Trailblazer Poised for Sustained Growth
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