Webtoons

Costco: Does All Its Profit Come from Membership Fees?

Event period: 2024.09.01 — 2025.08.31

Using Costco's actual filings and membership fee increase, we consider the differences between membership revenue, operating income, inventory turnover and members' choices.

Why the Landscape Changed in Three Industries

Event period: 2020 — 2025

Using actual factory sales, production shutdowns, overseas production expansions, and statistics, we examine competitive shifts and responses in LCDs, solar manufacturing, and petrochemicals.

If the Brand Survives, Do the Old Shares Survive Too?

Event period: 2023.04.23 — 2023.09.29

Using the actual bankruptcy and brand sale of the then-Nasdaq-listed Bed Bath & Beyond, we consider the difference between acquiring assets and the rights of existing shareholders.

SVB: How Did Safe Bonds Become a Crisis?

Event period: 2023.03.09 — 2023.03.12

Using SVB's actual closure and retrospective investigation, we consider the differences between credit risk, price risk and access to cash.

If GPU Futures Are Approved, Will Memory Stocks Rise Too?

Assuming approval and subsequent trading of GPU rental-rate futures, we consider the conditions linking AI investment returns with memory demand, earnings and share prices at Samsung Electronics and SK hynix.

Cheap Steel, Different Bills

A look at how pressure from Chinese exports can create different gains and losses for competing producers, material buyers, and exporters.

A ledger without banks: does trust disappear too?

Distinguish ledger security from wallet and issuer responsibilities, and consider how usage connects to asset value.

AI bubble: is a warning already proof?

Distinguish losses, IPOs, and usage metrics, and consider the evidence needed for claims of an AI collapse.

Rates and stocks both rising: who is wrong?

Distinguish credit warnings from a stock-market collapse, and consider interest rates, earnings, and concentration together.