Calls
3
Kim Jeong-nam
Former Head of Asia Developed Markets, Netherlands Pension Asset Management
Win Rate
-
return
-
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 06
$187.59
-
Korea's market re-rating has real support because corporate governance reform is becoming institutionalized, minority shareholder voices are strengthening, and roughly 70% of KOSPI listed companies trade below 1x price-to-book. The Korea discount should narrow over the medium term, and Korean index exposure looks attractive long-term.
Equity Indexes
Long
Sep 06
$338.72
-
Google's recent roughly $700 billion market-cap drawdown on DeepMind leadership concerns is excessive. Google has the engineering talent, time, and money to catch up in AI, and as Sergey Brin refocuses the organization commercially the company can still deliver, so the sell-off looks overdone.
Hyperscalers
Long
Sep 06
$769.45
-
For long-term passive investors, broad index ETFs, especially the S&P 500 held on rolling 20-year or 30-year periods since 1928, have had no case of failing to beat inflation. Market-cap weighting automatically removes failed companies and rides winners, so long-term index ETF investing is the high-probability core recommendation.
Equity Indexes
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Kim Jeong-nam has 3 trade ideas tracked on Buzzberg across 3 tickers since September 2026.
