L

Lee Kwon-hee, CEO

5.0 ★★★★★ Posted today
대표, 이코노미스트
· tracked since Apr 2026
Follow Add thesis
Ideas 6
Long / short 6 L/0 S
Win rate -
Tracked posts 14 0.82/day
Avg return -
Long return -
Short return -
New ideas 6 last 30d
Most mentioned
Best trades
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Worst trades
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Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 2 eval.
+0.9%
L +0.9% S -
Win rate 50%
30 days 0 eval.
-
L - S -
Win rate -
90 days 0 eval.
-
L - S -
Win rate -
Closed-window returns from the first opened position per ticker/side. 90d = picks opened 90+ days ago
Result
Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
XLV
Long
Healthcare
$145.21
-
Pharma/biotech to rally on rate cuts.
May 06
YOUTUBE
POWL
Long
Energy
$260.80
-
Power grid upgrade, data center demand.
May 04
YOUTUBE
EWY
Long
Macro
$163.36
-
KOSPI to 8300, own index.
May 04
YOUTUBE
SMH
Long
AI/Semi
$506.79
-
DRAM shortage bullish for memory stocks
May 04
YOUTUBE
NVDA
Long
AI/Semi
$199.57
-
NVIDIA valuation cheap, upside likely
Apr 20
YOUTUBE
ITA
Long
NatSec
$231.85
-
Defense sector attractive via ETF
Apr 20
YOUTUBE
Showing 6 of 6 picks · sorted by mentions