L

Lee Kwon-hee

5.0 ★★★★★ Posted today
CEO, Economist
· tracked since Apr 2026
Ideas 15
Long / short 15 L/0 S
Win rate -
Tracked posts 23 1.28/day
Avg return -
Long return -
Short return -
New ideas 15 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 4 eval.
+4.8%
L +4.8% S -
Win rate 75%
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
Long
Macro
$852.00
-
Buy defense stocks on the dip.
May 07
Long
Other
$108960.00
-
KOSDAQ index likely to rise.
May 07
Long
Other
$451500.00
-
Robot transition, earnings improving Q2
May 07
Long
Healthcare
$145.21
-
Pharma/biotech to rally on rate cuts.
May 06
Long
Energy
$260.80
-
Power grid upgrade, data center demand.
May 04
Long
Macro
$163.36
-
KOSPI to 8300, own index.
May 04
Long
AI/Semi
$506.79
-
DRAM shortage bullish for memory stocks
May 04
Long
Other
$32250.00
-
Samsung Heavy wins unique FLNG projects
May 01
Long
Energy
$294000.00
-
LS Electric data center switchgear
May 01
Long
Other
$3100.00
-
Dinat fuel cell component play
May 01
Long
Other
$469500.00
-
HD Hyundai Heavy breakout buy
May 01
Long
AI/Semi
$219500.00
-
Cheap valuations, explosive upside coming.
Apr 24
Long
AI/Semi
$1166000.00
-
SK Hynix earnings strong, will rise
Apr 20
Long
NatSec
$231.85
-
Defense sector attractive via ETF
Apr 20
Long
AI/Semi
$199.57
-
NVIDIA valuation cheap, upside likely
Apr 20
Showing 15 of 15 picks · sorted by mentions