L

Lee Se-cheol

5.0 ★★★★★ Posted today
Executive Director, Citigroup Research
· tracked since May 2026
Follow Add thesis
Ideas 4
Long / short 4 L/0 S
Win rate 100%
Tracked posts 1 1.00/day
Avg return +0.3%
Long return +0.3%
Short return -
New ideas 4 last 30d
Most mentioned
Best trades
Worst trades

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 0 eval.
-
L - S -
Win rate -
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
000660.KS
Long
AI/Semi
$1676000.00
+0.6%
Memory stocks undervalued vs earnings growth.
May 08
YOUTUBE
005930.KS
Long
AI/Semi
$268500.00
+0.0%
Memory stocks undervalued vs earnings growth.
May 08
YOUTUBE
EWY
Long
Macro
$190.42
+0.3%
KOSPI target 8,500 with low valuation.
May 08
YOUTUBE
SMH
Long
AI/Semi
$566.97
+0.2%
AI semiconductor cycle has 7+ years left.
May 08
YOUTUBE
Showing 4 of 4 picks · sorted by mentions