Numbers not Narrative
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i-Scream Media: 93% of Korea’s Teachers, Four Times Earnings
A capital-light compounder hiding on the Korean micro-cap market — 31% margins, a return on capital most companies dream of, a near-10% dividend, and a…
Jul 13
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Jakub
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June 2026
Dongsung FineTec (033500): the market is pricing peak. The order book says otherwise.
A ~₩550bn cryogenic-insulation maker trading at under 9× earnings, with a 25% ROE, net cash, and three years of revenue already signed. The bears have a…
Jun 22
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Jakub
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Greens Co.: the quiet hotel chain riding Japan’s inbound boom
Operating profit is up a third. Reported net income is down. Here's the optical illusion — and the business underneath it.
Jun 5
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Jakub
A Scandinavian Compounder Wearing an MLM Costume
The market prices Zinzino as a network-marketing fad about to roll over. The financials describe a debt-free, ~48%-ROIC business compounding operating…
Jun 5
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Jakub
The quiet Korean software company that runs the world's container ports
Total Soft Bank (KOSDAQ: 045340) just reported one of its strongest quarters ever — and it's still flying under most investors' radar.
Jun 5
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Jakub
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