Invidious
David Hong - Hedge Fund Manager
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Welcome to my channel.

I am a CIO of a special situations / value-oriented fund based in Korea.
Through this channel, we will provide deep-dive analyses on global companies.
**Nothing on this channel is investment advice, so please make your independent decisions.**

Below is my resume, and please email us with any suggestion to improve the channel/content/analyses.
Thanks guys!
Professional experiences:
+ JP Morgan (Investment Banking), New York
+ Sanford C. Bernstein (US IT Research), New York
+ Citigroup (Investment Banking), Hong Kong
+ KJ Partners (Hedge Fund PM), Hong Kong
+ D&H Capital Management (CIO), Seoul, Korea Education and other:
+ Cornell University (Economics), New York
+ Author of ‘Financial Modeling Bible’


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10:07

MSFT Valuation amid SaaS-Calypse (April 2026)

David Hong - Hedge Fund Manager

Shared 3 weeks ago

762 views

13:23

AMZN in Numbers... (2026/03)

David Hong - Hedge Fund Manager

Shared 1 month ago

1K views

8:48

How to quantify risk, and use it to avoid losses

David Hong - Hedge Fund Manager

Shared 1 month ago

48 views

9:50

META in Numbers... (2026/02)

David Hong - Hedge Fund Manager

Shared 2 months ago

797 views

13:29

Major risks of Berkshire & investor options [BRK 401]

David Hong - Hedge Fund Manager

Shared 6 months ago

338 views

15:20

Intrinsic Value of Berkshire Hathaway [BRK 301]

David Hong - Hedge Fund Manager

Shared 6 months ago

208 views

20:58

Deep-dive into Berkshire's Busienss Model [BRK 201]

David Hong - Hedge Fund Manager

Shared 7 months ago

229 views

10:46

Berkshire vs. S&P500, which is better? [BRK 101]

David Hong - Hedge Fund Manager

Shared 7 months ago

294 views

13:20

"Tesla FSD" Valuation

David Hong - Hedge Fund Manager

Shared 1 year ago

94 views

8:37

Why is CSX a long-term Compounder (#CSX Analysis)

David Hong - Hedge Fund Manager

Shared 1 year ago

153 views

6:34

AmBev = 6% Dividend + Buyback from the largest LatAm brewer (ABEV Stock Analysis)

David Hong - Hedge Fund Manager

Shared 1 year ago

408 views

7:48

Healthpeak (DOC): Full Stock Analysis [REITs #8]

David Hong - Hedge Fund Manager

Shared 1 year ago

792 views

6:16

Microsoft 2024 Q3 Earnings: "$ 10bn AI Revenue"

David Hong - Hedge Fund Manager

Shared 1 year ago

129 views

8:42

Google's 2024 Q3 Earnings: How AI make $$$ for Alphabet

David Hong - Hedge Fund Manager

Shared 1 year ago

136 views

6:40

Tesla 2024 Q3 Earnings Update

David Hong - Hedge Fund Manager

Shared 1 year ago

55 views

11:19

Realty Income: 2024 Q1 Earnings Summary [REITs #6]

David Hong - Hedge Fund Manager

Shared 1 year ago

168 views

12:33

What Warren Buffett sees in the future of RADIO | SiriusXM (SIRI)

David Hong - Hedge Fund Manager

Shared 2 years ago

15K views

11:14

Should I invest in Intel? | Intel’s 2024 Q1 Earnings Report

David Hong - Hedge Fund Manager

Shared 2 years ago

344 views

13:03

AI, FSD, EV slowdown? Analyzing Tesla(TSLA) 2024 Q1 Earnings

David Hong - Hedge Fund Manager

Shared 2 years ago

281 views

10:20

NVDA = Intrinsic Value Calculation

David Hong - Hedge Fund Manager

Shared 2 years ago

977 views

11:48

TSLA = Intrinsic Value Calculation as "just a car company"

David Hong - Hedge Fund Manager

Shared 2 years ago

1K views

12:11

Coupang(The Amazon of Korea) | 2023 Q4 Earnings Analyzed - Will Coupang continue experience growth?

David Hong - Hedge Fund Manager

Shared 2 years ago

1K views

14:13

NVIDIA's Q4 Report: Accelerated Computing Domination | AI Evolution and the Data Center Boom🚀

David Hong - Hedge Fund Manager

Shared 2 years ago

277 views

14:17

Inside Realty Income: 2023 Q4 Earnings [REITs #5]

David Hong - Hedge Fund Manager

Shared 2 years ago

147 views

15:08

Palantir's Remarkable Expansion: A Leading AI-Driven Company in Unprecedented Growth

David Hong - Hedge Fund Manager

Shared 2 years ago

496 views

9:06

Breaking Down Kennedy-Wilson Holdings: Premier Real Estate or Hidden Risks? 📈🏠 [REITs #4]

David Hong - Hedge Fund Manager

Shared 2 years ago

272 views

12:53

Tesla's 2023 Q4 Breakdown: Model Y Triumph, FSD Upgrade, and Elon Musk's Bold Vision

David Hong - Hedge Fund Manager

Shared 2 years ago

205 views

11:03

Unveiling Bill Miller's Investment Strategy: A Closer Look at CTO Realty Growth [REITs #3]

David Hong - Hedge Fund Manager

Shared 2 years ago

714 views

8:09

Michael Burry's Latest Move: Investing Big in Nexstar Media Group | 5 Bull and 3 Bear Theses!

David Hong - Hedge Fund Manager

Shared 2 years ago

571 views

9:57

Inside Palantir's Q3: Profits, Strategic Deals, and the AI Bootcamp Phenomenon!"

David Hong - Hedge Fund Manager

Shared 2 years ago

135 views

10:10

Realty Income: 2023 Q3 Earnings Summary [REITs #2]

David Hong - Hedge Fund Manager

Shared 2 years ago

207 views

10:05

Coupang's Q3 Financial Report Breakdown: Accelerating Growth and Market Dominance

David Hong - Hedge Fund Manager

Shared 2 years ago

617 views

14:04

Amazon's Q3 2023 Earnings Deep Dive: Innovations, Financials, and Future Plans

David Hong - Hedge Fund Manager

Shared 2 years ago

135 views

12:18

"Intel's Strategic Leap: Transformative Achievements and Financial Insights - Q3 Update 2023"

David Hong - Hedge Fund Manager

Shared 2 years ago

2.2K views

14:45

Meta's Q3 Earnings Report Breakdown: AI Investments, Product Updates, and Financial Performance 🔍💹"

David Hong - Hedge Fund Manager

Shared 2 years ago

59 views

14:41

Google's 2023 Q3 Earnings: Strong Growth in AI, YouTube, and Cloud

David Hong - Hedge Fund Manager

Shared 2 years ago

80 views

14:26

Microsoft's Q1 2024 Earnings Report Breakdown - AI, Financial Performance, and More

David Hong - Hedge Fund Manager

Shared 2 years ago

92 views

11:46

Tesla's Q3 Financial Update: Musk's Insights and Strategic Focus"

David Hong - Hedge Fund Manager

Shared 2 years ago

223 views

11:48

Sea Limited's Q2 2023 Earnings Report: A Deep Dive into the Numbers

David Hong - Hedge Fund Manager

Shared 2 years ago

140 views

10:43

Coupang 2023 Q2 Earnings Report: Record Growth and Profitability | CEO Insights

David Hong - Hedge Fund Manager

Shared 2 years ago

1.3K views

16:49

Investing in AI: Lessons from Microsoft in the 90s | Part 2

David Hong - Hedge Fund Manager

Shared 2 years ago

55 views

20:00

Investing in the AI Era: Three Key Conditions for Success | Part 1

David Hong - Hedge Fund Manager

Shared 2 years ago

69 views

13:37

Breaking Down Amazon's Q2 2023 Earnings: Record Profits andStrategic Insights Revealed

David Hong - Hedge Fund Manager

Shared 2 years ago

66 views

9:29

Apple 2023 Q2 Earnings Analysis: iPhone Growth, Services Surge, and More

David Hong - Hedge Fund Manager

Shared 2 years ago

32 views

13:42

Analyzing Amazon's Future: CEO Andy Jassy's Vision & Growth Strategies From AWS to Beyond | Part 2

David Hong - Hedge Fund Manager

Shared 2 years ago

217 views

14:11

Analysis of Amazon (AMZN) | Financial Insights, Business Strategy, and Growth Prospects | Part 1

David Hong - Hedge Fund Manager

Shared 2 years ago

1K views

14:43

Intel 2023 Q2 Earnings Report Analysis: AI, Foundry Services, and Future Prospects

David Hong - Hedge Fund Manager

Shared 2 years ago

184 views

13:08

Microsoft's Q2 Earnings Analysis: The AI Revolution

David Hong - Hedge Fund Manager

Shared 2 years ago

108 views

12:03

Meta (Facebook) Q2 2023 Earnings: Growth Insights and Analysis, AI Investments, and Metaverse Vision

David Hong - Hedge Fund Manager

Shared 2 years ago

89 views

12:52

Google Q2 2023 Earnings Breakdown: AI Impact, Revenue Insights & Market News

David Hong - Hedge Fund Manager

Shared 2 years ago

73 views

33:45

MSFT Financial Model | Part 3/3

David Hong - Hedge Fund Manager

Shared 2 years ago

53 views

13:39

A look into Microsoft's Financial Statements: ROE, Revenue Growth, and M&A Activity | Part 2/3

David Hong - Hedge Fund Manager

Shared 2 years ago

393 views

11:39

How has Media changed? Why the Super Investors are buying WBD

David Hong - Hedge Fund Manager

Shared 2 years ago

240 views

19:29

Why Chevron (CVX)? [Full Stock Analysis]

David Hong - Hedge Fund Manager

Shared 2 years ago

1.4K views

19:00

What does Chuck Akre see in Blackstone / KKR (BX, KKR)

David Hong - Hedge Fund Manager

Shared 2 years ago

1.1K views

9:37

What does Michael Burry see in GEO + CoreCivic stocks? [REITs #1]

David Hong - Hedge Fund Manager

Shared 2 years ago

1.5K views

15:29

Microsoft: What do they control? is it worth investing in? | Part 1/3

David Hong - Hedge Fund Manager

Shared 2 years ago

43 views