JinHan
JinHan
Long-only Strategy | M&A | Corporate Finance
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avatarJinHan
2023-09-07

The iPhone 15 Launch and Its Potential Impact on Apple's Share Price

$Apple(AAPL)$ Apple enthusiasts and investors alike are gearing up for the highly anticipated iPhone 15 launch, scheduled for September 12, 2023. Historically, new iPhone releases have had a positive impact on Apple's share price, and this time is expected to be no different. Here, we delve into why this launch matters, what to expect from the new device, and address the recent China ban's potential effects on Apple's fortunes. **A Historical Boost to Share Prices** One consistent trend in Apple's history is the positive effect that iPhone launches have on its share price. Investors often anticipate strong sales, innovative features, and a surge in demand, which can drive up Apple's stock value. This phenomenon is ro
The iPhone 15 Launch and Its Potential Impact on Apple's Share Price
avatarJinHan
2024-04-07

The Potential Pitfalls of $DJT and Trump Media & Technology Group

In the fast-paced world of finance, few phenomena captivate investor attention quite like special purpose acquisition companies (SPACs). One such entity that has garnered considerable buzz is Digital World Acquisition Corp (ticker symbol: $DJT), a SPAC that has set its sights on merging with Trump Media & Technology Group. While the allure of this high-profile partnership may seem enticing, a closer examination reveals potential risks and uncertainties that could dampen investor enthusiasm and send $DJT shares tumbling back to their book value of $10. Unveiling Trump Media & Technology Group: A Vision for the Future At the heart of the $DJT saga lies Trump Media & Technology Group, a venture spearheaded by former President Donald Trump himself. Positioned as a digital media pow
The Potential Pitfalls of $DJT and Trump Media & Technology Group
avatarJinHan
2023-09-13

Can the iPhone 15 Save Apple’s Stock Price?

$Apple(AAPL)$ Apple enthusiasts around the world recently witnessed the grand unveiling of the iPhone 15, hoping for a device that could potentially send Apple’s stock price soaring. However, a closer look at the latest release raises questions about whether it can truly revive the tech giant’s fortunes. 1. Incremental Changes One of the first impressions of the iPhone 15 is that it appears to offer only incremental changes compared to its predecessor, the iPhone 14. While Apple’s commitment to refining its products is commendable, it’s essential to recognize that for a new iPhone release to have a significant impact on the company’s stock price, it would require a game-changing upgrade from the previous model. 2. Th
Can the iPhone 15 Save Apple’s Stock Price?
avatarJinHan
2025-05-01

Power Dinners: Trump's Steak or Buffett's Wisdom – The Ultimate Investor's Dilemma

Imagine this: You have one golden ticket to dine with either Donald Trump or Warren Buffett. No media, no handlers – just you, your burning investment questions, and a legendary figure who's shaped modern finance. Who would you choose? This isn't just about food preferences – it's about fundamentally different approaches to wealth creation that could reshape your portfolio strategy. The Trump Experience: Deal-Making Over Dessert A dinner with the 45th President would be anything but ordinary. Here's what you'd likely take away: 1. The Art of the Deal (and the Rebrand) Trump's business empire thrived on licensing and branding (Trump Tower, hotels, golf courses) Key lesson: Creating perceived value can be as important as intrinsic value Modern parallel: Meme stocks and celebrity crypto endor
Power Dinners: Trump's Steak or Buffett's Wisdom – The Ultimate Investor's Dilemma
avatarJinHan
2025-05-01

April's Market Dip: Should You Bail in May or Double Down?

The S&P 500's 0.76% decline in April has investors whispering the old adage: "Sell in May and go away." But before you liquidate your portfolio and head for the sidelines, let’s examine whether this seasonal strategy still holds water—or if staying put (or even buying the dip) might be the smarter play. The "Sell in May" Myth: Does It Still Work? The "Sell in May" strategy stems from historical data showing that stocks tend to underperform between May and October. Since 1950, the S&P 500 has averaged a +1.7% return from November-April versus just +0.8% from May-October. But here’s the catch: markets don’t always follow the script. 2023 Example: The S&P 500 gained 8% from May-October, defying the seasonal slump. 2022 Exception: The index plunged 15% in the same period amid Fed r
April's Market Dip: Should You Bail in May or Double Down?
avatarJinHan
2023-09-30

A Closer Look at My Recent Investments in Apple and Microsoft (28 September 2023)

In a world where financial markets are constantly in flux, investors often seek refuge in stable, quality companies that have weathered various economic storms. Apple and Microsoft, two tech giants with a long history of resilience, have consistently demonstrated their ability to thrive even in uncertain times. In this article, I’ll share my recent investments in these industry leaders and shed light on why I believe they are excellent long-term holdings, especially in the current market climate. $Apple(AAPL)$ $Microsoft(MSFT)$  1. Strong Fundamentals Amid Uncertainty: One of the primary reasons for my recent investments in Apple and Micro
A Closer Look at My Recent Investments in Apple and Microsoft (28 September 2023)
avatarJinHan
2023-10-03

Tesla’s Delivery Data and the $300 Target: A Long-Term Investor’s Perspective

Tesla, the electric vehicle (EV) pioneer, recently unveiled its Q3 2023 delivery figures, causing ripples in the market. While the numbers may have shown a sequential decline, this article aims to shed light on why I, a long-term investor, remain steadfast in my belief that Tesla’s target price of $300 by the end of 2023 remains intact.$Tesla Motors(TSLA)$  1. A Closer Look at Tesla’s Delivery Data: Tesla reported a total of 435,059 deliveries in Q3 2023, accompanied by a total production figure of 430,488 vehicles. These figures represent a sequential decline from the previous quarter, but they merit closer scrutiny. The company attributed this decline to planned downtimes for factory upgrades, a factor discussed du
Tesla’s Delivery Data and the $300 Target: A Long-Term Investor’s Perspective
avatarJinHan
2022-12-17

November and December Investments (2022)

It's been a tough period for investors this year. One moment we thought June was the bottom, the next moment September/ October hits. Just as when we thought the worse is over (when November CPI came in lower than expected and the Fed decided to slow the rate of hike), markets still continue to tumble.  For the month of November and December, I have been adding more of $Alphabet(GOOGL)$ $Apple(AAPL)$ $Tesla Motors(TSLA)$ AMAZON, VOO, QQQ.  The most painful investments so far would be Tesla as I have bought even more at $185, $180, $175, $170, $160, $155. Y
November and December Investments (2022)
avatarJinHan
2023-09-29

Palantir Technologies: A Long-Term Investment Opportunity

In today’s dynamic market landscape, investors are constantly seeking opportunities that offer the potential for long-term growth and stability. Palantir Technologies, with its unique business model and position in a booming industry, presents itself as an attractive candidate for those looking to invest for the long haul. In this article, we’ll delve into why I believe Palantir is a strong long-term investment and explore the factors that make this company stand out. $Palantir Technologies Inc.(PLTR)$  1. Palantir’s Business Overview: Palantir Technologies is a software and data analytics company that specializes in providing data integration and analysis solutions to government agencies, commercial enterprises
Palantir Technologies: A Long-Term Investment Opportunity
avatarJinHan
2023-09-01
$Tesla Motors(TSLA)$ The Justifiable Price Increase of the Tesla Model 3: A Closer Look In the ever-evolving landscape of electric vehicles (EVs), Tesla's Model 3 has long held its ground as a symbol of innovation and sustainability. Recently, the world witnessed a price increase in the Model 3, and it's worth delving into the reasons behind this change. The Range Revolution One of the driving forces behind the Model 3's price hike is a significant enhancement in its range. Tesla has boosted the range by a remarkable 9%, taking it from 556km to an impressive 606km on a single charge. This upgrade addresses a crucial concern for EV enthusiasts – range anxiety. By pushing the boundaries of what an EV can achieve on a s

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