Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

I investigate special situations, pairs, and index rebalancing trades in Korea.

Korea / Special Sits, Pairs, Index Rebalancing

Alphabet Inc (GOOGL US) - Reversal or Buy Dip

Equity Bottom-Up

<p>Is Google really declaring a war against Samsung? On the surface, Google's new premium smartphone "Pixel" seems to be challenging Samsung and Apple in the global high-end smartphone market. It is clear that Google is taking aim at Apple with its "Google Home" devices (4K Chromecast, Google WiFi router, Daydream VR headset and Google Assistant). But What about Samsung? Should Samsung be in terror?</p><p>Google's intention is quite clear (actually, this is Sundar Pichai's work). Google's Android is…</p>

Is Google really declaring a war against Samsung? On the surface, Google's new premium smartphone "Pixel" seems to be challenging Samsung and Apple in the global high-end smartphone market. It is clear that Google is taking aim at Apple with its "Google Home" devices (4K Chromecast, Google WiFi router, Daydream VR headset and Google Assistant). But What about Samsung? Should Samsung be in terror?Google's intention is quite clear (actually, this is Sundar Pichai's work). Google's Android is…

Alphabet

Google Declares A War Against Who?