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 Webtoons are no longer a niche Korean genre—they’re now a global storytelling format captivating readers across the US, Japan, and Southeast Asia. At the forefront of this movement is Webtoon Entertainment Inc. (WBTN) , a NAVER subsidiary and the world’s largest platform for digital comics. Here’s a concise breakdown of WBTN’s business model, financials, and why top analysts see strong upside potential despite recent losses. 📊 Business Model Breakdown Segment Q1 2025 Revenue Share Highlights Platform Revenue $260M 79.9% User purchases via “Cookies” (KR), “Coins” (JP), “Fast Pass” (EN) Advertising $40M 12.2% Banner, native ads, brand sponsorships IP Business $25M 7.9% Adaptations to film, games, merchandise  (OSMU strategy) WBTN’s revenue primarily comes from three sources: platform, advertising, and IP business. About 80% is generated through paid content on the platform, making it highly sensitive to changes in user spending. Meanwhile, ad and IP revenues are s...

Brazilian sovereign bonds continue to offer double-digit yields in 2025 , making them a standout in a world of softening interest rates. But for many years, one major hurdle has made global investors cautious: currency volatility, particularly tied to the Brazilian real (BRL). That’s where USD-denominated Brazilian bonds come in— a compelling alternative for those seeking yield without the FX headache . ➡️ Previous post in this series 14% Yield? Is Now the Right Time to Invest in Brazilian Bonds? 💬 What Are USD-Denominated Brazilian Bonds? These are debt securities issued by the Brazilian government in U.S. dollars , rather than the local currency. Interest and principal are paid in USD Investors avoid the impact of BRL depreciation These bonds are usually offered through global bond markets to attract foreign capital 🔑 Why They Matter for Global Investors 1. Currency Hedge Investors burned by BRL volatility—particularly during the 2010s—can appreciate the protection th...

The digital healthcare industry is growing rapidly, but it comes with significant risks. Recently, U.S.-based telehealth company Hims & Hers Health (HIMS) experienced a sharp stock drop, raising red flags for investors. This post explores HIMS’s business model, recent developments, and future outlook. What is Hims & Hers Health (HIMS)   Hims & Hers Health Inc. is a U.S. digital healthcare company offering a wide range of online health solutions( Hair loss treatment, Skin care, Sexual health, Mental health, Wellness (e.g., sleep aids, vitamins, weight management) ) . Through its platform, users complete a brief questionnaire via website or mobile app, which is reviewed by licensed professionals. If approved, prescriptions are delivered to the customer’s home. Some products are also available over-the-counter.  Why Is HIMS Popular?   HIMS operates on a Direct-to-Consumer (D2C) model , with most products offered via monthly subscriptions . This approach...

 With many countries entering a low interest rate environment in 2025, Brazil's government bonds continue to stand out—offering double-digit yields that reach up to 14%. Combined with favorable tax structures and potential for currency gains, Brazilian sovereign debt is drawing interest not only from high-net-worth individuals but also from global retail investors. That said, investing in emerging market bonds like Brazil's comes with real risks. From currency volatility to political uncertainty, it's crucial to examine both the upside and downside before making a move. Here’s a breakdown of the key benefits, risks, and strategies for investing in Brazilian bonds. ✅ Why Brazilian Bonds Appeal to Global Investors 1. Exceptionally High Yields As of June 20, 2025: Brazil 3-year bond yield: 13.44% Brazil 10-year bond yield: 13.85% By comparison: U.S. 10-year Treasury yield: 4.40% Germany 10-year Bund: 2.26% Brazil’s government bonds offer yields 3–5x higher than d...

China’s equity market remains under pressure due to structural challenges and policy uncertainty, yet many analysts continue to see signs of undervaluation. For investors with a contrarian mindset or those seeking exposure to emerging markets, Chinese ETFs offer a variety of risk-reward tradeoffs. In this blog post, we compare six major ETFs that provide exposure to the China and Hong Kong markets — each with different strategies, holdings, and sector focuses. Whether you’re aiming for concentrated growth or broad market exposure, this overview will help guide your decision-making. 📊 ETF Comparison Table ETF Strategy Focus Sector Emphasis Expense Ratio Top Holdings DRAG Highly concentrated Mega-cap tech 0.59% Xiaomi, Tencent, BYD, Alibaba, PDD KWEB Internet platform growth E-commerce, Digital services 0.70% Tencent, Alibaba, JD.com, PDD, Meituan FXI State-owned enterprise stability  Financials, Energy 0.74% Tencent, CCB, Alibaba, Meituan, Xiaomi CQQQ Innovation-centric tec...

With valuations for Chinese tech stocks still appearing attractive, I explored three ETFs that take different strategic approaches to China's growth potential. Previously, I introduced the U.S.-listed DRAG ETF, and recently, Mirae Asset’s TIGER China Tech Top10 and Samsung Asset Management’s KODEX China Tech Top10 were listed on the Korean exchange. All three focus on concentrated portfolios of selected large-cap Chinese tech stocks—but their investment strategies differ significantly , and that’s what I want to highlight. The previous post is linked below ⬇️ China Stock Market Valuation   DRAG ETF : China Tech Leader ETF 1️⃣ Roundhill China Dragons ETF (DRAG) U.S.-listed | Focused investment in select Chinese tech giants AUM : $30.06M (₩41.3B approx., as of June 19, 2025) NAV : $25.01 Volume : 2,293 shares (as of June 12, 2025) Expense Ratio : 0.59% No. of Holdings : 6 Strategy : Active Top Holdings : Tencent, Alibaba, Xiaomi, BYD, Pinduoduo, Meituan 🔎 Key Features ...