Hi, my name is Minseok. I live an epicurean life with special attention to its sustainability. I acknowledge the validity of two opposite polars in most cases, and I believe the ideas from both ends tend to meet somewhere in the middle at the execution stage, when best practiced. My interest is in investments, and my favorite level of analysis is sector, because I view it as a good starting point of fulfilling both vertical and horizontal comprehensiveness in research. I enjoy scenario mapping, because I am of the view that everybody needs some sort of baseline scenario and contingency plans. More specifically, I tend to focus on pondering the range of possibilities and preparing the respective playbooks rather than pinpointing specific future. While at some point I became a long only bottom-up value investor and remain so, my past strategies included: long-short equities, deep value, merger arbitrage, and distressed play, with macro underlay and emphasis on the asymmetric risk profile of assets and portfolio's risk parity. I study endowment investment model, bottom-up valuation principles/ applications, semiconductors, and blockchain. Even though my favorite sector is consumers, I leave my geographical and sectoral coverage wide open. Everyday, I learn the importance of empathy and humility, and I hope to grow only wiser.