Spider-Man: No Way Home

Long story short without any spoiler – Walked into the theater without single word of knowledge but absolutely a great movie and must see.

Maybe one personal factor – watching Spiderman series had always been a stone in my stomach for years (because of ….) but now I am totally free from that.. ๐Ÿ™‚

๊ธด๋ง ํ•„์š”์—†๋‹ค – ์•„๋ฌด๊ฒƒ๋„ ๋ชจ๋ฅด๊ณ  ์˜ํ™”๊ด€์— ๋“ค์–ด๊ฐ”๋Š”๋ฐ…. ๊ผญ ๋ณด์„ธ์š”๋“ค!!

(ํ•œํŽธ ํ•ญ์ƒ ๋ถˆํŽธํ•œ ๋งˆ์Œ์œผ๋กœ ๋ณด๋˜ ์ŠคํŒŒ์ด๋”๋งจ์„ ๋ถ€๋‹ด 1๋„ ์—†์ด ๋ด์„œ ๋” ์ฆ๊ฑฐ์› ๋Š”์ง€๋„…ใ…Žใ…Žใ…Ž)

2021.12

Forza Horizon 5

Although I miss lots of things from my old workplace, and one of the most – so far – is the fact I am far away from launch of great games in service. I have been extremely close in monitoring tons of game launches at old place and actually have watched myself adjusting the ‘tie’ both intentionally or unintentionally after I departed.

However, missing the opportunity to closely monitor the launch of Forza Horizon 5 is one of the biggest thing among those – Forza Horizon series never disappoints & the beautiful & fun/casual driving experience is always fun. As I am not close any more, didn’t jump into this game immediately at launch but made an effort to jump in at this weekend. This reminds me one of the big shift of mind I made when deciding this transition – ‘Gaming is truly personal interest for a while from now’ ๐Ÿ™‚

์‚ฌ์‹ค ์ด๋ฒˆ ์ด์ง์€ ๋„ˆ๋ฌด๋‚˜ ๋ณ€ํ™”๊ฐ€ ํฐ ์ด์ง์ด๋ผ ๋งŽ์€๊ฒŒ ์•„์ง ๋‚ฏ์„ค๊ณ  ์ •์„œ์ ์œผ๋กœ๋Š” ์˜ˆ์ „๊ฑธ ๊ทธ๋ฆฌ์›Œํ•˜๋Š” ๊ฒƒ๋“ค์ด ์ข…์ข… ์žˆ๋‹ค.. (์‹ค์ œ๋กœ ํšŒ์‚ฌ access๊ฐ€ ๋Š๊ธด ์ฒซ๋‚  ์ข€ ๋‹นํ™ฉํ•ด์ฃผ์…จ์Œ…) ์ด๋Ÿฐ ๊ทธ๋ฆฌ์›€์€ ์‚ฌ์‹ค ๋‚ ๋งˆ๋‹ค ์˜์‹์ ์œผ๋กœ๋“ /๋ฌด์˜์‹์ ์œผ๋กœ๋“  ์ ์  ๋ฌด๋ŽŒ์ ธ ๊ฐ€๊ธด ํ•˜๋Š”๋ฐ , ์—ฌ์ „ํžˆ ์ œ์ผ ์•„์‰ฌ์šด์ ์œผ๋กœ ๋‚จ์€ ๊ฑด Forza Horizon 5 launch๋ฅผ ๋ณด์ง€ ๋ชปํ•˜๊ณ  ๋‚˜์˜จ ์ ์ด๋‹ค.. ์ด ๊ฒŒ์ž„์€ ์ •๋ง์ด์ง€ ์˜ˆ์ˆ ์ด๋‹ค.. ๊ทธ๋ฆฌ๊ณ  ๋‹น๋ถ„๊ฐ„ ‘๊ฒŒ์ž„์€ ๋‹จ์ˆœ ๊ณ ๊ฐ์˜ ์ž…์žฅ์—์„œ… :)’๋กœ ์ƒ๊ฐ์„ ์ •๋ฆฌํ•œ์ ์ด ๋‹ค์‹œ ๋– ์˜ค๋ฅธ๋‹ค..

2021.11

Free Guy

A movie fun to watch and story about NPC (Non Player Character) in game. Movie had a bit similar to concept of Ralph breaks the internet with lots of inspiration from GTA V, Fortnite, RDR, and others.. All the audience in theater was teen kids with their parents ๐Ÿ™‚

๊ฒŒ์ž„์†์˜ ๊ทธ๋ƒฅ ‘์ง€๋‚˜๊ฐ€๋Š”’ ์ผ€๋ฆญํ„ฐ๊ฐ€ ๋ฌด์Šจ ๋กœ์ง์— ์˜ํ•ด์„œ์ธ์ง€ ์ž๊ฐ์„ ํ•˜๋ฉด์„œ ๋ฒŒ์–ด์ง€๋Š” ์ผ์„ ๋ณด์—ฌ์ฃผ๋Š” ์žฌ๋ฏธ์žˆ๋Š” ์˜ํ™”… ๋‚˜๋ฆ„ ๋ฌด์‹ฌ์ฝ” ์ง€๋‚˜์ณ๊ฐ€๋Š” ์ƒ๊ด€ ์—†๋Š” ์ผ€๋ฆญํ„ฐ๊ฐ€ ์–ด๋–ป๊ฒŒ ๊ฒŒ์ž„์„ ๋ฐ”๊พธ๋Š”์ง€ ๋ณด์—ฌ์ฃผ๋Š”๋ฐ..์‚ฌ์‹ค “์„ธ๊ณ„๊ด€์ด ์žˆ๋Š” ๊ฒŒ์ž„”์— ๋Œ€ํ•œ ์ดํ•ด๋ฅผ ์š”๊ตฌํ•˜๋Š” ์–ด๋ ค์šธ์ˆ˜๋„ ์žˆ๋Š” ์˜ํ™”์˜€๋Š”๋“ฏ ์‹ถ๋‹ค.. (์ข€ ๊ตฌ์ฒด์ ์œผ๋กœ ์ด์•ผ๊ธฐํ•˜์ž๋ฉด ์œ ๋ช…ํ•œ ์˜จ๋ผ์ธ ์„ธ๊ณ„์˜ ๊ฒŒ์ž„๋“ค์˜ ์š”์†Œ๋“ค์€ ๋‹ค ์งฌ๋ฝ•์‹œ์ผฐ๋‹ค.. GTA V, Fortnite, RDR, SimCity, Sims ๋“ฑ๋“ฑ)

์•”ํŠผ ๊ทธ๋ž˜์„œ์ธ์ง€ ์˜ํ™”๊ด€๊ฐ์€ ๊ฑฐ์ง„ ๋ชจ๋‘ 10๋Œ€ ๋‚จ์ž์• ๋“ค๊ณผ ๊ทธ๋“ค์„ ๋ฐ๋ฆฌ๊ณ  ์˜จ ๋ถ€๋ชจ๋“ค..ใ…Žใ…Žใ…Ž

2021.9

Controller Stick Rubber Replacement

์• ์šฉํ•˜๋˜ ์ฝ˜ํŠธ๋กค๋Ÿฌ๋“ค์˜ ๊ณ ๋ฌด๊ฐ€ ๋–จ์–ด์ ธ ๋‚˜๊ฐ€์„œ ๋ถˆํŽธํ•ด์ ธ์„œ ์ด๊ฑธ ๋ฒ„๋ ค์•ผ ํ•˜๋‚˜ ๊ณ ๋ฏผํ•˜๋˜์ค‘ ์•„๋ฌด ์ƒ๊ฐ์—†์ด ์•„๋งˆ์กด์„ ์ฐพ์•„๋ดค๋”๋‹ˆ ๋‹ค ์žˆ๋‹ค..ใ…Žใ…Žใ…Ž

Cheap replacement of broken/worn out rubber for controller: $7 for 16 silicon cap ๐Ÿ™‚ it is crazy to realize anything guessable is actually available at Amazon..

2021.8

Microsoft Flight Simulator

๋ญ ํ•ญ๋•๊นŒ์ง€๋Š” ์•„๋‹ˆ์ง€๋งŒ ์ด๋ž˜์ €๋ž˜ ๋น„ํ–‰๊ธฐ๋ฅผ ์ข‹์•„ํ–ˆ๋˜ ์‚ฌ๋žŒ์œผ๋กœ์จ…-๋น„ํ–‰๊ธฐ๋ฅผ ๋ชฐ์•„๋ณธ์ ์ด ์—†๊ธฐ๋•Œ๋ฌธ์— ๊ธฐ๋Šฅ์ ์œผ๋กœ ์–ด๋–ป๋‹ค๋ผ๊ณ  ๋Š๋‚„์ˆ˜๋Š” ์—†์ง€๋งŒ- ๊ทผ๋ž˜ ๋งˆ์†Œ์—์„œ ์ถœ์‹œํ•œ ๊ฒŒ์ž„์ค‘ ์™„์„ฑ๋„๋กœ๋Š” ์ œ์ผ์ด์ง€ ์•Š์„๊นŒ ์‹ถ์„ ์ •๋„๋กœ ์ •๋ง ์ž˜๋งŒ๋“  ๊ฒŒ์ž„์ด๋‹ค๋ž€ ์ƒ๊ฐ ๊ฐ€๋“… (ํ•œํŽธ ์ด๋ ‡๊ฒŒ ๋ฐ์ดํ„ฐ ์žก์•„๋จน๋Š” ๊ฒŒ์ž„๋„ ์—†์ง€ ์•Š์„๊นŒ ์‹ถ์€๋ฐ ์•„๋ฆ„๋‹ต๊ฒŒ ๊ตฌํ˜„ํ–ˆ๋‹ค..)

์ด ๊ฒŒ์ž„ ์ถœ์‹œ์ „๊นŒ์ง€ Xbox Series ๊ธ‰ ์ฝ˜์†”์„ ์ฐพ์œผ๋ ค๊ณ  ์• ์ผ๋˜ ๋…ธ๋ ฅ์ด ํ—›๋˜์ง„ ์•Š์•˜๋‹ค..ใ…Žใ…Ž

๋ญ ์ด ๊ฒŒ์ž„์ด Call of Duty๋‚˜ GTA V๊ธ‰์„ ์•„๋‹ˆ๋ผ๋Š” ๊ฑด ์ž๋ช…ํ•˜์ง€๋งŒ ๊ฒŒ์ž„ ๊ฐœ๋ฐœ์˜ ์ˆ˜์ค€, ๊ณ ๊ฐ์˜ UX ์˜์—ญ์„ ํ•œ๋‹จ๊ณ„ ๋” ๋†’์˜€๋‹ค๊ณ  ์ƒ๊ฐํ•˜๊ณ  ์žˆ์œผ์‹ฌ…

์ž ๋Œ€์ถฉ ์šดํ•ญ์˜ ๋ฐฉ๋ฒ•์€ ๋Œ€์ถฉ ์ตํžŒ๋“ฏํ•˜๋‹ˆ ์ด์ œ ์–ด๋–ป๊ฒŒ ๋น„ํ–‰๊ธฐ๋ฅผ ์ด์ฐฉ๋ฅ™์‹œํ‚ค๋Š”์ง€ ๊ณต๋ถ€ํ•ด๋ณด์ž..ใ…‹ใ…‹ใ…‹

Beautifully crafted game and surprising experience on Console. Now I need to learn how to take off/land the plane ๐Ÿ™‚

2021.8

Xbox and Bethesda E3 2021 Showcase

ํ•ญ์ƒ 6์›”์€ ๊ธด์žฅ์˜ ์—ฐ์†… ์—ฐ๋ง์—ฐ์‹œ์™€ ๋”๋ถˆ์–ด 1๋…„ ๋†์‚ฌ์ค‘ ๊ฐ€์žฅ ์ค‘์š”ํ•œ ๋‘ ์ด๋ฒคํŠธ ์ค‘ ํ•˜๋‚˜์ธ E3 ์˜ฌํ•ด๋„ 6์›”์€ ์™”๊ณ .. ์‹œ๋Œ€์— ๋งž๊ฒŒ(?) ์˜จ๋ผ์ธ์œผ๋กœ 100% ์ง„ํ–‰ํ–ˆ๋‹ค… LA๋ฅผ ๋ชป๊ฐ„๊ฑด ์•„์ง๋„ ์–ต์šธ…ใ…Žใ…Ž

์ง์›์ž…์žฅ์—์„œ๋Š” ์‚ด๋–จ๋ฆฌ๋Š” ํ–‰์‚ฌ์ด์ง€๋งŒ ์•”ํŠผ ๋ฌด์‚ฌํžˆ ์ž˜ ๋งˆ์ณค๊ณ , ๋ฐ˜์‘๋„ ๋‚˜์˜์ง€๋Š” ์•Š์•˜์œผ๋‹ˆ ์ž˜ ๋งˆ๋ฌด๋ฆฌ ๋œ๋“ฏ.. ๋ญ ํ™•์‹คํ•œ๊ฑด ์•ž์œผ๋กœ ๊ฒŒ์ž„์„ ์ž์ฃผ ํ•˜๊ฒŒ ๋ ๊ฑฐ ๊ฐ™์€ ์˜ˆ๊ฐ๊ณผ… Xbox๋ƒ‰์žฅ๊ณ ๋ฅผ ์‚ฌ์•ผ๊ฒ ๋‹ค๋Š” ์ƒ๊ฐ๋งŒ๋•…..ใ…Žใ…Žใ…Ž

Highlight of June at work always have been E3 and this year was the same – although everything was digital ๐Ÿ™‚ – Still miss LA!!

There are two sure things- I will play most of these with Game Pass ๐Ÿ˜€ & I will be in line to buy a mini fridge ๐Ÿ˜€

2021.6

Tom Clancy’s Without Remorse

Absolutely no spoiler – but it was good to watch new content in a movie format at the time it is not comfortable to go to movie theaters ๐Ÿ™‚ Thank you Amazon – Look forward to seeing the next chapter of this story..

์•„๋งˆ์กด ํ”„๋ผ์ž„ ๋•๋ถ„์— ์‹ ์ž‘ ์˜ํ™” ๊ด€๋žŒ.. ๋ญ ๋ฆฌ๋ทฐ๋Š” ๋‚˜์œ ์ถ•์— ์†ํ•˜๋Š”๋ฐ ์ด์ •๋„๋ฉด ์ž˜ ๋งŒ๋“ค์—ˆ์ง€ ์‹ถ๋‹ค… ์•„๋งˆ ๊ตฌ์ง€ ์Šคํฌ์ผ๋Ÿฌ๋ฅผ ํ•˜๋‚˜ ๋˜์ง„๋‹ค๋ฉด ๋‹ค์ŒํŽธ์ด ๊ธฐ๋Œ€๋จ… ๋”์ด์ƒ์€ ์Šคํฌ์ผ ์•ˆํ•จ!!

2021.5

Finally….Xbox Series X

๋ง๊ทธ๋Œ€๋กœ ๋“œ๋””์–ด ๋‚ด์†์—… (์ด๊ฒŒ ์ง์›์ด์–ด๋„ ๊ตฌํ• ์ˆ˜ ์žˆ๋Š”๊ฒŒ ์•„๋‹ˆ์—ˆ๋˜๊ฑฐ์˜€๋‹ค๋Š”๊ฑธ…ํ‘) ์•”ํŠผ ์šฐ๋ฆฌ์ง‘์— ๋„์ฐฉํ•ด์ฃผ์‹  9์„ธ๋Œ€ ์ฝ˜์†”์ด์ž… PS2, Xbox 360, Xbox One, PS4, Xbox One X์— ์ด์€ ์—ฌ์„ฏ๋ฒˆ์งธ ์ฝ˜์†”…

์ง„์งœ ์ž˜๋‚˜์˜จ ์ฝ˜์†” ๋˜์‹œ๊ฒ ๋‹ค – ์ผ๋‹จ ๋ฌด์—‡๋ณด๋‹ค๋„ ์ฐจ์„ธ๋Œ€๋ผ ๋น ๋ฅด๊ณ ..์‚ฌ์‹ค 4K/ 120 FPS display๋Š” ์–ด์ฐจํ”ผ ์˜ค๋ž˜๋œ TV์— ๊ฝ‚์•„์„œ ํ•˜๊ธฐ์— ๋ณ„์ฐจ์ด๋Š” ๋ชป๋Š๋ผ์ง€๋งŒ (๊ทธ๋ฆฌ๊ณ  ๋‚œ ์‹œ๊ฐ์ ์œผ๋กœ ๋ฌด๋””๋‹ค…) ๋ฌด์—‡๋ณด๋‹ค๋„ ๊ตฌ๋™ ์†๋„๊ฐ€ ์–ด๋งˆ์–ด๋งˆํ•˜๊ฒŒ ๋นจ๋ผ์กŒ๋‹ค..

ํฐ game ๋กœ๋”ฉํ•˜๋Š”๋ฐ 2-3๋ถ„ ๊ฑธ๋ฆฌ๋˜ ๊ฒŒ ์ฐจ์ด๋ฅผ ํ™•์—ฐํžˆ ๋Š๋‚„ ์ •๋„๋กœ ๋นจ๋ผ์กŒ๊ณ .. Quick Resume์ด ๋˜๋Š” ๊ฒŒ์ž„์€ ์ด๋ฏธ ์—„์ฒญ๋‚˜๊ฒŒ ๋นจ๋ผ์ง„ ๊ฒŒ์ž„ ๋กœ๋”ฉ์‹œ๊ฐ„ ์ดํ›„ save๋œ ๊ฒŒ์ž„ ๋ถˆ๋Ÿฌ์˜ค๋Š” ๋ฐ ๊ฑธ๋ฆฌ๋Š” ์‹œ๊ฐ„์„ ๊ทธ๋ƒฅ ์—†์• ๋ฒ„๋ ธ๋‹ค..๋ฌด์‹œ๋ฌด์‹œํ•œ ๊ธฐ์ˆ ์˜ ๋ฐœ์ „..ํ•œํŽธ ๋นจ๋ฆฌ๋œจ๊ฒŒ ํ•˜๋Š”๋ฐ ์ตœ์ ํ™”๋ฅผ ํ•˜๊ธฐ์œ„ํ•ด ์‚ฌ์‹ค ์šฐ๋ฆฌํŒ€์—๋Š” ์ค‘์š”ํ•œ feature๋ฅผ ๋‚ด๋ถ€์ ์œผ๋กœ ๋ฐ˜๊ฐ•์ œ ํƒ€ํ˜‘์„ ๋‹นํ•ด์„œ ๊ตฌ์ฒด์ ์œผ๋กœ ํ™•์ธํ•ด๋ณด๊ณ  ์‹ถ์—ˆ๋Š”๋ฐ..์‹ค์ œ๋กœ ๋น ๋ฅด๋‹ˆ ์šฉ์„œํ•ด์ค€๋‹ค..ใ…Žใ…Žใ…Ž

The Best thing with this console- Quick Resume and general speed. The thing I don’t like so far – cannot use the external hard drive (have to buy a plugin drive..which is expansive.. :))

2021.3

GameStop

Everybody is talking about this stock or company – feels like recent frenzies in Korean Stock Exchange got amplified at US with hedge funds vs community with this stock.

Watching this as a person who majored business twice, regularly watching what is happening in KSE, and working in game industry, makes me have multiple thoughts and personal memories/histories crossed over.

I think the true winners of this run is any GameStop employee who holds lots of shares, and stock brokerage who gets any fees if any… as old Korean saying the billiard shop owner wins the billiard game. ๐Ÿ™‚

์š”์ฆ˜ ๊ณ ๊ตญ์˜ ์ง€์ธ๋“ค์—๊ฒŒ์„œ ํ•˜๋‚˜๋‘˜์”ฉ GameStop์ด ๋ญ๋ƒ ์•„๋Š”๊ฒŒ ์žˆ๋ƒ๋ผ๊ณ  ๋Œ€ํ™”๋“ค์ด ์ข…์ข… ์˜ค๊ฐ€๋Š” ์ค‘ ์—ฌ๋Ÿฌ ์ƒ๊ฐ๋“ค์ด ๋‚˜์„œ ํ•œ๋ฒˆ ๊ทธ๋ƒฅ ์ •๋ฆฌ๋„ ์•„๋‹ˆ๊ณ  ์ญˆ์šฑ ์ƒ๊ฐ์—†์ด ๋‚˜์—ด ํ•ด๋ณผ๋ž€๋‹ค…ใ…Žใ…Žใ…Ž (Full disclosure: ๋ณธ์ธ์€ GameStop์ฃผ์‹ 1์ฃผ๋„ ์—†์Œ…ใ…Ž)

GameStop

GameStop์€ -์ด๋Ÿฐ๋งํ•˜๋ฉด ๊ณ ์ธ๋ฌผ์ด์ง€๋งŒ – ํ•œ๊ตญ์œผ๋กœ ์น˜์ž๋ฉด ์ŒํŒ”๋…„๋„ ์ปดํ“จํ„ฐ ๊ฐ€๊ฒŒ ์ฒด์ธ๊ณผ ๋น„์Šทํ•œ ์‚ฌ์—…๋ชจ๋ธ์ด๋‹ค… ๋ญ ํ•œ๊ตญ์œผ๋กœ ์น˜์ž๋ฉด ์šฉ์‚ฐ/๊ตญ์ „์— ์žˆ๋Š” ๊ฒŒ์ž„์ƒต์ด ์ „๊ตญ ์ฒด์ธ์œผ๋กœ ๋˜์–ด์žˆ๋Š” ํ˜•ํƒœ.. (ํ˜น์‹œ ๋Œ€์น˜๋™์—์„œ ์€๋งˆ์ƒ๊ฐ€ 2์ธต์— ์žˆ๋˜ ๋Œ€ํ•œ ์ปดํ“จํ„ฐ๋‚˜ ์˜๋งจ ์†Œํ”„ํŠธ์˜€๋‚˜ ์ปดํ“จํ„ฐ์˜€๋‚˜..๋ฅผ ๊ธฐ์–ตํ•˜์‹œ๋Š” ๋ถ„์€…๋‚˜์ฒ˜๋Ÿผ ๊ณ ์ธ๋ฌผ…ใ…‹ใ…‹ใ…‹) ๊ฒŒ์ž„ ์ „๋ฌธ retailer์ด์ง€๋งŒ ํ•œํŽธ ๊ฒŒ์ž„๋•๋“ค์˜ ๋™๋„ค์˜ social์žฅ์†Œ์ด๊ธฐ๋„ ํ•จ….

๋‚˜๋ฆ„ ๊ฑด์„คํ•œ retail ์ด๊ณ  ์—…๋ฌด์ ์œผ๋กœ๋Š” ์šฐ๋ฆฌ ์‚ฌ์—…์—์„œ ์ค‘์š”ํ•œ ์ฑ„๋„ ํŒŒํŠธ๋„ˆ์ด๊ธฐ๋„ ํ•˜์ง€๋งŒ ์ด ์—ญ์‹œ ๋ชจ๋“  ์ œํ’ˆ์˜ ํŒ๋งค ๋ฐ ์œ ํ†ต์ด online์œผ๋กœ ๋„˜์–ด๊ฐ€๋Š” (์•„๋งˆ์กดํ™” [์ œํ’ˆ ๊ตฌ๋งค] ํ˜น์€ ์• ํ”Œํ™”[์ปจํ…์ธ ์˜ ๋””์ง€ํ„ธ ์œ ํ†ต-์Œ์•…์‚ฐ์—…]) ์‹œ๋Œ€์˜ ํ๋ฆ„์— ์ œ์ผ ํฌ๊ฒŒ ํƒ€๊ฒฉ๋ฐ›๋Š” ํšŒ์‚ฌ์ด๊ธฐ๋„ ํ•˜๋‹ค. ์—…์นœ๋ฐ ๋ฅ์นœ๊ฒฉ์œผ๋กœ ์ด ์ฝ”๋กœ๋‚˜ ์‹œ๊ตญ์—์„œ ๋ฐ›๋Š” ํƒ€๊ฒฉ๋„ ์ƒ๋‹นํ• ๋“ฏ ํ•˜๋‹ค..

์ด ๋ชจ๋“ ๊ฒŒ ์˜จ๋ผ์ธ์œผ๋กœ ๋„˜์–ด๊ฐ€๋Š”๊ฒŒ ์–ผ๋งˆ๋‚˜ ๋ฌด์„œ์šด์ง€๋Š” ๋‹ค์—†์–ด์ง„ ๋ ˆ์ฝ”๋“œ ์ƒต๋“ค์„ ์ƒ๊ฐํ•˜๋ฉด ๋ ๋“ฏ… ํ•œํŽธ ๋‚˜๋„ ๋งˆ์ง€๋ง‰์œผ๋กœ GameStop์—์„œ ๋ญ˜ ์‚ฌ๋ณธ๊ฑด ๋ฏธ๊ตญ ์œ ํ•™ ๋‚˜์˜ค์ž ๋งˆ์ž ์‚ฐ PlayStation2 ๋ฐ ๋ช‡๋ช‡ CD๊ฒŒ์ž„์ธ๋“ฏ ํ•˜๊ณ  ๊ทธ ํ›„๋ก  ์˜จ๋ผ์ธ์œผ๋กœ CD๋ฅผ ์‚ฌ๋‹ค๊ฐ€ ํ•˜๋”๋‹ˆ ๊ฒฐ๊ตญ์€ ์ด์   ๋ชจ๋“  ๊ฑธ ๋‹ค์šด๋กœ๋“œ๋กœ ํ•˜๊ณ  ์žˆ์œผ๋‹ˆ.. – ํ•œํŽธ ์ด๋Ÿฐ ๋น„์Šทํ•œ ๊ฒŒ์ž„ ์ „๋ฌธ retailer๋“ค์€ ์ „์„ธ๊ณ„์ ์œผ๋กœ ๋‹ค ์œ„ํƒœ์œ„ํƒœํ•˜๋‹ค..

Short Hedge Fund vs. ๊ฐœ๋ฏธ

ํ•œ๋™์•ˆ ์ด๊ฑธ (์˜ˆ, Tesla, ๊ทผ๋ก€์—” ์ค‘๊ตญ์˜ Luckin Coffee) ๋ณด๋ฉด์„œ ๋“  ์ƒ๊ฐ์€ ์ด๊ฑด ์†Œ์œ„๋งํ•˜๋Š” ‘ ๊ณต๋งค๋„ ์ž‘์ „’+ํƒ์‚ฌ ์ €๋„๋ฆฌ์ฆ˜์ด formalํ•œ ํ˜•์‹์œผ๋กœ ์ด๋ฃจ์–ด์ง€๋Š”๊ฒŒ ์•„๋‹๊นŒ ์ƒ๊ฐ์„ ํ–ˆ๋‹ค. ๋งํ• ๊ฐ ํ˜น์€ ํญ๋ฝ๊ฐ์ด ์žˆ์–ด๋ณด์ด๋Š” ์ฃผ์‹์— short์„ ๊ฑฐ๋Š” ๋ฐ ๋‹จ์ˆœํžˆ ์ž‘์ „์„ ์กฐ์šฉํ•˜๊ฒŒ ์ผ๋ถ€ ๊ทธ๋ฃน๋งŒ ํ•˜๋Š”๊ฒŒ ์•„๋‹ˆ๋ผ ๋Œ€๋†“๊ณ  ๊ณต๊ฐœํ•˜๋ฉฐ ํ•˜๋Š” ์…ˆ.. (์ข‹์€๋ง๋กœ๋Š” ํ–‰๋™์ฃผ์˜๋ผ๊ณ  ํ•ด์•ผํ•˜๋‚˜?)

์˜ˆ์ „์— ๊ทธ๋Ÿฐ fund์ค‘ ํ•˜๋‚˜์—์„œ ๋งŒ๋“  presentation์ž๋ฃŒ๋“ค ๋– ๋‹ค๋‹ˆ๋Š”๊ฑธ ์ฝ์–ด๋ณธ์  ์žˆ๋Š”๋ฐ ์ •๋ง ๋งŽ์ด ์—ฐ๊ตฌ๋Š” ํ•œ๋“ฏํ•˜๋‹ค.. (์ด๋Ÿฌ์ด๋Ÿฌํ•œ ๊ทผ๊ฑฐ๋กœ ์ด ํšŒ์‚ฌ๋Š” ๋ฏธ๋ž˜๊ฐ€ ์—†๋‹ค๋“ ์ง€, ์˜์‹ฌ์Šค๋Ÿฝ๋‹ค๋“ ์ง€, ์†์ด๊ณ  ์žˆ๋‹ค๋“ ์ง€์˜ ํญ๋กœ) ๊ทผ๋ฐ ์ด๋ฒˆ์—๋„ ์ด๋Ÿฐ ํšŒ์‚ฌ๋“ค ์ค‘ ํ•˜๋‚˜๊ฐ€ GameStop์— ๋ถˆ์„ ์ง€๋ฅด๋ ค๊ณ  ๊ธฐ๋ฆ„์„ ๋ถ€์› ๊ฑด๋งŒ ๊ดœ์‹œ๋ฆฌ ๋ถˆ๋˜ฅ์ด ‘์š”๋†ˆ๋“ค ํ•œ๋ฒˆ ์ฃฝ์—ฌ๋ณด์ž’๊ณ  ๋ค๋ฒผ๋“  ๊ฐœ๋ฏธ๋“ค์—๊ฒŒ ์—ญํ’์„ ๋งž๋Š”๊ผด.. (Melvin Capital์€ ๋ฐฑ๊ธฐํˆฌํ•ญ) ๊ทธ๋ฆฌ๊ณ  ๊ทธ๊ฒŒ ๊ฒฐ๊ตญ ํ•œ๊ตญ์—์„œ์˜ ๊ฐœ๋ฏธ๋™ํ•™์šด๋™๊ณผ ๋น„์Šทํ•˜๊ฒŒ ์‹œ์ž‘๋œ๋“ฏํ•˜๋‹ค.

๊ฒŒ๋‹ค๊ฐ€ ๋กœ๋นˆ ํ›„๋“œ ๋“ฑ ๊ฐœ๋ฏธ๋“ค์ด ์‚ฌ์šฉํ•˜๋Š” ์ฃผ์‹๊ฑฐ๋ž˜ ์ฐฝ๊ตฌ๊ฐ€ ๋ง‰ํ˜”๋‹ค ํ’€๋ฆฌ๋ฉด์„œ ํ•œํŽธ 1% vs 99% ์ •์˜/ํ‰๋“ฑ ๊นŒ์ง€ ๋‹ด๋ก ์ด ๋ฒˆ์ ธ๊ฐ€๊ณ  ์žˆ๊ณ  ์ด์   ์ •๋ถ€์—์„œ๋„ ๋ญ”๊ฐ€ ์กฐ์น˜๋ฅผ ์ทจํ•  ํƒœ์„ธ์ธ๋“ฏํ•˜๋‹ค..

(ํ•œํŽธ ๋ชจ๋‘๊ฐ€ ์ด์•ผ๊ธฐํ•˜๊ณ  ์‚ฌ๊ณ ํŒ”๊ณ ํ•˜๋Š”๊ฑธ ๋ณด๋ฉด, 2000๋…„๋Œ€ ์ดˆ๋ฐ˜์ธ๊ฐ€ ํ•œ๊ตญ์—์„œ ํ•˜์ด๋‹‰์Šค๊ฐ€ ๋งํ•˜๋„ค ๋งˆ๋„ค๋ฅผ ์ฑ„๊ถŒ๋‹จ์ด ๊ฒฐ์ •ํ•  ๋•Œ ์ฆˆ์Œ์— ์ „๊ตญ๋ฏผ์ด ํ•˜์ด๋‹‰์Šค ์ฃผ์‹์„ ์‚ฌ๊ณ  ํŒ”๋˜ ๊ธฐ์–ต์ด ์Šค์ณ ์ง€๋‚˜๊ฐ„๋‹ค.. ์ฝ”๋กœ๋‚˜๋กœ ์‚ฌ๋žŒ๋“ค์ด Las Vegas์— ๋ชป๊ฐ€๋‹ˆ ์ง‘์—์„œ ์ฃผ์‹์œผ๋กœ ํ•˜๋Š” ๋„๋ฐ•ํŒ์ธ๊ฐ€ ์‹ถ๊ธฐ๋„ ํ•˜๋‹ค..ใ…Žใ…Ž)

์ด๋Ÿฌํ•œ ์ผ๋ จ์˜ ํ˜„์ƒ์„ ๋‘๊ณ  ์‹œ์žฅ๊ฐ€์„ค์ด ๊ด€์ง์— ๋“ค์–ด๊ฐ”๋„ค ๋งˆ๋„ค๋ฅผ ์ด์•ผ๊ธฐ ํ•˜๋Š”๊ฑฐ ๊ฐ™์€๋ฐ ๊ฒฐ๊ตญ ์žฅ๊ธฐ์ ์œผ๋กœ๋Š” ์กฐ์ •์ด ๋“ค์–ด๊ฐ€์ง€ ์•Š์„๊นŒ ์‹ถ๋‹ค.. GameStop์ด ์–ด์ฐŒ Nordstrom๋ณด๋‹ค ์ปค์งˆ์ˆ˜ ์žˆ๊ฒ ๋Š”๊ฐ€?… ๊ฒฐ๊ตญ์€ ๊ทธ ์žฅ๊ธฐ๊นŒ์ง€ ๋ฒ„ํ‹ธ ์ˆ˜ ์žˆ๋Š” ์žฌ๋ ฅ์ด ์žˆ๋Š” ์‚ฌ๋žŒ๋งŒ ๋‚จ์•„์„œ ์ง„ํ–‰ํ•  ๊ฐ์ธ๋“ฏ..

๊ฒฐ๊ตญ ๋‹น๊ตฌ์žฅ ์ฃผ์ธ์ด ์ง„์ •ํ•œ ์Šน์ž๊ฐ€ ๋˜๋Š” ํŒ์ผ๋“ฏ์‹ถ๋‹ค.. ใ…Žใ…Ž ํ•œํŽธ ํšŒ์‚ฌ์— ์˜ค๋žซ๋™์•ˆ GameStop์—์„œ ์ผํ•˜๋‹ค ์˜ค์‹ ๋ถ„์ด ์žˆ๋Š”๋ฐ ๊ทธ ๋ถ„์€ ‘๋”์ฐํ•˜๊ฒŒ๋„’ ์ž‘๋…„ 11์›”์— ๊ฐ€์ง€๊ณ  ์žˆ๋˜ GameStop์ฃผ์‹์„ ๋ชฝ๋•… ๋‹ค ํŒ”์œผ์…จ๋‹ค๊ณ  ํ•œ๋‹ค.. (๋‘๋‹ฌ๋งŒ ๋ฒ„ํ…ผ์–ด๋„ ์€ํ‡ด๊ฐ์ธ๋ฐ ๋Œ€์„ฑํ†ต๊ณก๊ฐ์ด๋„ค..ํ‘..)

๊ทธ๋ƒฅ ์ผ์ด๋‚˜ ํ•ด์•ผ๊ฒ ๋‹ค..ใ…Žใ…Ž

2021.1