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LG Display is the largest manufacturer of displays.  The company mainly provides thin-film transistor liquid crystal display (TFT-LCD) panels, but my investment thesis also concerns its lead in the shift to AMOLED displays. 2 years of LPL coverage I believe LG Display has technology leads in both large format screens, using its WOLED (aka WRGB) architecture, and flexible displays for mobile electronics.  However, LGD's legacy business has caused the company to transition more slowly than Samsung and competition outside Korea is mounting. 

Consequently, this section is now public, as I see the LPL opportunity as played out after two years and a 60% gain.  Further updates on the AMOLED industry will revert to the private OLED and picks sections of the website.

-4 LGD plant accident and outlook08:59 28-Jun-17
-6 SID and LG Display Wrap11:53 30-May-17
+4 Samsung turns to LG Display for LCDs?08:57 15-Dec-16
?5 LG to sell QDTVs, AMOLEDs remain premium11:58 08-Sep-16
+4 LPL opportunity10:45 14-Apr-16
+4 LG Display & Samsung to supply iPhone screens08:11 30-Dec-15
+4 LG Display makes P10 official22:11 26-Nov-15
?4 transaction and earnings preview14:54 19-Oct-15
+4 Europe's largest TV maker to use AMOLEDs12:37 25-Sep-15
+4 DisplayMate confirms the superiority of AMOLED TV09:53 23-Sep-15
?4 LG Display to focus on AMOLED10:27 17-Aug-15
+5 Barron's sees at least 40% upside for LPL07:25 03-Aug-15
-4 The AMOLED LCD Wars Progress23:50 05-Jul-15
+4 2Q15 panel report very positive for LG Display09:53 30-Jun-15
+4 new AMOLED monitors12:03 18-Jun-15
+4 LG Display earnings call12:30 27-Apr-15
+4 New AMOLED-related pick list stock12:58 09-Mar-15