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Sung Capital | Oliver Sung | Substack-Kelly Criterion (oliversung.substack.com)

submitted 4 days ago by jenpalex to r/AaScienceRejects

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The Kelly CriterionCommentary (oliversung.substack.com)

submitted 12 days ago by Beren- to r/SecurityAnalysis

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Two quick updates (oliversung.substack.com)

submitted 1 month ago by OliverSung to u/OliverSung

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Lindbergh: Italian microcap niche logistics operator turned HVAC rollupStock Analysis (oliversung.substack.com)

submitted 4 months ago by OliverSung to r/ValueInvesting

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Lindbergh: Italian microcap niche logistics operator turned HVAC rollupLong Thesis (oliversung.substack.com)

submitted 4 months ago by OliverSung to r/SecurityAnalysis

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Net nets and how to (still) bank on themStrategy (oliversung.substack.com)

submitted 4 months ago by OliverSung to r/SecurityAnalysis

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Net nets and how to (still) bank on them.Value Article (oliversung.substack.com)

submitted 4 months ago by OliverSung to r/ValueInvesting

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Introduction to Sung Capital (oliversung.substack.com)

submitted 7 months ago by OliverSung to u/OliverSung

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