Oliver Sung
@sungcap.bsky.social
Newsletter: https://oliversung.substack.com/
Management behavior you can only observe, not screen.
November 21, 2025 at 10:09 AM
Management behavior you can only observe, not screen.
Off-balance-sheet optionality the models never see.
November 21, 2025 at 10:09 AM
Off-balance-sheet optionality the models never see.
Temporary distortions that break the ratios.
November 21, 2025 at 10:09 AM
Temporary distortions that break the ratios.
Low margins hiding latent pricing power.
November 21, 2025 at 10:09 AM
Low margins hiding latent pricing power.
Corporate actions the market hasn't digested.
November 21, 2025 at 10:09 AM
Corporate actions the market hasn't digested.