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All BARK, (probably) no bite
A live control fight with a 47% spread in play.
Feb 20
•
Oliver Sung
7
3
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A closed-end investment co at ~30% upside to NAV quietly preparing to go private
...probably very soon.
Feb 9
•
Oliver Sung
5
3
The circus at Auction Technology Group
A scaled two-sided marketplace, a vulnerable board, and a fight that probably isn’t over.
Feb 4
•
Oliver Sung
6
2
My investment method (part 4)
Valuation, my two investment buckets, and position sizing.
Dec 17, 2025
•
Oliver Sung
35
12
11
A take-private offer where intent, timing, and valuation all point in the same direction
Here are five questions I like to ask whenever a take-private offer shows up...
Dec 4, 2025
•
Oliver Sung
7
1
4
Two quick updates
Removed the paywall on a liquidation play.
Dec 1, 2025
•
Oliver Sung
7
4
2
F.I.L.A.
Not so sure.
Nov 27, 2025
•
Oliver Sung
7
1
My investment method (part 3)
How I dive deeper into a stock.
Nov 17, 2025
•
Oliver Sung
35
4
7
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Sung Capital
Hunter of ridiculously cheap off-the-map stocks.
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