November 12, 2025

My investment method (part 2)

Guides

…and how to (still) bank on them.

risk and uncertainty

In life, you rarely deal with purely risky situations.

research process

How to find and research stocks.

How to find and measure moats.

decision making

A framework for decision making that works.

349 models to make sense of the world and its outcomes.

Latest research

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Karelia Tobacco

Two reasons why this is interesting now.

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paywall
October 30, 2025

Danish bank consolidation (update)

The landscape is shrinking as another merger just hit the tapes.

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October 28, 2025

Green Landscaping lessons

A quick (premium) update.

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paywall
October 24, 2025

Latest Articles

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My investment method (part 2)

How I expand and filter my surface area.

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November 12, 2025

My investment method (part 1)

Introduction to how I pick stocks.

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November 11, 2025

Returns, growth, and guidances

The way to think about business returns is as the cost of growth.

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February 6, 2024

Hunter of ridiculously cheap off-the-map stocks

Sung Capital is an alternative asset management firm run by Oliver Sung. We invest capital for families, registered investment advisors, and accredited investors through a private investment fund.

We pick underpriced stocks, usually in pockets of the market where large pools of capital (funds and institutions) can’t or won’t invest. We pick stocks only, use no leverage, and require a significant margin of safety in every investment.