Research

The footnote that came down

Written by Oliver Sung
August 18, 2026
Share

This is a sample post to the Sung Capital newsletter. For full access to the archive and future writeups from Oliver Sung, subscribe here.

Of everything I’ve written in this newsletter, one writeup has drawn more attention than the rest:

The $1bn stake nobody saw

The title for that writeup was probably a touch clickbaity, though I actually was that excited about the setup. I called it one of the most asymmetrical setups I’d seen in a while. An update is now warranted, and therefore some thoughts behind the paywall follow:

This content is for paid subscribers and investors.

Subscribe

Already joined? Sign in

Dette indhold er for betalende abonnenter og investorer.

Abonner

Allerede medlem? Log ind

Share your idea: Got an exciting off-the-map stock idea? Send it to me. If I end up writing it up, you'll get credit for the idea and a free one-year subscription. Email me at oliver@sungcap.com.

In this writeupspecial situations

In this writeupspecial situations

Stocks to your inbox

Join 6,000+ investment professionals and curious stock pickers by subscribing to the newsletter.

The footnote that came down

This content is for paid subscribers and investors.

Dette indhold er for betalende abonnenter og investorer.

Read this next