Research

The footnote that came down

Written by Oliver Sung
August 18, 2026
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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:

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In this writeupspecial situations

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The footnote that came down

This content is for paid subscribers and investors.

Dette indhold er for betalende abonnenter og investorer.

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