What happens when a footnote goes parabolic. The market still hasn’t connected the dots.
oktober 20, 2025
What happens when a footnote goes parabolic. The market still hasn’t connected the dots.
…and another absurd opportunity.
Company is in runoff and is buying back every drop of share it can find.
The most successful executive capital allocators in history naturally get to a point in their careers when…
This stock got on my radar when massive trading volume showed accumulation.
28.3% deal spread and potential 95% IRR.
How to size up a net net.
Italian microcap niche logistics operator turned HVAC rollup.
Only in forgotten corners of the market do you find a 66-140% almost risk-free return in a month.
What was once above politics and institutions has become synonymous with self-dealing, led by the leader of the pack: Michael Saylor.
…with an almost 90% payback by year-end.
This company is selling off assets at nearly 2x the group multiple to buy back shares.
Pursuing growth in a post-letter world.
A special situation for tiny accounts.
Ledelsen har skin in the game.
0.07x price-to-sales, 30% normalized and growing FCF yield, strips assets to pay down debt.
Tillykke til dem der købte.
En rerating venter rundt om hjørnet.
Casen udspiller sig hurtigt.
En nedstemt fusion med Fynske Bank baner vejen for en højere pris.
Til alle nye partnere hos Sung Capital.
Måden at tænke på en virksomheds kapitalafkast er som omkostningen ved vækst.
…og hvordan man identificerer den i sin mest holdbare form.
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Tanker om Phil Fishers bog.
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