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My investment method (part 4)
Valuation, my two investment buckets, and position sizing.
Dec 17, 2025
•
Oliver Sung
32
11
8
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Discussions
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
6
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
33
4
7
My investment method (part 2)
How I expand and filter my surface area.
Nov 12, 2025
•
Oliver Sung
31
4
4
My investment method (part 1)
Introduction to how I pick stocks.
Nov 11, 2025
•
Oliver Sung
43
4
7
Karelia Tobacco
Two reasons why this is interesting now.
Oct 30, 2025
•
Oliver Sung
8
2
3
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