Sung Capital · MentionTrace

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Latest post20 Aug 2026


GOLFZON HOLDINGS Co., Ltd.	There are ~180 net nets in Korea, and I'm writing up all of them	-	20 Aug 2026
CoreWeave, Inc.	The fund that ran out of the thing it was named after	-	5 Aug 2026
Micron Technology, Inc.	The fund that ran out of the thing it was named after	-	5 Aug 2026
Sandisk Corporation	The fund that ran out of the thing it was named after	-	5 Aug 2026
Nebius Group N.V.	The fund that ran out of the thing it was named after	-	5 Aug 2026
OTC Markets Group Inc.	OTC Markets Group	-	3 Aug 2026
SUTL Enterprise Limited	SUTL Enterprise is cheap but not as cheap as you think	-	26 Jul 2026