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@sungcapital
"There's nothing wrong with EBITDA for going up the income statement for an apples-to-apples comp between peers. It's adjusted EBITDA that's the problem"
X Link @sungcapital 2025-09-14T06:30Z 4093 followers, XXX engagements
"The most successful executive capital allocators in history naturally get to a point in their career when after decades of rolling their snowball they've deservedly earned their mark astounding wealth and fawning adoration within the investment world: Warren Buffett Henry Singleton Mark Leonard John Malone Tom Murphy the Rales brothers. The revered are always North American. But there's a high-performance conglomerate out in Sweden with a +two-decade track record so good you could put it in a bucket next to Teledyne. The company's name is Lifco $LIFCO. It's a classic investment novel and as"
X Link @sungcapital 2025-09-30T08:28Z 4093 followers, 1217 engagements
"Posted here:"
X Link @sungcapital 2025-10-02T10:54Z 4093 followers, XXX engagements
"Is $ROKO a $LIFCO all over again Website: Substack:"
X Link @sungcapital 2025-10-02T11:03Z 4093 followers, XXX engagements
"$ROKO $LIFCO"
X Link @sungcapital 2025-10-04T10:29Z 4093 followers, XXX engagements
"The FT: the same 8-K filing also revealed the company had raised $128.1mn (mostly from selling common stock) leaving a gap of about $106mn. That $106mn did not go into bitcoin. Instead it will today be channelled into dividend payments owed on four classes of perpetual preferred stock"
X Link @sungcapital 2025-10-15T18:55Z 4094 followers, XXX engagements