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Artwork for Junto

Junto

Oliver Sung

Calibrated thoughts from my notebook.

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues8SubscribersRead oliversung.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Returns, growth, and guidances

I was having lunch with some of my colleagues the other day where we discussed running my former jewelry business that I’m now a passive co-owner of. We touched on the economics, attractiveness, and difficulties of starting and running an e...

9 months ago
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A new chapter

Writing Junto has been more fulfilling than I ever hoped for—personally and professionally. Personally, since I’ve gotten to know so many of you who have followed along for the years so well. Professionally, since the journey has now led me...

a year ago
0
0

Pricing power

While concerns about inflation have for a long time meant crying wolf in an environment that barely merited a mention of its impact, what we’ve learned over the past couple of years is that inflation is an inevitability in life that’s as ce...

a year ago
0
0

Fairfax Financial

I hope many of you had a great week at the Woodstock of Capitalism. I wasn’t able to make it this year but I’ll definitely be there next year to see 100-year-old Charlie! Also, welcome to the 150 new subscribers who have joined the newslett...

a year ago
0
0

Authors

The writers behind this newsletter.

  • Oliver Sung

    Investor

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