Ryunsu SungFeb 05, 202615 minModel PortfolioFeb 05, 2026Model Portfolio Update: Interpreting the Market Downturn Led by the Software SectorHere emerges the elephant in the room. Software companies can no longer leverage an "asset-light" business structure.00Model Portfolio
Ryunsu SungJan 21, 20266 minModel PortfolioJan 21, 2026Model Portfolio UpdateAssessing the full-fledged turnaround potential of a once-struggling company.00Model Portfolio
Ryunsu SungDec 10, 20256 minModel PortfolioDec 10, 2025Model Portfolio UpdateStrategic buying and position increase for a leveraged bet.00Model Portfolio
Ryunsu SungNov 27, 20256 minModel PortfolioNov 27, 2025Major Updates to the Model PortfolioNew portfolio additions and rebalancing executed.10Model Portfolio