đź“ŠÂ VALUATION, BE DAMNED! If you only get one thing from today’s missive, watch this interview with investing great Joel Greenblatt. Buying what’s cheap and shunning what’s expensive sounds easy enough in theory. In practice? Not so much, otherwise we wouldn’t have just witnessed $86 billion get poured into SpaceX at 107x sales
🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris recently joined Christian White on the Discourse with Christian show. This one was a doozy — big ideas, some unexpected tangents, and plenty of “hmm… that’s actually a great point” moments if we dare say so ourselves. Here’s just a few of the topics Christian and
🎙️ NEW PODCAST WITH CHRIS AND BRAD Chris and our head trader, Brad McFadden, joined Danny on the CapitalCosm show to discuss some of the most pressing macro events right now as well as the opportunities they’re most excited about. Here’s just a few of the topics the gents discussed: Plus, a whole
Whoo boy! Bitcoin has been on a tear lately. This year alone, it’s up 75%. With this impressive rise, bitcoin bulls are coming out of the woodwork with lofty predictions — $50,000, $100,000, even $10 million… We shared with you last week our thoughts on de-dollarization and the predictions about
China could be one of the first countries to release its digital currency. There is more to this than meets the eye, and could be a major strategic shift in both capital flows and local usage of non-sovereign cryptocurrencies, alongside China’s national currency.
Taking a closer look at Iran’s gold-backed cryptocurrency. Are there better alternatives for investors?
Has Bitcoin just become a geopolitical tool in an increasingly politically fractious world? We look at how and why Russia is moving forward with cryptocurrency both in mining and blockchain development. The $100m investment into mining follows blockchain technology being reportedly viewed as a “promising tool to assist Russia in diversifying its economy beyond oil and gas” by President Putin.
