otcmktsgbtc
The Grayscale Bitcoin Trust trades at a 42% discount to its net asset valueAlmost two years of hedge fund liquidations as well as a year-long bear market create the discountBitcoin looks to be turning the corner, while Grayscale fights the SEC to get GBTC listed as a spot Bitcoin ETF.5 stocks we like better than Grayscale Bitcoin Trust (BTC)Bitcoin is breaking out above its critical $25,000 level, which has been acting as stubborn upside resistance for the last nine months. Briefly trading above $27,000 on Friday morning, Bitcoin looks like it’s trying to mount another bull trend. Q4 2022 hedg...
ValueWalk
As a long-time inflection investor, I’ve learned that many themes simply do not inflect. There are multiple causes for this; often tied to a bad thesis, or a bad set of assumptions. Sometimes, it’s simply bad luck as some other macro trend supersedes my trend. Even when I get it wrong, there is often still some level of inflection – it’s just that the strength of the inflection is insufficient to create much equity value. In these situations, I rarely lose much money and frequently even exit with a slight gain—which is why the inflection strategy is so damn powerful. Q4 2022 hedge fund letters...
ValueWalk
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