Semler Scientific: Options And Bitcoin Will Make This A Billion Dollar Company
Semler Scientific(SMLR) Seeking Alpha·2024-12-20 18:28
Company Strategy - Semler Scientific announced a Bitcoin Treasury strategy in May 2024 and allocated its entire treasury into BTC, holding through volatile and bearish BTC price action [3] Investment Philosophy - The investment philosophy focuses on deep fundamentals, impactful narratives, and Austrian economics, with a long-horizon research emphasis on digital assets, macro, and general value opportunities [3] - Short-horizon research concentrates on options and volatility for income generation and hedging [3] Industry Focus - The company has a global, long-run macro view as the basis for investment considerations, particularly in digital assets and macro trends [3]