The window of asymmetric opportunity is closing tho imo. We might have a few years left before this space is as efficient as broader capital markets and before we're dominated by people in suits ...

Many Wall Street funds and billionaires recently reported their stock holdings, as required, at the end of the second quarter.While the market is full of varying perspectives from many different investors, the "smart money" is still held in high regard. By smart money, I mean professional investors, many of whom run their own funds, have decades of investment experience, and can show long-term returns to back it up. Just like the market, the pros rarely agree on individual stocks. That's why when you do see ...

Bitcoin is a $100 trillion idea currently valued at $2.3% trillion. If you can study Bitcoin to the point that your conviction overrides what the market is currently valuing it at, and you deem that the market is valuing it at a discount, that's the biggestformational asymmetry you're ever going to capture in your entire life. Meaning, if you have the conviction to believe that Bitcoin will eventually overtake gold, it'll eventually become a 100 trillion asset. It'll eventually eat the monetary premium away ...

Bitcoin is a $100T idea currently valued at $2T.If you can study Bitcoin to the point where your conviction overrides the market's discount, that's the biggest informational asymmetry you're ever going to capture.I really enjoyed this podcast with @bramk 👇Bram Kanstein (@bramk):BFM173 w/ @JoeConsorti is live!⚡️“Bitcoin is a $100T+ asymmetric opportunity hiding in plain sight.”We discuss:🔸Bitcoin’s huge opportunity🔸The millennial retirement problem🔸Growing BTC market cap🔸Bitcoin vs Real Estate🔸Bitcoin’s shif ...

Group 1 - Wells Fargo (NYSE: WFC) is perceived as undervalued, akin to a penalty-box bank, despite strong fundamentals indicating a different narrative [1] - The bank's credit is stable, and its capital structure is robust, suggesting a healthy financial position [1] - The balance sheet is described as overbuilt rather than under pressure, indicating a strong liquidity position [1] - The bank is actively engaging in stock buybacks, reflecting confidence in its financial health [1]