Uncategorized
-
GLXY and the Crypto Correlation
Galaxy Digital Holdings shareholders (including myself) have watched with great consternation as GLXY’s share price has continued to slide in conjunction with, and more severely than, Bitcoin and Ethereum Prices. What is going on here? We know that GLXY is a well capitalized, profitable merchant bank existing smack dab in the middle of the crypto… Continue reading
-
The DTM5 Starters and Bench Update
You all know by now I like my basketball analogies. The DTM5 strategy is a concentrated group of investments – Ideally 5 at a time – which I manage like a basketball team. In total, I follow on average 10 to 15 investments at a time, and I sub them in and out as circumstances… Continue reading
-
Nubeva and the DTM5 Equation
Nubeva has developed novel software technology that dramatically improves encryption / decryption processes, and have expanded it into ransomware reversal and decryption. Continue reading
-
Tightening, Omicron & Inflation
I’m not a market predictor. In fact, 80% of the time my holdings act independently of the market. But guess what? My holdings have suddenly have moved into lock step with Mr. Market as risk appetite dries up. That is telling me something. Read more on my Blog. Continue reading
-
Saturday Musings ~ The Metaverse, eGaming, Cyber Security
The really fun part of investing is that is is a non-stop learning experience, a door opener to the world. Continue reading
-
Takeaways – Investing in the Unknown and Unknowable by Richard Zeckhauser
Recently, via twitter, I discovered the 2006 essay ‘Investing in the Unknown and Unknowable’ by Richard Zeckhauser at Harvard University (Thank you @sidecarcap). https://scholar.harvard.edu/rzeckhauser/publications/investing-unknown-and-unknowable-0 What a great read! As an investor who is attempting to determine the merit of early stage, micro cap companies, who are often pre revenue or exist in emerging sectors, it… Continue reading
-
QCCU by the (Cu) Numbers
I’m getting asked to share some research on QCCU. Well, I like to keep my heavy lifting private, but I’ll give you the back of the napkin analysis (here in spreadsheet form). Sometimes, that is the only analysis needed. It is super early for QCCU – There isn’t much to go on – only a… Continue reading
-
More and More QCCU Craziness !
Well, back on Sept 18th I blogged about QCCU – Quebec Copper and Gold – and its trading halt pending release of their Maiden Resource Estimate. At the time, I was in accumulation stage in anticipation of the news – It accounted for just under 10% of the DTM5. I commented “What’s my perfect outcome… Continue reading
-
Dog Days of Summer – Mid Week Musings
Where I live it is HOT right now. Everyone and everything seems to have slowed down. I’m sitting here in my secret hideaway, sipping coffee and contemplating the world. Some of the things I’m musing about….. BTC and ETH – The two crypto currencies I am the most interested in – have been on a… Continue reading