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simplefocus

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  1. MSTR is the best risk/reward for Bitcoin. 1/3 of the company's market cap is in Bitcoin, and the software business alone is worth the current market cap. Citron Research has a target price $700. https://citronresearch.com/wp-content/uploads/2020/11/MicroStrategy-The-Best-Way-To-Own-Bitcoin.pdf
  2. MSTR is the best risk/reward for Bitcoin. 1/3 of the company's market cap is in Bitcoin, and the software business alone is worth the current market cap. Citron Research has a target price $700. https://citronresearch.com/wp-content/uploads/2020/11/MicroStrategy-The-Best-Way-To-Own-Bitcoin.pdf
  3. I believe Pabrai has holdings in India that are not showing up on dataroma.
  4. Do you still own BXE? If so, what's your position compared to your overall portfolio? Orange and Baupost are selling, so does their selling change your view on BXE? Thanks.
  5. This stock is getting interesting. Who's buying at this level? What do you think is the worst case scenario? bankruptcy? What do you think is the risk/reward? Thanks.
  6. The RACE shares show in my Ameritrade account but not my Fidelity account.
  7. I use an iPhone app called Total Return and it does the irr calculation for you. I operate on the KISS principle. Try doing it this way: As in: (2015 End - 2014 end + inputs)/2014 year end + inputs Then: (2015 end - inputs - 2104 end)/2014 end Take the average of the two. Does this makes sense? I just try to be consistent from year to year. Its mostly for my own purposes anyways.
  8. Best ideas in order 1) FCAU 2) GM-WTB 3) AIG 4) BAC-WTA 5) IBM 6) BXE
  9. Clinton has charisma, and charisma is attractive. When you watch him speak, this guy knows how to captivate an audience.
  10. Yes, it's probably the first week of January. Since January is just around the corner, I guess some brokers are already prepping the spinoff.
  11. I thought 1:10 was the spinoff ratio. For every 10 shares of FCAU, you'll get 1 share of RACE.
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